What is required for a new business submission?
The State Fund is underwriting more than ever before so the mantra is “the more info the better.” Here are “must haves” or your submission will get closed immediately by the State Fund:
- Completed ACORD 130 –
- Detailed description of Operations – the more detailed the better pricing you could receive so do not be vague.
- Complete Owner or Officer Information is required. Ownership percentage must be disclosed and total 100%. If a corporation, you must let us know who the President, Treasurer and Secretary are with their full names. Owners of partnerships or sole proprietorships must be identified and percent of ownership disclosed. LLCs must list all managing members.
- 4 years of loss runs currently valued within 100 days of inception date on carrier letterhead. Not required for new business ventures or insureds who have never carried WC before. For accounts with a lapse in coverage, we must have a Notice of Cancellation for the periods that they had insurance. The State Fund will close their file immediately if they don’t have this information.
- State Fund Supplemental Application.
- 4 previous year’s payroll and premium totals – this does not have to be broken out by class code; totals are ok.
- Current/Active License information where applicable – CSLB, MCP, DMV, PUC for truckers, etc.
- Please note that if you submit business through our new business submission portal found at www.statefundfirst.com, the ACORD 130 and the State Fund Supplemental are included in those questions.
How long does it take to receive a new business quotes?
It's taking anywhere from 2-10 business days based on submission size to receive a quote from the State Fund. For accounts over $500k, staffing, and PEO’s take 45-60 days.
What about a rush quote?
There is no such thing. If you have an account expiring tomorrow, your deadline will not be met. A submission can possibly be moved towards the front of the line but the fastest turnaround time you should expect right now is approximately 2-10 business days. Please provide information that clarifies why a rush is needed, i.e. lapse in coverage, new business startup, just hiring their first employees, etc. Insureds that currently do not have insurance can receive top priority but we need to know about it.
How do I get the most competitive premium?
To get the most competitive pricing the State Fund has to offer, here are a few key pointers:
- No lapse in coverage.
- 5 year payroll history. If 5 years is unattainable, then provide at least 4 years. Ideally, payroll history broken down by class code is the best.
- The current experience modifier worksheet. If you are not the incumbent agent, the insured should be able to provide their ex mod worksheet to you. If the insured does not have one, they can order their ex mod worksheet one time from the WCIRB for free.
- Ex mod history – available from Compline or the WCIRB for free.
- Detailed description of operations including employee’s job duties. Vague or general descriptions of operations only hurt your chances with any underwriter, not just the State Fund.
- 4 years of loss runs. The State Fund will not quote any risk that does not provide loss runs.
Will the State Fund revise the payroll once they have a released a new business quote?
In some cases, the State Fund may agree to reduce payrolls when the insured can provide evidence substantiating their payroll, usually by providing the past two quarters DE9s or a valid reason as to why there is now a reduction in payroll. Again, this is in rare instances and in general, one should consider the State Fund unwilling to reduce payrolls.
What if I need assistance in determining which workers compensation classification codes should be used?
The Workers Compensation Insurance Rating Bureau (WCIRB) is extremely helpful in assisting on determining the proper class code for a risk. The WCIRB can be reached at (415) 777-0777. You will need to be prepared to fully explain the insured’s operations.
How do I submit New Business applications for quoting?
Submissions should be made through our new business submission portal found at www.statefundfirst.com on the left hand side of the page under “Submission”. Create your login and password and begin the submission process. StateFund First utilizes a third party software provider call Appulate. If you already have a login and password for Appulate, you can use this for StateFund First.
What if I need questions answered while entering data on the submission portal?
Please email Erica Bro with StateFund First at Erica_Bro@statefundfirst.com.
Can we email or fax a submission as a pdf?
We do take submissions via email or fax but they take lower priority to those submissions sent through our submission portal found at www.statefundfirst.com
We do not accept handwritten applications.
What is required to bind an account?
When you’re ready to bind an account, email the following to bind@statefundfirst.com:
- Copy of any other required documents such as a Signed Officers’ Waiver Forms.
- Request to bind by email
Who should the check by made out to?
Checks should be from the insured and made out to The State Compensation Insurance Fund.
Should I mail the check after requesting to bind?
NO! Please hold the check until a Bind Confirmation Email is received from us. The address to mail the check to will be in the Bind confirmation email. The Remittance Form should accompany the check to the State Fund. If you do not receive a Bind confirmation email and remittance form from us within 48 hours, you should contact us.
