- Agent of Record Letter (Revised 10/10/2013)
- Agent’s Chargeback Authorization Form
- Agent’s Chargeback Exception Form
- Agent’s Chargeback Exceptions Policy
- Agent’s Vacation Protocol Communication and Responsibility
- AM Best’s Rating
- Atlas Forms Fee Contract
- Authorization to Apply Credits
- Benefits Broker of Record Letter
- Business Associate Agreement (8/12/2013)
- Cell Phone Allowance Sign Off Form
- Change Management Policy
- Claim Reporting Procedures
- Commission Rate Changes in Sagitta
- Corporate Credit Card Use
- Customer Complaints
- DB Open Receivables – Procedure for Monitoring
- Deposit Slip Procedures for Receptionist – Kona Office
- Disbursement Request Form – Accounting
- Disbursement Request Form – Premium Refund
- Document Retention Policy
- Documentation Policy and Procedure
- E&O Incident Report Form
- Employee Expense Reimbursement Policy
- Employee Expense Report 01-25 Updated Template
- Fee Contracts
- Fee Service Request Form
- GoToMeeting Policy & Procedures
- Importing an email document and creating a task CLINDEX PLINDEX
- Internal AOR protocol
- Mailroom – Check Tracking Procedure
- Meals and Entertainment Expenses, Sec 274_Notice 2018-76
- Mileage Reimbursement Form – 2024
- Mileage Reimbursement Guidelines – 2024
- MIS Report Request Form
- New Insurer Codes
- Notice of Privacy Practices (7-2013)
- Parking Procedures
- Personnel Action Form
- Policy – Agent Commission Charge Back
- Post-Cancellation Letter to Clients
- Pre-Cancellation Letter to Clients
- Premium Refund Authorization Form
- Producer Codes – Special Commission Arrangements
- Production Crystal Report Change Request
- Reception – Accepting and Forwarding Packages
- Record Letter of Loss Runs
- Reporting Complaints and Other Legal Documents served upon Atlas
- Reporting Complaints and Summons served upon Atlas’ Clients
- Reporting E&O Claims or Incidents
- Request for Client Statements
- Request for Policy Change
- Sagitta Data Purge Policy
- Scanned Documents in WorkSmart
- Staff Code Global Process – Sagitta
- System Development Life Cycle
- Telephone Meeting Discussion Form
- Upgrade Release Fix Installation Approval – Non Sagitta
- Upgrade Release Fix Installation Approval – Sagitta
- VENDOR Code Request Form
- Vendor Code VEN Type Format Procedure
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