ALTHEA
Schneider Insurance · Richard ▾
✓
Identity
✓
Requirements
3
Sign
4
Bound
16573 Pine Valley Ct, Loxley AL 36551 · Alex & Mariana Hartley
$1,520/yr · 2% wind · effective June 5, 2026 Details ▾
What's in the packet
5 documents · 1 PDF · ~1 MB
- 1Application & Quote Acknowledgment · covers underlying HO3 + coverage scopeHO sig
- 2AL §27-14-19.1 E-delivery ConsentHO sig
- 3MEP / Cancellation Disclosure · 75% in-season floorHO sig
- 4AL Surplus Lines Placement NoticeHO sig
- 5Diligent search affidavitAgent ✓
The dec page, welcome letter, policy form, bill of rights, and mortgagee EOI are not in this packet — they're generated and emailed to the homeowner after the policy is bound. The premium finance agreement is also separate — it lives in the Ascend payment checkout if the HO chooses to finance.
hartley-set-a.pdf
QR matches packet to quote
Hash · 4f8a · expires in 7 days if unsigned
Send it to your client②
Run the packet through your AMS e-sign workflow as usual — DocuSign, your built-in AMS sign tool, or whatever you use today. No special integration needed.
- Download the PDF above
- Upload it into a DocuSign / AMS sign envelope and route to alex@hartley.com
- Once Alex and Mariana have both signed, return here to upload the signed packet