Submissions & Agent of Record
The fastest, easiest way to submit business to ClearPath Mutual is via our website. Click on the login button at the top right-hand corner to begin. To request login information, email email@example.com. Please do not place submissions more than 90 days prior to effective date. A complete submission should include:
- Acord 130 Workers' Compensation Application (be sure to include the company's federal ID number - no application can be accepted without one!).
- Insurance company loss runs for the current policy year and three (3) preceding years. The loss runs should have current valuation dates.
If two submissions occur on the same account from two (2) or more agents, the first complete submission received will be the agent of record. For paper submissions, a complete submission means a completed Acord application with the company's federal ID number and currently valued loss runs. For online submissions, a complete submission means all information is filled out fully and accurately and submitted online.
Agent of Record
In order to become the agent of record we must have a letter from the applicant on company letterhead, or the Acord 36 form, signed by an owner/officer indicating that they would like you to be the servicing agent. After we receive your letter, we will notify the current agent and allow him/her five (5) business days to obtain a letter from the applicant rescinding the agent of record letter. If we do not receive a rescinding letter, your agency will become the servicing agent. We will accept one rescinding letter only. ClearPath Mutual accepts mid-term agent of record changes. If an AOR change occurs mid-term, commission will be paid to the original agent on any premium collected on the account prior to the AOR change. Commission will be paid to the new agent on any premium collected on the account from the effective date of the change forward. This includes any audit adjustments. If an audit adjustment results in a return premium, the new agent will be responsible for returning commission to ClearPath Mutual even though he/she did not receive the commission originally. If an AOR change occurs at the policy renewal date, commission will be paid to the original agent on any premiums already received.