What happens after you sign your Agent of Record letter
Here are the three steps, from the day we receive your letter.
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Day 1
We receive your letter and submit it to the insurance company. We contact you to schedule an appointment to learn more about your business and how we can best serve you.
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Days 2 to 10
Your current agent is given an opportunity to reverse your decision. They may reach out and ask why you've decided to change advisors. During this period, you'll meet with us and share how we can serve you best.
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Day 11
We receive your file from the insurance company and begin our analysis and recommendations. You'll meet with us again and we'll implement a solution to properly serve you.
Questions at any step? Call (833) 968-7392 or email quote@yourfwb.ca.