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      Fax: 1.866.577.7595
   P.O. Box 1180
Santa Rosa, CA 95402
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A Division of Northwest Insurance Agency, Inc.  


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AGENT SUBMITS APPLICATION
  • Complete “Agents EQ & DIC Quote Sheet”
  • Obtain First Right of Refusal from underwriter
  • Obtain plot plan or other diagram (Pre-1945 properties, we need Engineers Report).
  • Fax all of the above to Northwest Insurance Agency at 1-866-577-7595

NORTHWEST REVIEWS THE SUBMISSION

  • If submission is NOT complete, Northwest will request additional information from the agent
  • If submission is complete, Northwest will request a quote from the appropriate carriers
  • When the quote is received from the carrier, Northwest will fax the quote and binding instructions to the agent

AGENT CLOSES THE DEAL

  • Agent presents the quote to the client
  • Client provides check to agent for deposit amount due
  • Agent faxes copy of check to Northwest Insurance Agency
  • Agent mails check to Northwest

NORTHWEST BINDS COVERAGE AND SERVICES ACCOUNT

  • Upon receipt of faxed documents, Northwest will review for accuracy and notify carrier to bind coverage
  • Northwest will notify agent that coverage has been bound
  • When policy is received from carrier, Northwest will review policy for accuracy
  • Northwest will mail agent copy and insured copy of policy to the agent
  • Northwest will process all certificate requests
  • Northwest will process all endorsement requests
   
       
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