Evidence of Insurance Before Closing — The Partner Desk
Realtors, lenders, closers: one form, one office.
When a closing or a funding date depends on insurance, the last thing anyone needs is a 1-800 queue. Use this desk to request evidence of insurance, a binder, a declarations page, or a corrected mortgagee clause for a mutual client, and to send us a new client who needs a policy before closing. Requests go straight to the service team at 121 W Broadway St in Owatonna and are handled in the order received during business hours.
What does the file need?
For existing clients of the agency. Not a client yet? Use the referral form further down and tell us the closing date.
Buyer needs a policy before closing?
Send them over with the closing date. A licensed agent quotes Farmers Insurance first and 20+ additional carriers, and gets the binder to the lender. Use the referral form on the partners page, or have the buyer start a home quote and mention your name.
The partner desk, answered plainly.
How quickly can you turn around evidence of insurance?
Requests are handled in the order received during business hours, Monday through Friday, 8:00 a.m. to 5:00 p.m. Central. Tell us the closing date and we prioritize accordingly. For a same-day closing, call the office and say "partner desk."
Can you change the mortgagee clause on an existing policy?
Yes, for policies written through our agency. Paste the clause exactly as the lender wants it and we submit the change to the carrier and send the updated declarations page.
What if the client is insured somewhere else?
We can only issue documents on policies we service. If the client wants to move the policy to us before closing, send them through the referral form with the closing date and a licensed agent takes it from there.
Do you share client information with partners?
Only with the client's permission, and only what the closing needs. Client details are used to service their policy, nothing else.