Hey guys,
Does anyone here have a good fact-finder for both the P&C and the L&H for a business?
I can use 1 or both, it doesn't matter. I'm going out and talking to businesses and some want P&C only, and some want L&H only, and others want me to quote for both.
I'm not looking to exclude the ACCORD forms or declaration pages/loss-runs from the client (I WISH I could for those loss-runs) but more like something to get a good feel of the company I'm looking to insure.
If you have a separate one for personal insurance for the owners or employees that you use, feel free to suggest it!
I'd like to play around with them and see what ones I can use that fit what I'm able to provide. I know fact-finders are a dime a dozen online and I found about 12 in 10 mins. But I'd like to see if anyone has any favorites.
Thanks!
Does anyone here have a good fact-finder for both the P&C and the L&H for a business?
I can use 1 or both, it doesn't matter. I'm going out and talking to businesses and some want P&C only, and some want L&H only, and others want me to quote for both.
I'm not looking to exclude the ACCORD forms or declaration pages/loss-runs from the client (I WISH I could for those loss-runs) but more like something to get a good feel of the company I'm looking to insure.
If you have a separate one for personal insurance for the owners or employees that you use, feel free to suggest it!
I'd like to play around with them and see what ones I can use that fit what I'm able to provide. I know fact-finders are a dime a dozen online and I found about 12 in 10 mins. But I'd like to see if anyone has any favorites.
Thanks!
