Forms

Whitepaper

New Producer Signup Packet

Start your Winning Experience with ClassicPlan by submitting this paperwork today!

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Whitepaper

Borrower ACH

This form is to set up the borrower for Automatic deduction of their monthly payments. This can be done at any time during the term of the loan and increases retention significantly.

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Whitepaper

Producer ACH

Do you have insureds bring cash into your office for monthly payments? If so, this is for you. Complete and submit this form and we will set up our Producer ACH system so you can collect the payments and we will sweep your account after the close of business each day.

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Whitepaper

Producer Extension

Want us to extend the mailing of the Notice of Cancellation to the carrier? Use this form.

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Whitepaper

Producer California US Mail Waiver

Want to go paperless? Complete and submit this form to have everything emailed to your office.

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Whitepaper

Payment Guarantee Fax Form

Have you collected the payment from the insured and want us to post it to the account right way? Here is the form to use. Keep in mind you are guaranteeing payment and must submit your Trust check, so… make sure the payment from the insured is good.

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