What is a “BindConfirmation Email?”
The Bind confirmation email is a from the State Fund acknowledging the effective date of coverage bound and the deposit amount owed.
What is a Conditional Bind?
For accounts issued with a condition al bind, it is important that the client remit any and all outstanding items shown on the conditional terms. If not, the policy may be rescinded. In order to obtain a new policy, the outstanding premium must be paid in full prior to or at the time of binding coverage. Binding is contingent upon satisfying what is mentioned on the conditional terms.
When will the coverage be bound?
For accounts that do not have an established renewal date, i.e., accounts without coverage, the effective date will be the day after the State Fund receives a valid bind request and the signed terms letter. For accounts that have an established renewal date and a full submission is into the State Fund before the expiration date, the State Fund will endeavor to honor the anniversary date but there are no guarantees.
How many days do we have to get the actual deposit check into the insured?
You have 8 days from the date of the Bind email. Checks should be from the insured, not your agency, and should be made payable to the State Compensation Insurance Fund. Checks should be mailed directly to the State Fund at the address stated in the Bind email.
When we were appointed directly with the State Fund, our agency sent the deposit checks to a different address. Can we still send checks to this address?
NO! Sending deposit checks to a different address than what is shown in the Bind Letter will result in a lost check and only delay the binding of coverage.
Should we send the deposit check to StateFund First/AJG?
No. This will only delay the process.
Will the State Fund take our agency’s check?
The State Fund prefers the checks be directly from the insured; however, if the insured does not have a checking account, they will accept a check drawn on your agency’s trust account.
Can the insured make the deposit check out for more than the required amount?
NO! The State Fund’s accounting system cannot handle overpayments on the deposit amounts.
Describe the binding process for New Business.
- When you’re ready to bind, please email a bind request to bind@statefundfirst.com:
- The Bind Request should include the following:
- Copy of any other required documents, i.e. Signed Officer’s Exclusion, etc.
- Once the Bind Request is received, we email our request and required documents to the State Fund.
- The State Fund underwriter will then issue a Bind confirmation email to StateFund First.
- StateFund First in turn, will forward the Bind email to your agency.
- PLEASE NOTE: At this point, do NOT mail the deposit check to the State Fund.
- PLEASE NOTE: The State Fund in some cases is taking up to 3 business days to issue a Bind confirmation.
- PLEASE NOTE: Coverage is not bound until the Bind email is received from the State Fund.
- If you do not receive a Bind Letter from us within 5 days of your initial request, please follow up with your StateFund First underwriter/Agency Service Rep. us by sending an email to: service@statefundfirst.com.
- When you receive the Bind email from us, please immediately mail the insured’s deposit check (made payable to the State Fund) along with the remittance form with required documents to the address shown on the Bind Letter. You have 8 days to get the deposit check and required documents to the State Fund.
- Once the State Fund receives the deposit check, they will issue a policy.
- The State Fund will mail the policy directly to your insured.
- We will email an agent copy of the policy to your agency once we receive it.
Who should I contact about new business?
The following individuals should be contacted regarding new business quotes based on your agency's name you registered with the StateFund First:
|
Agency Name: |
Agency Rep |
Telephone |
|
|
#, A–J |
Jason Horner |
(415) 536-8460 |
|
|
K-Z |
Kalandra Robinson |
(415) 536-8631 |
|
|
Renewals, Large Accts ($500k+) |
Nichole Gonzalez |
(415) 536-4003 |
Bind Requests
Email: bind@statefundfirst.com
All Servicing Inquiries (endorsements, cancellations, loss runs)
Email: service@statefundfirst.com
Renewal Inquiries
Email: renewals@statefundfirst.com
Appulate Submission Technical Support
Email: Erica_Bro@statefundfirst.com
Billing/Commission Requests
Email: service@statefundfirst.com
Broker of Records Requests
Email: service@statefundfirst.com
New Business Submissions
Certificates of Insurance/Waiver Requests/Additional Insured/MCP-65
The State Fund discontinued issuing certificates of insurance in 2012. You may now issue a certificate from your office using an ACORD Certificate of Liability (ACORD 25.) The exception to this is the DMV MP65 which the State Fund must sign. For these forms, please email: service@statefundfirst.com
Payroll Report/Audits
Payroll reports can be submitted directly by the policyholder by registering and submitting online at www.StateFundOnline.com , by calling the ecommerce line at 888-782-8338, or it can be sent to service@statefundfirst.com. The fastest way to resolve a delinquent payroll report is to call 888-782-8338. For inquiries about audits; the policyholder can contact the State Fund directly by calling 888-782-8338.
