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Home > Insurance > STEP 1 (There are 10 Steps to an ibroker quote) “Effective Date” – Check if this is for an annual p

STEP 1 (There are 10 Steps to an ibroker quote) “Effective Date” – Check if this is for an annual p

1. Verify Policy Duration

2. Confirm Required Documentation

3. Review Underwriting Guidelines

4. Assess Renewal Procedures

5. Validate Payment Options

6. Identify Any Special Conditions

7. Communicate with Stakeholders

8. Finalize Terms and Conditions

9. Prepare for Policy Issuance

10. Document Everything

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