The Chubb Customer Center

1 The Chubb Customer Center Producer Enrollment Process Chubb Group of Insurance Companies Box 1615. Warren, New Jersey 07059. Form 31-01-0011 (Rev. 4/15). The Chubb Customer Center PRODUCER ENROLLMENT PROCESS. Table of Contents 1. CCC Enrollment Overview Producer Enrollment Process .. 2. Addendum to Producer Agreement .. 3. Minimum Coverage Recommendations .. 7. 2. CCC Post Enrollment Overview Business Solutions .. 8. Service Offerings .. 9. Contact Information .. 11. New Business Procedures .. 12. 3. CCC Sample Documents Sample: Customer Welcome Letter .. 13. Sample: Customer Annual Review Letter ..14. Sample: Customer Personal Insurance Review ..15. The Chubb Customer Center Chubb Customer Center . PRODUCER ENROLLMENT PROCESS 202 Hall's Mill Road, Box 1625, Whitehouse Station, NJ 08889-1625.

2 Phone: (800) 777-2131 * Fax: (800) 248-2259 Email Address: SaMPLE: Personal Insurance Review Step 1 ~ Review Enrollment Forms Martin Brady To begin the enrollment process, the Chubb Customer Center will provide you with the following enrollment forms 1 Main Street Primary Phone Number: (908) 777-2131. Whitehouse Station, NJ 08889 Primary Email Address: for review and completion: PRODUCER Enrollment Questionnaire To make changes to your Chubb policy, please contact the Chubb Customer Center at 1-800-777-2131. Updated Contact Information (If Applicable): We can provide a Customer listing for selection and enrollment into the Chubb Customer Center Address: .. Phone: .. SAMPLE Customer welcome letter for your review and approval .. Email: .. Property/Homeowners Step 2 ~ Complete and Submit Enrollment Forms 1.

3 Have you made any major renovations to your home or others structures on your property? o Yes o No The following forms must be completed, signed and returned to the Chubb Customer Center to ensure 2. Have you purchased a secondary residence or vacation home? o Yes o No 3. Have the occupants in your household changed? o Yes o No successful enrollment: 4. Have you installed a fire or burglar alarm system or any other protective devices? o Yes o No Chubb Customer Center SERVICE AGREEMENT (retain one copy for your records) 5. Have you sold or gifted any major items in the past year? o Yes o No PRODUCER Enrollment Questionnaire 6. Have you acquired any valuables, including: jewelry, furs, fine art, silverware, antiques or collectibles? o Yes o No 7. Is Flood coverage* required or a concern near your home?

4 O Yes o No APPROVED list of customers for CCC enrollment * Your Homeowner policy does not cover you for loss resulting from flood. If your property is located in a flood zone, flood Please INCLUDE your representative's name, title and signature* for the Customer welcome letter, if desired. coverage is required. To ensure you have the appropriate coverage needed to protect your home and property in the event of a flood, please call the Chubb Customer Center today. *NOTE: Your signature should be in black ink scanned to us electronically, which we will scan onto the Customer welcome letter. Automobile 1. Have you purchased, leased or sold any vehicles in the past year? o Yes o No 2. Have any household members become newly licensed in the past year? o Yes o No Step 3 ~ Confirmation of Enrollment 3.

5 Are there drivers listed on your policy, who no longer reside in your household? o Yes o No Upon receipt of your completed, signed enrollment forms, the Chubb Customer Center will send 4. Are there drivers in the household not listed on your policy? o Yes o No 5. Do you have vehicles garaged at a location other than your primary residence? o Yes o No you an e-mail confirming enrollment and provide the following: 6. Do you or other members of your household drive a company car? o Yes o No ELECTRONIC file containing your agency enrolled customers 7. Do you or other members of your household own a collector car? o Yes o No NOTE: Our service fee will be applied to the policy commission, effective the renewal date If you answered YES to question #2, #3 OR #4, please list the driver information below: Driver name Driver license # Driver name Driver license #.

6 SAMPLE of our Customer welcome letter for your final review and approval 1..3.. 2..4.. Step 4 ~ Customer Communication and Notification Miscellaneous Upon enrollment, we will notify your CCC enrolled customers about the Chubb Customer Center 1. Have you purchased any of the following items: Motorcycles, jet-skis, snowmobiles, campers, and will provide them with the following: golf carts, boats? o Yes o No Customer welcome letter from the Chubb Customer Center , signed by a member of your agency 2. Do you employ any permanent live-in domestic help or part-time help such as housekeepers, child care workers, groundskeepers? o Yes o No IMMEDIATE access to our staff of professional, licensed Chubb Customer Center employees 3. Do you or any members of your household operate an in-home business?

7 O Yes o No 4. Are your total assets higher than your current personal liability limit? o Yes o No Lookup Code Chubb Customer Center , a division of Federal Insurance Company 2 15. Chubb Customer Center of Federal Insurance Company Chubb Customer Center aDDENDUM TO PRODUCER aGREEMENT. 202 Hall's Mill Road, Box 1625, Whitehouse Station, NJ 08889-1625. WITH: Producer Name Phone: (800) 777-2131 * Fax: (800) 248-2259 Email Address: EFFECTIVE: Effective Date SaMPLE: Customer annual Review Letter The Producer Agreement entered into between INSERT AGENCY (hereinafter "Producer") and Chubb & Son, a Martin Brady division of Federal Insurance Company (hereinafter " Chubb ") on MM/DD/YY (hereinafter the "Producer 1 Main Street Agreement") is hereby amended as follows: Whitehouse Station, NJ 08889.

8 1. The following terms are added to the Section entitled Definitions: December 5, 2013. CCC means the Chubb Customer Center , which performs agency servicing functions for Chubb enrolled Dear valued Customer : producers We want to take a moment to thank you for entrusting us with your personal insurance through our relationship with CCC Policy means a policy produced by the Producer which is serviced by CCC in accordance with the BrokerName. You have been conscientious in seeking superior insurance protection through Chubb , but you may still be exposed terms of this Agreement. to additional risks that you may not have anticipated. CCC Policyholder means an insured with a CCC Policy. Lifestyles change from year to year. Homes, automobiles and other possessions are purchased or sold, assets increase and new Subproducer means a properly licensed insurance producer (agent or broker) who you identify to Company as drivers are licensed.

9 All these changes influence insurance coverage. Your policies may not be affording the protection you think you have. the authorized representative of the insured and who submits applications to you on behalf of a CCC. Policyholder. A review of your current insurance program can help protect your personal assets by providing you with an analysis of your exposures and policies before a loss occurs. As part of the review process, The Chubb Customer Center can assist you in making sure your insurance program and coverages are up-to-date, so you can have peace of mind. 2. The following new Section is added to the Agreement: Reviewing coverage and policy limits may also uncover cost savings for you in the form of preferred rates, credits for protective devices, multiple policy discounts or different deductibles.

10 Chubb Customer Center 's Authority and Responsibilities Producer grants CCC authority to service CCC Policies. The services provided may include, but are not We ask that you take a few moments to complete the enclosed Personal Insurance Review. Please note that this is a partial check- list of items that could affect your personal insurance coverage and may change over time. We encourage you to call The Chubb limited to, handling policy issuance, policy renewals, policy changes, return premiums, cancellation requests, Customer Center today to speak with one of our licensed Account Executives to review your personal insurance program. If you direct billing inquiries, reported claims and such other similar services as are typically furnished by Producer. prefer to send back your completed questionnaire, please take a moment to update your current contact information so one of our Account Executives can reach you.