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Agent FAQs
General inquiries

How does an employer obtain workers’ compensation coverage through Summit?

  • If the interested party has a Summit-appointed independent agent, the agent may submit the policy through our WriteNow Online Quoting Service for review.
  • If the interested party does not have a Summit-appointed independent agent, the employer may contact our Sales department at 1-800-282-7648 to be referred to one of our appointed independent agents in their area.

How do I obtain a login for the website?
Click Log In from the upper right corner of the website. Next, select Request a Login.

How do I see who has web access for my agency, and how do I manage those web users?
Contact our Sales and Agency Relations department at 1-800-282-7648 for an updated listing of your agency’s web users or to request the removal of a web user who is no longer with the agency.

How do I update my agency information (e.g. address, phone, active agency employees, etc.)?
Contact our Sales and Agency Relations department at 1-800-282-7648 to request those updates.

Underwriting

How do I pull loss runs?
Loss runs may be printed and downloaded by selecting the Claims Search option from Agency Resources or Employer Resources drop-downs. You will then be prompted to log into the Online Business Center and select the appropriate policy number. From that point, simply enter “as of” date and indicate whether the loss runs should be pulled by policy period or policy year. Please note that both you and your client can generate loss runs as long as you have access to the Online Business Center.

How do I add a notice of cancellation and non-renewal to third parties?
Log into the Online Business Center and select the policy that you’d like to add the notice to, then select Request a Third Party Holder Notice from the policy drop-down.

Can the insured pay a down payment via credit card?
No, we do not accept payments via credit card.

Request a quote via ACORD upload

How does upload work? 
Simply create an original PDF of your ACORD form (either from your agency management system or with an ACORD fillable PDF/e-form). The upload will read the applicant information and load it directly into Summit’s WriteNow® Online Quoting Service.

To ensure data quality, only original PDFs can be used with uploading. An original or native file refers to an Adobe PDF that has not been converted to another file type (e.g., scanned and saved as a TIFF, JPEG, GIF, etc.) or converted from another file type into a PDF. 

Do I need to install anything to be able to upload the ACORD form?
Not at all. Simply log in to our WriteNow Online Quoting Service, click on Request Quote and follow the prompts. If you don’t have a username and password, simply click on Log In from our homepage and then Request a Login.

Is the process of extracting my client’s information from the ACORD form secure? 
Yes. Just as with all client and potential client data, Summit takes extensive measures to ensure that all data transfers are encrypted, protected and secure.

What is the benefit of uploading the ACORD form?
Uploading saves time by making duplicate entry a thing of the past, and it eliminates the need for an upload-compatible agency management system.  The moment you submit an account via WriteNow, you are listed as the agent of record. You will either receive an instant answer, or the submission will immediately go to your underwriter for review. 

Back2work®

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Agents | Frequently Asked Questions

General inquiries

  • If the interested party has a Summit-appointed independent agent, the agent may submit the policy through our WriteNow Online Quoting Service for review.
  • If the interested party does not have a Summit-appointed independent agent, the employer may contact our Sales department at 1-800-282-7648 to be referred to an appointed independent agent in their area.

Click Request a login in the header of the site.

Your agency’s web admin can see a list of your agency’s web users in the Online Business Center. Web admins can also add/remove a web user.

Contact our Sales and Agency Relations department at 1-800-282-7648 to request those updates.

Underwriting

Loss runs may be printed and downloaded by selecting the Claim Search option from the Log in drop-down in the upper right corner of the site. You will then be prompted to log into the Online Business Center and select the appropriate policy number. From that point, simply enter “as of” date and indicate whether the loss runs should be pulled by policy period or policy year. Please note that both you and your client can generate loss runs as long as you have access to the Online Business Center.

Log into the Online Business Center and select the policy that you’d like to add the notice to, then select Request a Third Party Holder Notice from the policy drop-down.

No, we do not accept payments via credit card.

Request a quote via ACORD upload

Simply create an original PDF of your ACORD form (either from your agency management system or with an ACORD fillable PDF/e-form). The upload will read the applicant information and load it directly into Summit’s WriteNow® Online Quoting Service.

To ensure data quality, only original PDFs can be used with uploading. An original or native file refers to an Adobe PDF that has not been converted to another file type (e.g., scanned and saved as a TIFF, JPEG, GIF, etc.) or converted from another file type into a PDF. 

Not at all. Simply log in to our WriteNow Online Quoting Service by clicking Request a Quote in the site’s header and follow the prompts. If you don’t have a username and password, simply click Request a Login in the header.

Yes. Just as with all client and potential client data, Summit takes extensive measures to ensure that all data transfers are encrypted, protected and secure.

Uploading saves time by making duplicate entry a thing of the past, and it eliminates the need for an upload-compatible agency management system. The moment you submit an account via WriteNow, you are listed as the agent of record. You will either receive an instant answer, or the submission will immediately go to your underwriter for review. 

Back2work®

This program can generate goodwill toward your agency. Not only can it be an added value to your client, but the program can also improve the agent/client relationship and promote account retention. Clients can receive extra help in returning their injured employees to work, which is a great way to help them avoid potential increases in premiums due to claims costs. 
The goal of a return-to-work program is to get the injured employee back to work, and the methods vary. We welcome accounts that already have return-to-work procedures and activities. Summit’s program offers forms, tools, and ideas that may supplement existing return-to-work programs. It is up to individual employers to make it happen, and they know their corporate cultures best.
There are no plans for an official discount or credit at this time. However, returning an injured employee to work can result in varied cost savings that may affect your client’s bottom line. The less time injured employees are away from work, the lower the claims costs. Claims can last longer than necessary because of poor communication.  
It is not necessary to have a workplace safety or drug-free workplace program in place to develop a Back2work program, but these programs go hand in hand with return to work and reflect an employer’s active role in managing workers’ compensation costs.

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