Thank You! www.statefundfirst.com
What is required to renew a policy?
Renewals are automatically issued, so technically, you don’t really need to do anything; however, if you have any payroll updates or other changes for the upcoming renewal period, you should email the changes to renewals@statefundfirst.com at least 60 days prior to renewal. Typically, a RIF (Renewal Info Form) will be emailed to you at least 60 days prior to the renewal, you may review with your client and submit changes along with any officer or ownership updates.
Will our agency receive a renewal quote?
The State Fund does not always release renewal quotes in a timely manner. As we receive the renewal quotes we will release them to your agency. If the policy is issued with the quote, we will also send you the policy as well. But remember that because you don’t receive a quote or a policy, it doesn’t mean the policy was not renewed.
What is required to bind a renewal policy?
Renewal policies are automatically renewed. State Fund renewals are automatic unless the policy is written on an expiring basis which is rare and would be noted on your client’s policy. The policy will be Direct Billed by the carrier; a down payment is not required to renew. Renewal bills are usually sent out approximately 5-10 days after the policy effective date. State Fund will include the policy surcharges with the first premium installment bill. Deposit and surcharges will be billed for minimum premium policies only.
Will the insured need to mail a deposit check in order to bind?
No, the insured enjoys a “rolling” deposit with the State Fund. If there is any increase in this deposit, the State Fund will bill the insured directly.
Why didn’t I receive a renewal quote?
The State Fund does not always release renewal quotes in a timely manner and in some cases might not release a renewal quote at all. If you do not receive a renewal policy, please email renewals@statefundfirst.com and we’ll make sure you receive the policy.
What if we don’t want to renew the policy with the State Fund?
If you become aware that an insured does not want to renew with the State Fund and it is before the renewal date, please email service@statefundfirst.com and let us know not to renew the policy. If the insured does not take the policy after the renewal date, please email a signed Lost Policy Release to service@statefundfirst.com and we will have the policy canceled flat. If you are requesting a flat cancellation of a renewal greater than 30 days, the State Fund also requires a copy of the declarations page of the replacement coverage.
Who should I contact about renewals?
Please email renewal inquiries or changes to renewals@statefundfirst.com.
Do I have access to the State Fund’s system to view my accounts?
No. Unfortunately, the State Fund withdrew your access to their system when your agency was terminated.
Without access, then how do I inquire about billing issues, request endorsements and loss runs or order a certificate?
- The State Fund discontinued issuing certificates of insurance in 2012. Your agency my now issue an ACORD certificate and send it directly to the cert holder/requester.
- Billing inquiries should be emailed to service@statefundfirst.com.
- Payroll reports can be submitted directly by the policyholder by either, registering and submitting online at www.statefundca.com or by calling the eCommerce line at 866-721-3498. The fastest way to resolve a delinquent payroll report is to call 866-721-3498.
- For inquiries about audits, the policyholder can contact the State Fund directly by calling 925-460-6437 or by sending an email to raudit@sdcif.com.
- Endorsements and loss run requests should be emailed to service@statefundfirst.com
- Renewal inquiries should be emailed to renewals@statefundfirst.com
- New business follow-ups for quotes should be emailed to service@statefundfirst.com.
Billing
Who should I contact regarding billing questions?
Please email billing inquiries to service@statefundfirst.com. In addition, the insured can contact the State Fund directly at their toll free customer service care number at 888-782-8338.
Commissions
Who should I contact about my Arthur Gallagher/StateFund First Commission Statement?
Please email your commission inquiry to service@statefundfirst.com.
Audits & Payroll Reports
Who should I contact about audits or audit disputes?
For inquiries about audits, the policyholder can contact the State Fund directly by calling 925-460-6437 or by sending an email to raudit@scif.com.
To set up an audit, the policyholder can contact the State Fund directly by calling 925-460-6437 or by sending an email to raudit@scif.com. Audit disputes should be handled by sending an email to raudit@scif.com with details as to why the insured feels the audit is incorrect.
Who should I contact about missing payroll reports, errors on payroll reports or any other question about a payroll report?
Payroll reports can be submitted directly by the policyholder by either, registering and submitting online at StateFundOnline.com or by calling the ecommerce line at 866-721-3498. The fastest way to resolve a delinquent payroll report is to call 866-721-3498.
