Transfer Account Meeting is scheduled with following persons in attendance:

• Current Account Executive & Associate AE
• New Account Executive & Associate AE
• Commercial Lines Manager
• Producer

 Documents Required for Meeting: 

Account Executive or Associate AE  will provide copies of below for each attendee

• Summary of Insurance: – of Insurance with copies for all meeting attendees.
• Open Activities Log
• Contact Info:   EPIC contacts will be updated to include both the Insured’s Contact info as well as the Underwriter’s Contact Info for each line of business.

Meeting:

• Summary is reviewed
• Open Items are reviewed
• Open Items are either assigned to new AE or if urgent then they are to be completed by current AE.

Post Meeting:

• EPIC is recoded to new AE including activities and all policy lines.
• Current AE sends email to all attendees stating who will complete open items.
• Current AE will complete urgent open items and notify new AE when they are completed
• Current AE calls insured to notify of account transfer to new AE
•  New AE calls insured to introduce themselves AND sends out Account Transfer Letter in EPIC — Transfer Acct Letter (Over 10k) or Transfer Acct Letter (Under 10k).