Risk Change Center – Purely Insurance

Select an Ideal Future Client Rating
Category A: High Commission, Mutli-Line
Category B: Medium Commission, Multi-Line
Category C: Mono-Line, Low Probably for A or B
Category D: Why do I have this cllent?
How Many Risk Change Events?

Select How Many Risk Change Events
Select Risk Change #1
Enter First Name or Street Address #1
You must name a specific person or list a specific property address.
Select Risk Change Carrier #1
Set a Risk Change Date #1
MM slash DD slash YYYY
- Start Risk Change #1
Select Risk Change #2
Enter First Name or Street Address #2
You must name a specific person or list a specific property address.
Select Risk Change Carrier #2
Set a Risk Change Date #2
MM slash DD slash YYYY
- Start Risk Change #2
Select Risk Change #3
Enter First Name or Street Address #3
You must name a specific person or list a specific property address.
Select Risk Change Carrier #3
Set a Risk Change Date #3
MM slash DD slash YYYY
- Start Risk Change #3
Enter Risk Change Notes

Required Extension Fields