Once a client chooses you as their new broker, a broker of record (BOR) letter can move the existing commercial insurance account to your agency. The client does not need to cancel the policy or get a new quote. But winning the account is not only about price. A strong renewal approach also depends on […]

UCC (Uniform Commercial Code) filings are public records that can help brokers, ISOs, MCA funders and other financial institutions find businesses linked to secured financing. A UCC-1 financing statement shows the debtor, secured party and collateral, which can point to secured transactions such as equipment financing or financing backed by a blanket lien. But UCC […]