Agent FAQ

At times an application may be required at renewal but the rules vary by carrier. Please contact the appropriate underwriter per our Contacts page if you require further assistance.
Click Here for Contacts Listing

• American Southern – Application required every 3rd term, if multiple locations.
• American Safety – Application required every 3rd term. Surplus Lines Disclosure form required every term.
• Atlantic Casualty –Acord applications/supplementals required every other term. Surplus Lines Disclosure and Terrorism form required every term.
• Penn America –Surplus Lines Disclosure required every term.

Click Here for Commercial Apps and Forms Page

An insured signed statement requesting cancellation is required. The request must include the policy number. If you are requesting to back date a cancellation, proof of replaced coverage or proof of sale is also required.
Please fill out this form and upload documents:

Certificates for General Liability policies managed within our system may be generated by agents within our agent portal.
How to issue an certificate on our Agent Portal

If you require a certificate for a different line of business, please email our office at commercial@ibgreen.com

Go over the list of services your client offers and assign class codes accordingly. Please call 352-638-9400 for further assistance with properly classifying the risk.

Loss runs can be requested via this form.

Overnight address: 26600 Ace Avenue, Leesburg, FL 34748
Mailing address: PO Box 492000, Leesburg, FL 34748

If the payment is for a USLI Direct Bill to company policy (we can accept USLI Agency Bil), Great American, UFCIC Bond Ramp or KW Specialty, please follow instructions from the carrier. We cannot accept these payments.

: If the policy is for USLI Direct Bill to company policy, Great American, UFCIC Bond Ramp or KW Specialty please contact the carrier. If the policy is financed, please contact the Finance Company directly. Please call 352-638-9400 if you need further assistance.

The policy status can be found on the agent portal. See below instructions on how to lookup a policy.
Click Here for New Business Policy Lookup
Click Here for Renewal Business Policy Lookup

If the policy is with USLI Direct Bill (we can handle USLI Agency Bill) to company policy, Great American, UFCIC Bond Ramp or KW Specialty please contact the carrier. For any other carrier, please call 352-638-9400 and ask for the Accounting Department for exact details and turnaround time for the policy in question.

Agents may retrieve a copy of the renewal offer from the agent portal.
HOW TO RETRIEVE RENEWAL OFFER

If you need to retrieve a renewal offer for a UFCIC Bond policy, please visit the carrier site directly for that information.
Please contact a KW Specialty UW for renewals related to this carrier.
All other carriers, renewal offers can be obtained via the agent portal or from the underwriter.

If you need assistance, please contact our office.

Some claims must be reported to the carrier, others can be reported to our office. Please visit this page for further guidance: How to Report a Claim

If the policy is with UFCIC Bond Ramp or KW Specialty, please contact the carrier for more information or visit their carrier specific system to access this information. Otherwise, for policies managed within our policy tracking system, you may access policy documents online via the agent portal. See below instructions on how to lookup a policy. Then view Declaration Page from Documents tab.
Click Here for New Business Policy Lookup
Click Here for Renewal Business Policy Lookup

Please be sure to submit any email to the correct representative as it could delay the processing if sent to the wrong department.
Contacts List