Notary’s
Lindsey, Steve, Adam, Sue
Certificate of Insurance
Online Form Client Completes/Returns
Bonds
Primary/Expert: Lindsey
Online Form Client Completes/Returns
Personal Excess
Primary/Expert: Vee
Backup: Angie or Becca
Online Form Client Completes/Returns is on this page (link changes on this page every month)
Wind Buy-Down
Primary/Expert: Vivian
Backup: Becca or Other CM’s
Online Form Client Completes/Returns is on this page below the video
e-Signature
Primary/Expert: Becca
Backup: Lisa, Angie, and Others
Florida Surplus Lines Tax Filing
Primary/Expert: Vivian
Backup: Lisa
All Other States Surplus Lines Tax Filing
Primary/Expert: Becca
MSU/RSU Support (online training for restaurant managers)g
Primary/Expert: Mike or Joey
Loss Runs/History
Primary/Expert: Technical Assistants
Backup: Client Manager