Screen
Identify the operation, location, products, exposures, timing, prior coverage, and decision needed.
For retail and wholesale brokers
Bring the difficult account. Keep the retail relationship clear.
CARMA helps retail and wholesale brokers prepare cannabis, hemp, and other specialty accounts for review. Identify your role in the placement so the team can confirm the appropriate distribution path.
At a glance
What should a broker send CARMA for account review?
Send a clear account summary covering the insured’s operations, locations, coverage needs, timing and placement challenge. Retail and wholesale intermediaries should identify their role and the existing agency relationship so CARMA can confirm the appropriate path.
Can wholesale brokers discuss an account with CARMA?
Identify your firm, your role in the placement and the account details. Confirm program access, appointment requirements and distribution arrangements with CARMA before promising a placement.
What needs individual confirmation?
State eligibility, licensing, market access, authority and service expectations require account-specific confirmation.
Summary updated . Editorial standards
Prepare
Collect the records that explain ownership, process flow, values, controls, losses, and contracts.
Send the account to CARMA
Provide a coherent account brief while keeping the retail broker relationship clear.
Important account information
Confirm service expectations, appetite, markets, states, licenses, and authority directly with CARMA.
Account-specific next step
Ready to bring CARMA the account?
Start with the business and account details you have. CARMA will identify what is needed next.