- Atlas File Structure (Last updated 02/09/2016) – Commercial
- Bid Certification updated Marsh Form
- CCG Surplus Lines Premium Authorization
- CL (Ind) Miscellaneous Processing Instruction Sheet
- CL IR Endorsement Workflow Change – Independent and House (2/2014)
- Commercial Lines Coverage Checklist
- Firemans Fund Quick Quote – Online Training & Reference Material
- Forms
- ImageRight CL Document Reference Guide (As of 09/15/16)
- Instructions for filing down in IR – Auto ID, Certs & End Req
- IR Workflow CL – Endorsement Process (2014 Feb)
- Management Liability Checklist
- New ImageRight Drawer – Commercial Lines – Independent Producer
- OCIP Bid Certification
- Policy and Procedures for Marketing Renewals
- Premium Finance Company Notices-Sorting, Scanning, IR Tasks assigned
- Renewal Assistance Program
- Report Schedule
- Work Reassignment – Checklist (second attached document: Account Manager – Check
- Work Reassignment – Plan (first attached document: Work Reassignment – AM Leaves
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