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For brokers

Take your book off the FAIR Plan.

It’s cutting your commission and raising your clients’ rates. Send us your book and we’ll come back with bindable quotes on every policy we can move.

What you get

Regain your commission.

12% / 10%

New and renewal commission on everything we bind.

$1M+

Coverage A. We brought our minimum down to open this up.

30%+

Of your FAIR book we’ll target across several rounds.

How it works

Three steps, about ten minutes.

  1. 1

    Export one report

    Whatever your system already produces.

  2. 2

    Don’t filter it

    Send everything. We’ll find the FAIR and DIC policies.

  3. 3

    Send us your CSV

    We review it immediately and send back bindable quotes — not indications.

Step one

Export your policy CSV.

Pull your policy list from your management system. Stuck? Email fair@standinsurance.com.

Takes 30 seconds.
We’re here to help.

Schedule it once and never do this again.

  1. Reports → Reports 5.0 → Book of Business Detail
  2. Set Policy Status = Active. Nothing else.
  3. Add the columns below.
  4. Schedule it Monthly to fair@standinsurance.com — or just download the CSV.

Worth knowing — The direct download caps at 500 rows and truncates silently. Bigger book? Use the scheduled email — it isn’t capped.

Step two

Send us everything.

FAIR policies get typed in by hand, so the carrier name is spelled several ways across one book and the DIC wrappers get coded as ordinary Homeowners. A filter quietly drops a third of what we need.

Send all active personal-lines policies, one row per policy. We’ll find the FAIR and DIC ones.

We never contact your clients. You keep full control of your list — every offer goes out from you.

What to include

The columns.

Send what your report produces. We’ll work with what’s there.

Download example CSV

Required

  • Named insured (last, first)
  • Property address — street, unit, city, state, ZIP
  • Policy number
  • Carrier / master company
  • Line of business / policy type
  • Policy status
  • Effective date
  • Expiration date
  • Annual premium
  • Producer / agent of record
  • Your internal client ID

Helpful

  • Writing company / wholesaler / general agent
  • Coverage A / dwelling limit
  • Total insured value
  • Insured email and phone

Please leave out

  • Social security number
  • Date of birth
  • Driver’s licence
  • Bank or payment details

The property address, not the mailing address

A FAIR policy and its DIC wrapper arrive as two rows. The address is the only way to pair them — a PO box costs us the match.

Include the writing company if you have it

DIC wraps go through wholesalers — Amwins, Burns & Wilcox, CRC, RT — so your carrier column may show them instead of the paper.

Step three

Send it to fair@standinsurance.com.

Or reply to whoever you already work with at Stand. Monthly beats once — your book moves, and FAIR renewals arrive on a rolling basis.

What comes back

Bindable quotes, not indications.

Real Stand prices you can act on. What they pay today, what we charge, what you earn — and a one-button switch on the ones you want.

Insured Property address Coverage Pays today Stand price Difference Commission Status
Ellen Whitfield 218 Coyote Ridge RoadCarmel Valley, CA 93924 FAIR + DIC $11,120 $11,120 $0 $1,334 Stand wants it
Marcus Alvarado 74 Robles Del RioCarmel Valley, CA 93924 FAIR + DIC $7,955 $7,955 $0 $955 Stand wants it
Ray Okonkwo 45 Corona RoadCarmel Highlands, CA 93923 FAIR + DIC $12,350 $12,350 $0 $1,482 Stand wants it
Gloria Tam 7 Mesa TrailCarmel Valley, CA 93924 FAIR + DIC $9,640 $9,640 $0 $1,157 Stand wants it
Priya Raman 1160 Laureles GradeSalinas, CA 93908 FAIR only $11,280 $11,280 $0 $1,354 Stand wants it

Example view. Every quote binds at the price shown.