AMbassador GUIDE - EASY 1,2,3 PROCESS
STEP #1
STEP #1
STEP #1
- Identify & Meet with Prospect
- Begin RFP with Prospect
- Submit RFP with required documents:
- NCCI Letter of Authority
- Loss/Run Letter
STEP #2
STEP #1
STEP #1
- Assist XL-PEO with any missing documents
- XL-PEO Creates Proposal Package for Ambassador
STEP #3
STEP #1
STEP #3
- Ambassador reviews Proposal with Prospect
- Client signs Proposal & Contract
- Ambassador Submits