Industry Practice Group ‐ Client Data
Client Name
Client State
Policy #
Client Type (ie. Apt, Condo, HOA, etc) –
the more sub‐sets of types of clients the
better
Insured Units ‐ if applicable
Policy Effective
Date
Writing Company / Carrier
Placement (if direct then no
need, if through a program
or wholesaler please note
who)
Policy Premium
Policy
Commission