- When inspection reports or financial documentation are required,
inform the applicant. The underwriting requirements are listed on the Producers Premium / Underwriting page of the proposal.
- In a BOE case,
list exact current expenses.
- Use the "Remarks" section
to make note of key information about the case that is not covered on the application.
- Cover memos can be used
to provide additional data or clarifying information about the case. For example, if you believe the applicant should be in a more favorable Occupation Classification, or when medical conditions require explanation, or if you know something about the businessowner that might affect the underwriting decision, say so in writing.
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