Agent FAQ

APPLICATIONS NEEDED WITH RENEWAL TERM?

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.
• United Specialty – Acord applications/supplementals required every other term. Surplus Lines Disclosure form and Surplus Lines Filing Form required each term. If Additional Insured is on policy, an Additional Insured Supplemental is required each term.

Click Here for Commercial Apps and Forms Page

CANCEL POLICY

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 OF INSURANCE REQUEST

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

CLASSIFY A GL COMMERCIAL QUOTE

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 REQUEST

Loss runs can be requested via this form.

MAILING AND OVERNIGHT ADDRESSES

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

PAYMENT ADDRESS

You may pay online using the Make A Payment menu or send check or Money Order made out to Irvin B. Green & Associates to PO Box 492000, Leesburg, FL 34748. If the payment is for an Alabama America Reliable policy or USLI Direct Bill to company policy, please follow instructions from the carrier.

PAYMENT STATUS
Click Here for Step By Step Guide to Lookup Policy Balance
Click Here for Video Tutorial on how to Lookup Policy Balance
If the policy is financed please contact the Finance Company directly. Please call 352-638-9400 if you need further assistance.
POLICY STATUS

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 you need to check the status of an ALABAMA American Reliable policy, please visit the carrier site directly for information on policy status.
Click Here for Alabama American Reliable Policy Lookup
REFUND STATUS

Please call 352-638-9400 and ask for the Accounting Department for exact details and turnaround time for the policy in question.

RENEWAL OFFER

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 an ALABAMA American Reliable, KW Specialty, UFCIC Bond Program, or United National, please visit the carrier site directly for that information.

If you need assistance, please contact our office.

REPORT A CLAIM

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

RETRIEVE POLICY DECLARATIONS

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

If you need a declarations page of an ALABAMA American Reliable policy, please visit the carrier site directly for information on policy status.
Click Here for Alabama American Reliable Policy Lookup
STAFF DIRECTORY

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