Do I have access to the State Fund’s system to view my accounts?
No. Unfortunately, the State Fund withdrew your access to their system when your agency was terminated.
Without access, then how do I inquire about billing issues, request endorsements and loss runs or order a certificate?
- The State Fund discontinued issuing certificates of insurance in 2012. Your agency my now issue an ACORD certificate and send it directly to the cert holder/requester.
- Billing inquiries should be emailed to service@statefundfirst.com.
- Payroll reports can be submitted directly by the policyholder by either, registering and submitting online at www.statefundca.com or by calling the eCommerce line at 866-721-3498. The fastest way to resolve a delinquent payroll report is to call 866-721-3498.
- For inquiries about audits, the policyholder can contact the State Fund directly by calling 925-460-6437 or by sending an email to raudit@scif.com.
- Endorsements and loss run requests should be emailed to service@statefundfirst.com
- Renewal inquiries should be emailed to renewals@statefundfirst.com
- New business follow-ups for quotes should be emailed to service@statefundfirst.com.
How do I request a certificate of insurance?
The State Fund discontinued issuing certificates in 2012. Your agency can issue a certificate of insurance using the ACORD 25 GL certificate. You should send the certificate directly to the certificate holder/requester. Please email a copy of the certificate to service@statefundfirst.com.
What if I need an endorsement such as a Blanket Waiver of Subrogation?
Blanket Waiver of Subrogation can only be requested at new business or renewal.
How long does it take to get a Waiver of Subrogation issued?
It is currently taking 3-5 days for the State Fund to issue a Waiver.
What is the charge for a Waiver of Subrogation and when does the insured need to pay?
The regular waiver charge is 3% of the job amount, and it is collectible at audit. The blanket waiver charge is 2% added the the quoted premium.
What about requests for other endorsements?
All endorsement requests should be emailed to service@statefundfirst.com.
Do I have access to the State Fund’s system to view my accounts?
No. Unfortunately, the State Fund withdrew your access to their system when your agency was terminated.
Without access, then how do I inquire about billing issues, request endorsements and loss runs or order a certificate?
- The State Fund discontinued issuing certificates of insurance in 2012. Your agency my now issue an ACORD certificate and send it directly to the cert holder/requester.
- Billing inquiries should be emailed to service@statefundfirst.com.
- Payroll reports can be submitted directly by the policyholder by either, registering and submitting online at www.statefundca.com or by calling the eCommerce line at 866-721-3498. The fastest way to resolve a delinquent payroll report is to call 866-721-3498.
- For inquiries about audits, the policyholder can contact the State Fund directly by calling 925-460-6437 or by sending an email to raudit@sdcif.com.
- Endorsements and loss run requests should be emailed to service@statefundfirst.com
- Renewal inquiries should be emailed to renewals@statefundfirst.com
- New business follow-ups for quotes should be emailed to service@statefundfirst.com.
How can our agency view our policies, transactions and other related documents for an insured?
At the current time, our web portal is a new submission portal only.
What about my access to the State Fund’s system?
Unfortunately, your agency’s access to the State Fund’s system was discontinued when your appointment was terminated.
If I have no access to view my accounts, then how do I check on billing status, and request endorsements and loss runs?
All billing inquiries should be emailed to service@statefundfirst.com. In addition, the insured can contact the State Fund directly at their toll free customer service care number at 888-782-8338.
Payroll reports can be submitted directly by the policyholder by either, registering and submitting online at www.statefundca.com or by calling the eCommerce line at 866-721-3498. The fastest way to resolve a delinquent payroll report is to call 866-721-3498.
For inquiries about audits, the policyholder can contact the State Fund directly by calling 925-460-6437 or by sending an email to raudit@scif.com
Endorsement Requests
Email: service@statefundfirst.com
Loss Run Requests
Email: service@statefundfirst.com
Cancellations/Reinstatements
Email: service@statefundfirst.com
Certificates of Insurance
The State Fund discontinued issuing certificates of insurance in 2012. You may now issue a certificate from your office using an ACORD GL Certificate (ACORD 25.) The exception to this is the DMV MP65 which the State Fund must sign. For these forms, please email: service@statefundfirst.com
How do I submit business through the StateFund First portal?
The easiest way to submit business through our portal is to download our print driver to your computer. This download takes approximately 30 seconds to 5 minutes depending on your Internet connection speed. Once the print driver is downloaded, you now the have the ability to upload all the data stored in an ACORD application directly to our web site with very few keystrokes. It’s an easy process where you simply select our printer when printing the application.
