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

Online Request Form

Loss Runs/History

Primary/Expert:  Technical Assistants

Backup:  Client Manager

Online Request Form