Upon renewing an insurance policy, damage insurance agents and brokers must comply with certain obligations. Under these obligations, a representative must ascertain that the coverage provided for meets the client’s needs. Over the course of one year, these needs may change. Representatives should therefore:
For more information, see the following documents:
Procedure (September 2015)It is designed to help representatives comply with their obligations upon insurance policy renewals
Check-List for the InsuredThis check-list is intended to be sent to the insured along with the renewal notice. It serves to remind the insured to contact his or her damage insurance representative to share any change that may call for modifications to the insurance policy.
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