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Employee 411

This page is for our employees. Here you will find frequently used resources.


Workers' Comp

LPR - Cancelling a client's former policy

You will need to email the former carrier of the client with the new Dec page as well as a signed LPR. 

Click here for the list of email addresses by carrier to send the LPR documents.


Group Health

Broker of Record (BOR) form 

To send a BOR to a client, have them fill it out in the dual-quote PandaDoc or send them and the response comes into the Pandadoc dashboard. 

Once the BOR is received, send it to the carrier via the form on 

Finally, when the bill and ARD are received from the carrier add the policy to the customer's profile via Agency Zoom. Go to

- Search for the customer

- Select the customer's profile

- In the top right corner click on "Actions" and then "Add Policy" 

- Fill out the information on that screen and you're done!


Commercial Lines


Online Forms

Digital QTR application form

To send a potential client (lead) a digital version of the QTR

Broker of Record letter form

A client can fill out the Broker of Record form here: