The paper a brokerage sends

Documents

The client schedule, the renewal notice, the carrier commission reconciliation, the remittance advice and the certificate of insurance — printed on your letterhead from the records themselves, in the reader's own language.

Schedule of insurances

Every policy in force for one client, with the days to expiry flagged in red and amber.

Renewal notice

The day cover ends, the expiring terms in full and what the client needs to do before then.

Carrier commission reconciliation

Due under the agreement against what the carrier reported, and where every cent of the difference comes from.

Remittance advice

Gross premium, commission retained at source and the net remitted to the carrier, line by line.

Certificate of insurance

The producer, the insured, the coverages and the holder, with the cancellation notice the holder is owed.