Insured snapshot
- Annual Sales: $100,000
- TIV: $315,000 including Building Coverage
- Premier Package
- Add ons: Hired Non-Owned, Cyber Suite Coverage, EPLI, Professional Liability
- Total Premium: $3,512
Covering agent
Why we won
They were initially declined due to managerial experience, but the agent updated exposures and gathered sufficient information to submit a bindable quote. The agent requested an XS quote to pair with the BOP package. They bound both BOP + XS policies but the insured opted out of the XS policy at this time, and moved forward with the bind on the BOP package. Underwriter, Felicity Kidd, assisted in the flat cancellation of the XS product.
Mike Gibbs
Agency Development
