SMALL BUSINESS TOOLKIT
Tips & Resources for our Broker Partners
how to submit endorsements
Step-by-step instruction for submitting online endorsements is now available.
POLICY DOWNLOADs & AUTOMATIONS
Learn how to start using our policy downloading capabilities, as well as other automation services available for agencies.
guide for automatic renewals
This helpful timeline shares our process, action items, and timing expectations.
SMALL BUSINESS CLASS CODES
Our most frequently written classes for small business are here. Don’t see the code you’re looking for? Contact us to see if that falls under Preferred’s expertise.
Frequently asked questions
Answers to our agents’ and brokers’ most common questions are now available.
SMALL BUSINESS TOOLKIT FOR CLIENTS
An online resource hub is also available for your small business clients! Feel free to share this link with them: https://bit.ly/SmallBusinessWCToolkit
Questions?
Our Small Business experts, Travis and Cristina, can answer any of your questions about accounts up to 20K.
Travis Jackson
Business Development Underwriter
(619) 471-2135
tvjackson@peiwc.com
CRISTINA MARTINEZ
Small Business Associate Underwriter
(619) 471-2966
cmartinez@peiwc.com
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