How to Submit Business
E-COMP Process
Submitting
You can submit leads to E-COMP:
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By completing an E-COMP Flyer
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Give your client/prospect the online application link
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By calling or emailing your Program Specialist with client/prospect contact information
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We need the following information to get started:
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Type of Business
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Estimated Annual Payroll
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# of Employees
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Company Name
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Contact Name
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Phone
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#FEIN
Broker of Record Process
Guidelines
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Payroll to Payroll – Broker of Record changes can be submitted to some of our carriers mid-term(Travelers, Guard, Hartford and Amtrust). Other carriers accept Broker of Record changes at renewal.
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Direct Bill to Payroll – Broker of Record changes can be submitted 10 - 120 days prior to renewal
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There is a 0 - 10 day waiting period
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To process a Broker of Record change, we need a signed Broker of Record letter, a copy of the client’s current policy, a new completed application and EFT set-up.
Process
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Once your lead is received, you will receive a confirmation email
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Your program Specialist will make initial contact within one business day, normally same day
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Once all information is received, quotes are provided within 24hrs
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Quotes are sent to your client/prospect and also to you
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Follow ups are made to place the account
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Coverage is placed and communicated to you
Process
-
Once your lead is received, you will receive a confirmation email
-
Your program Specialist will make initial contact within one business day, normally same day
-
Once all information is received, quotes are provided within 24hrs
-
Quotes are sent to your client/prospect and also to you
-
Follow ups are made to place the account
-
Coverage is placed and communicated to you