Learning Tools

Handy tools, forms, and information

Our goal for this page is to include anything and everything we can think of to make your life easier. Here you'll find various dealer forms, reinsurance forms, instructions on how to read a rate card, and much more. If there is something you need but don't see here, please let us know and we'll help you find the information you need.


Close Date Calendar

2026 Close Date Calendar

IMPORTANT INFORMATION FOR THE BUSINESS OFFICE: All eRemit ACHs and Paper Checks must be received one business day before the Month-End Closing Date. THANK YOU FOR YOUR BUSINESS!

Commissions
We pay commissions by the 4th business day of the month following the month in which you remitted business, via your choice of check or direct deposit. Download a direct deposit form here.  If the 4th business day of the month falls on a weekend or holiday, commissions are paid the next business day.
 
Agency Changes
Have you made any changes to your Agency recently? Do we know about it? If not, please notify us.
                                                                      

 Common FAQs

  • How do I use a rate card? Click here for a tutorial.
  • How can I expand my territory?  Call Client Services at 866-414-3867 with a list of states/areas you'd like to add.
  • How do I request a Pro Forma?  Click here to download the form. 


Quick Claims Guides

2025 Claims Guides


Common FAQs: