Agent Toolbox CL

Send Full Commercial Quote Form
- Full Commercial Quote Form
- Full Commercial Quote Form to Co-Applicant
Use this for your client to select their industry and/or Work Comp Class Codes. They can request a quote for as many of the following policy types as they wish: General Liability, Commercial Property, Work Comp, Commercial Auto, and/or Professional Liability.
Send BOP Quote Form
- Full BOP Quote Form
- Full BOP Quote Form to Co-Applicant
Send WC Quote Form
- Full WC Quote Form
- Full WC Quote Form to Co-Applicant
Send Amazon/eCom Form
- Amazon/eCom Quote Form
- Amazon/eCom Quote Form to Co-Applicant
Select Acord & Supplemental Applications

Zurich Builders Risk Application
- Send Zurich Builder's Risk Application
Use for both Personal & Commerical
Send AU Gold Personal Lines Vacant Property
- Get Vacant Property Application
- Send Client Vacant Property
- Send Vacant Application to Underwriter
- Send Client Status Request
- Send Returned Status Request to UW
Send AU Gold Personal Lines Builder's Risk
- Get Builder's Risk Applicant
- Send Client Builder's Risk
- Send BR Application to UW
- Send Client Status Request
- Send Returned Status Request to UW
Send AMWinns Commercial Lines Builder's Risk
- Get CL Builder's Risk Application
- Send CL Builder's Risk to Client
- Send CL BR Application to Underwriter
- Send Client Status Request
- Send Returned Status Request to UW
Commercial Policy Review Forms

Builder's Risk Project Status Request
- Send Now
- Send Status Request 15 Days Prior to Expiration (Sends 1X)
- Send with Follow Up Sequence (20, 10, 5 Days Prior to Expiration)
- STOP Builder's Risk Campaign
Enter Policy Expiration Date
MM slash DD slash YYYY

Enter in Policy Expiration Date. Only enter a Date if you selected “Enter a Date” checkbox above.
Send Acord 146 Equipment List
- Get New Acord 146 Link to Complete
- Send Client Existing 146 for Review (One Off)
- Send Client Existing 146 for Review Every 3 Months
- Send Client Existing 146 for Review Every 4 Months
- Send Client Existing 146 for Review Every 6 Months
If Client is in Renewal Automation this is already Scheduled to send.
Send Work Comp Payroll Review
- Send a Payroll Update Mid-Term
- Send a Payroll Update for Renewal
If Client is in Renewal Automation this is already Scheduled to send.

Required Extension Fields