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How do I get started?

After we receive the signed agreement and authorization letter, we ask that you provide your poicies and final premium audits that you have readily available for your current and prior four polices (we are willing to audit up to 10 years back given the policy and final premium audit for each year to be audited). We will help you get what you don't have on-hand by working with your agent, and your insurance carrier(s).


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