General

What is the certificate issuing process?
A Certificate of Insurance (COI) serves as proof of insurance coverage. It details the policy's type and coverage limits, the insurer's name, and the ...
How long does it take to issue a policy?
Policies will be bound within 48 hours and are typically issued within 14 to 30 days. Please note that this timeframe can vary by state, with New York...
How do I e-sign state supplementals?
Forms can now be pre-filled and signed electronically, streamlining the process while conserving time, paper, and energy. Here's the process to e-sign...
How do I change the Agent of Record that appears on policies?
The name on your Pathpoint account is automatically used as the Agent of Record (AOR) on the policies you bind. If you're a Customer Service Represent...
Do you carry surety bonds?
Pathpoint carries surety bonds in all states where required to operate as a Surplus Lines broker. Pathpoint operates a Surplus Lines brokers in all 50...
I am interested in moving all of my wholesale business to Pathpoint, how would that work?
Contact us at marketing@pathpoint.com to discuss, but likely the business would have to be moved at renewal and not mid-term as most carriers do not...
Who do I report claims to?
Pathpoint does not engage in the claims process.  Retail agents should work with their insured customers to ensure that claims must be submitted in ac...
If my state requires a diligent search, declination affidavit or similar form, will Pathpoint file the form on my behalf?
Requirements for affidavits or diligent efforts vary by state. Pathpoint will work with our retail agents and brokers to ensure administrative require...
Who is the broker of record? Does Pathpoint appear on the policy?
Pathpoint will appear as the broker on quotes, binders, policies, certificates of insurance, etc.
My agency is taking over as a BOR for a client. How would that factor into placing the business through Pathpoint?
It depends. If the prior agency placed the business with any carriers, we would place it through another wholesaler. We can only move the business at ...