Links
Customer Service
Endorsement Request
Agent or CSR entry form for endorsement requests made by the client.
Certificate of Insurance
Certificate Holder & Additional Insured.
Credit Card Terminal
Credit Card Terminal for daily use.
Alternate Credit Card
Only use this terminal when daily use terminal is down. May take up to 24 hours.
Loss Run Request
ACH Payment Request
Request for any ACH / Check payment transaction. May take up to 24 hours.
Refund Request
Request a refund from our Accounting Department.
Loss Run Request – BOR
Loss Run Request for policies that were processed by Call Patty.
Loss Run Request – Others
Loss Run Request for policies that were not processed by Call Patty.
Doc. Processing
Quote Request Submission
Quote Request to the Doc Processing Team.
Quote Revision
Request changes to previously submitted Quote Request to Doc Processing Team.
Bind Request
Bind Request for policies submitted through the Doc Processing Team.