Mid-term changes are where cover quietly becomes wrong. This records the request, the carrier confirmation, and the premium adjustment so the file always matches reality.
What's Included
- Every change request logged with what and when.
- Carrier confirmation tracked because a request is not a change.
- Premium adjustment recorded so billing follows.
- An assistant that flags requests never confirmed.
How To Use
- Never treat a request as a change until the carrier confirms it.
- Tell the client in writing when a change takes effect.
- Record the premium adjustment or your commission will be wrong.
- Chase unconfirmed changes. That is where cover gaps live.
Update the policy register, and reconcile with commission tracking.