Southwest Insurance Service

Client Service Agreement

The following is a list of services that you can expect Southwest Insurance Services to provide to you during the term of coverage.

Management Services

Demonstrate, revise, and install, at each location, claims reporting procedures

Prompt preparation of Insurance Certificates

Organization of Insurance Files.

Assist in completion and updating your printed prior carrier loss experience

Maintain complete record of all claims submitted to the insurance carrier and establish a quarterly review of all claims for all locations.

Preparation of Insurance Summary for Auditors.

Worker's Compensation Services

Review of Rating Classifications.
Review of Previous losses.
Analyze Causes of Losses.
Audit of Experience Modification Worksheet.
Review of Insurance Company Audit Procedures and Client Payroll Records.

Liability Services

Review of Rating Classifications.
Review- of Insurance Company Audits.
Review of Certificate Received from others.

Property Services

Property Evaluation.
Review of Current values in Relation to Insurance Policy Definitions.

Drive Insurance from Progressive

Southwest Insurance Service

146 Third Street
PO Box 369
Balaton, MN 56115

Toll Free:
Phone:
Fax:

800-734-6224
507-734-2244
507-734-2245

Email: steve@southwestins.com

Important Note: This website provides only a simplified description of coverages and is not a statement of contract. Coverage may not apply in all states. For complete details of coverages, conditions, limits and losses not covered, be sure to read the policy, including all endorsements.

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