Basic business information
Name, business email, phone, company, state, website, and the best time to follow up.
Low-friction first step
Share the situation—not the sensitive file.
Start with business contact information, the general issue, timing, current agent relationship, and permission to follow up. Loss runs, claims files, detailed payroll, banking data, and confidential submissions belong only in the secure progressive process.
What is happening
Choose the main issue and provide a short description, current coverage status, and the next important date.
Your current agent
Tell us whether the business already has a retail insurance broker and, if so, how that person should remain involved.
Human follow-up
Courtney or an authorized team member reviews the request and determines the appropriate next conversation.
SECURE BOUNDARY
Do not place confidential insurance files in a public message
The first request intentionally stays low-friction. If documents are needed, the authorized team should move them through a private, time-limited, audited upload path.
A human next step
Courtney Napier, CLCS, CIC
Senior Account Manager
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