The client file a servicing desk actually opens

Accounts And Servicing

A client who insures a factory also insures its vehicles and is one relationship, so the account carries every policy placed for it, its producer, account manager and branch, and where the book came from. What the client asks for is a worklist rather than an inbox, the carriers' loss runs are held on file, and the broker's certificate of insurance is issued off the placement to the holder who asked for it.

One commercial client

What the client has asked for

Quotations for a change, copies of an invoice, certificates and loss histories — new, in progress, completed and declined, each with the policy and the day it is needed by.

Carrier loss runs

The claims history each carrier sent, by period, with the contingent volume and target loss ratio it is measured against.

104 certificates of insurance

The document a landlord, lender or principal asks for, issued off the placement to its holder, with who receives it again at renewal. Not the statutory motor certificate on numbered stock — that is Insurance Certificates.