Fernet
> Dealer Services |
| |
|
| |
Dealer
Services - Motorcycle Insurance Sales Procedures
Fernet Insurance Brokers is an independent insurance
agency representing insurance companies specializing
in the motorcycle and recreational insurance
products. As the agent, we have responsibilities to
our customers and the insurance companies. In order
to ensure that these responsibilities are fulfilled,
we ask that you adhere to procedures outlined below.
1. Sale of Insurance:
Fernet and its employees must be the ones to speak
with the customer and inform them of his options. In
order to speak about the sale of insurance you are
required to be licensed to sell insurance. To ensure
all legal requirements are met, this must be done by
Fernet employees.
2. Application for Insurance: Once the customer
agrees on a carrier and coverage options, the
application may be faxed or emailed to your
dealership. This is only an application for
insurance and is not signed by the insurance agent.
The customer must review all information for
correctness and completeness. Please stress this to
the customer should you receive a faxed application.
3. Submitting an Application: When the customer has
reviewed the application and made any necessary
corrections, he will need to sign the application
where indicated and fax it back to Fernet at
407-937-1855, along with any other supporting
documents that are requested. (ex: bill of sale,
copy of driver’s license, etc.)
4. Receiving Payment: Once the signed application is
returned to Fernet, we will process the payment as
indicated by the customer. This may be by credit
card or debit card.
5. Binding Insurance: Once Fernet has received the
signed application and processed payment, temporary
insurance ID cards will be issued. These cards will
be faxed to your dealership. Only at the time you
have received the faxed ID cards should the customer
consider himself insured. These cards indicate that
Fernet has accepted the insurance and will be
sending the application to the insurance company for
policy issuance.
6. Safe to Ride: Only after the customer has
received the temporary ID cards is it safe for you
to allow him to leave the dealership on his new
motorcycle. DO NOT allow a customer to ride off on a
motorcycle you believe to be insured through Fernet
unless the customer has the temporary ID cards.
|
| |
| |
|
|
|
