The Brightway Insurance Agency's website
Agent Handbook
Outplex Service Manual
No Carrier Access SOP
Transfers Guidelines
Email Transfers Guidelines
Prescreening Transfers Guidelines
Insurance 101 PPT
Taking Payments
Call Scripting - Payments Upskill
No Loss Statements
Payments-Agency Sweeps
Premium Finance
Prescreening / AMS No Match
Cold Transfer Form-Progressive Calls-Call For Claim
Prescreening SOP
Wind Mitigations and Four Point Inspections
Action Code Guide
Renewal Process
Email Team Only
Offline Cancellation Guide
How to Handle and Submit Signed DocuSigns in BWIC
10/26 - Cancellation process Update
AMS activities and suspenses actions