You may also manually enter an application into our submission portal.
Can I email or fax ACORDS?
95% of our applications are received through our on-line submission portal but we accept emailed or faxed ACORDs. Please keep in mind that emailed or faxed applications take a lower priority to business submitted on-line. Also, please note that we do not accept hand-written applications.
Are there any instructional materials available to assist our agency in submitting business on-line?
Yes, please click on these two downloadable pdfs for detailed instructions.
Instructions:
Submission Process Instructions - Upload
Submission Process Instructions - Manual
What if I run into problems while either trying to upload or enter data into the submission portal?
You can email support@appulate.com. The Appulate support team is very responsive and should get back to you within 5 minutes during business hours.
You can also call or email Erica Bro of StateFund First. Erica will help guide you through the submission process. Erica can be reached at Erica_Bro@statefundfirst.com.
Do you have any further assistance or a webinar available for the submission portal?
StateFund First hosts a webinar once a month on how to submit business through the StateFund First submission portal. For further information or instructions on signing up, please contact Erica Bro directly at Erica_Bro@statefundfirst.com. An email blast is sent out monthly with the listed training date.
How does the Broker of Record process work for New Business and Renewals?
You may submit a broker of record (BOR) letter on any quote, submission or currently owned by another broker or a policy or new business written directly with the State Fund (no broker.)
Broker of Record letters MUST be emailed to service@statefundfirst.com. If the Broker of Record letter is sent to an individual or another StateFund First email box, you will be politely asked to email it to service@statefundfirst.com. The letter will NOT be forwarded to service@statefundfirst.com.
BORs for transferring business from a broker to StateFund First
- Please use the New Business BOR template (pdf) or the Renewal Business BOR (pdf) letter when requesting to transfer business from a State Fund appointed agency to your agency. Please note that StateFund First/Arthur J. Gallagher & Co (AJG) will be the official broker of record.
- The Broker of Record letter must be received by us more than 10 calendar days prior to the effective date of a new submission or renewal of a State Fund policy. BOR letters received less than 10 calendar days will be recognized as a mid-year Broker of Record change. Mid-year Broker of Record changes are not commissionable and your agency will not receive any commission until the policy renewal with the State Fund.
- Please note that for new business submissions that you are taking over by a BOR letter, you MUST provide a complete submission. The State Fund will NOT provide a quotation based on the other broker’s submission
- The State Fund will notify the current broker of the receipt of a new BOR letter and will give 5 calendar days from the date of their letter of notification for the current broker to submit a letter of rescission.
- If a rescission letter is not received by the State Fund from the current broker within the 5 calendar days, StateFund First/AJG shall become the recognized broker of record.
BORs for transferring business directly from the State Fund (no agent) to StateFund First
- Please use the New Business BOR template (pdf) or the Renewal Business BOR (pdf) letter when requesting to transfer business from a direct relationship to your agency. Please note that StateFund First/Arthur J. Gallagher & Co (AJG) will be the official broker of record.
- If a BOR letter is received for a direct State Fund policy at least 10 calendar days prior to the renewal date, the policy will be converted at renewal to a brokered policy, however you will not be eligible for commission for this policy until the following renewal period.
- If a BOR letter is received for a direct State Fund policy 10 calendar days or less prior to the renewal date, the policy will be converted at renewal to a brokered policy, however you will not be eligible for commission for this policy until the following renewal period.
Who must sign a broker of record letter to make it valid?
A BOR letter must be signed and dated by the insured’s owner, partner, or corporate officer, or by the Executive Director for nonprofit entities. The individual signing the BOR letter must have the authority to contractually bind the insured to a contract.
Where should a broker of record letter be emailed?
Please email a broker of record letter to service@statefundfirst.com
Specific (regular) waivers of subrogation can be requested at any time during the policy period by endorsement. You may send your WOS request to service@statefundfirst.com for processing. We have a waiver form in the Submit Business section of our website. Waivers comes at a 3% surcharge for the payroll generated by the waiver. This will be done and charged at audit. An Additional Insured may also be requested with or without a waiver of subrogation. There is no charge for an additional insured. No blanket option for an additional insured.
How do I have the Blanket Waiver endorsement added to a policy?
A: The Blanket Waiver of Subrogation endorsement must be added to the policy at new business inception. The request for a blanket waiver must be included on your new business submission.
