How to use or fill out the diligent effort form with our platform
- Click ‘Get Form’ to open the diligent effort form in the editor.
- Begin by entering your License # at the top of the form. This is essential for identification purposes.
- Fill in the Producing Agent's name and the Name of Agency. Ensure accuracy as this information is crucial for processing.
- Specify the Type of Coverage you are seeking, followed by the Named Insured's details.
- List authorized insurers that you have contacted for coverage. For each insurer, provide their name, contact person, telephone number, and date of contact.
- Document the reasons for declination from each insurer in the designated sections to maintain a clear record.
- Finally, sign as the Producing Agent and ensure that a Surplus Lines Agent verifies the document by filling in their details and verification date.
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