WC Insurance Quote Section (Acord 130) Flashcards

1
Q

Workers Comp Insurance Quote Section (Acord 130)

Question 1

A
  1. Just to confirm, your current insurance for your worker comp is (Blank), Correct?
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2
Q

Workers Comp Insurance Quote Section (Acord 130)

Question 1A

A

Only if the client is with Pinnacol Assurance:
a. Do you have an agent or do you work with Pinnacol Directly?
b. Are there any Issues with them sending out certificates Of Insurance?

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3
Q

Workers Comp Insurance Quote Section (Acord 130)

Question 2

A
  1. What type of Job duties and roles do your employees have at your company in normal day-to-day operations?
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4
Q

Workers Comp Insurance Quote Section (Acord 130)

Question 2A

A

(Employee Classification Group #1) Job Description of Employee / # Full-time / # Part-Time / Estimated Annual Payroll

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5
Q

Workers Comp Insurance Quote Section (Acord 130)

Question 3

A
  1. Earlier, you said your annual payroll was (Blank) did that include (your payroll or owner’s payroll)
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6
Q

Workers Comp Insurance Quote Section (Acord 130)

Question 4

A
  1. Have you had any Claims In the Past 5 Years - (I really want to know)
    a. When did it happen?
    b. What happened?
    c. How much was the claim?
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7
Q

Workers Comp Insurance Quote Section (Acord 130)

Question 5

A

That is it we are all done with workers comp questions! (Happy tone) Do you want me to quote your General liability insurance too?

There are only 6 questions.

It’s fast.

Do you have a minute for that?

If Client does not want general liability then move to the “general questions part 2” section

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