Renewing policies: Answer "Yes" to the question asking if you want the Blanket Waiver endorsement on the policy on the Renewal Information Form along with any other changes. Email the Renewal Information Form to renewals@statefundfirst.com.
New policies: Our online submission system has an option for the Blanket Waiver or Specific waiver on the final page prior to submitting.
The two percent charge for the blanket waiver will be included in the quote.
If the Blanket Waiver endorsement is not requested prior to the inception of a new or renewing policy, it will not be added until the next renewal.
Which clients should consider a blanket waiver?
A: A blanket waiver is a good option for policyholders who enter multiple written contracts that require a waiver of subrogation and cover much of their business activity in a year. Also, it's a good option for those policyholders who want the ease associated with one decision at the time the policy is requested and eliminates the need to provide segregated payroll to the premium auditor.
How can I figure out which option best suits my client?
A: The best way to assess whether a blanket waiver or specific waiver is best for your client is to evaluate the cost of the surcharges. Estimate what two percent of the annual premium would be, then figure out the premium associated with third parties that require a waiver. If it is less than two-thirds of two percent of the annual premium, then the specific waiver may carry less of a surcharge. You may also want to factor in the cost of requesting the specific waivers each time one is needed versus requesting the blanket option upfront-doing so may make the blanket waiver a better option.
Can my clients change options after the policies are issued?
A: Once a policy is issued with either a blanket or specific waiver your client can not choose another option until renewal. For that reason, it is best for your client to make the decision prior to binding coverage with us for either a new or renewal policy.
When can I note on the ACORD 25 certificate that the blanket waiver exists on a policy?
A: Once the blanket waiver is endorsed onto the policy, it can be noted on the ACORD 25. Also, if you need to attach a copy of the Blanket Waiver endorsement to a certificate, please request a copy from us at service@statefundfirst.com
Important: You should add the Blanket Waiver endorsement and/or attach a copy of the endorsement to the ACORD 25 certificate ONLY when the third party requires a waiver in their written contract with your client.
Should I request that the specific waivers on a policy be deleted when the Blanket Waiver endorsement is added?
A: Yes, you will need to determine if any existing specific waivers should remain on your client's policy. Some third parties, such as Los Angeles World Airport (LAX), do not accept the blanket version of a waiver of subrogation endorsement and require a specific waiver instead. After reviewing your client's needs, you may request that any unneeded specific waiver endorsements be deleted from the policy by contacting your State Fund underwriter.
If my client no longer needs a Blanket Waiver endorsement, can I have it removed from the policy?
A: Once endorsed on a policy, the Blanket Waiver endorsement will automatically renew with the policy (please make sure to re-select this option on the RIF). You can request the endorsement be removed from the policy prior to policy renewal for the upcoming year-it can only be removed as of the policy renewal date.
Does StateFund First offer any other products besides access to the State Fund?
Package or GL
- Artisan or Trade Contractors
- BOPs for all BOP classes through AmTrust and USLI
- Bars & Restaurants (including Fast Food)
- Beauty, Barber and Nail Salons
- Child Care
- Convenience, Deli and Grocery Stores
- Janitorial Services
- Mercantile
- Offices
- Retail Liquor Stores
- Liquor Liability
- Special Events
- Vacant Buildings and Vacant Land
Contact: Frank Tarantino at frank_tarantino@statefundfirst.com
Workers Compensation
- AmTrust
- Applied Underwriters
- Berkshire Hathaway
- ICW
Contact: Frank Tarantino at frank_tarantino@statefundfirst.com
Package, Auto, Umbrella and Workers Compensation
- Nonprofit Organizations
- Social Service Agencies
- Religious Organizations
Contact: Frank Tarantino at frank_tarantino@statefundfirst.com
Who Handles PUC Certificates?
The State Fund will now handle requests for Public Utilities Commission (PUC) Certificates.
How Do I Submit A Request For A PUC Certificate?
If you need a PUC certificate for your State Fund policy, please submit your request to us at service@statefundfirst.com
What Information Do I Need To Provide When I Submit My PUC Certificate Request?
The Following:
- Policy #
- Policy name
- Type of PUC license needed Passenger Carrier (PSG), Household Goods Moving (Moving Company), MTR, or Private Carrier (CA) and Carrier ID#
Training
This recorded webinar is provided for your convenience. Company personnel at Appulate and StateFund First offer tips and training on how to use the system. They address how to set up your agency on the system, how to submit a risk online and how to upload a risk from your agency management system into the Appulate system.