Summit Insurance Brokerage

Producer Hub — House

Logs & Trackers

Master Sweep Log
Summit Sweep / Client Payment Log Renewal Log
Summit Renewal Log — all producers Leppo Sweep Tracker
Alex Leppo — payments tracker Churchill Sweep Tracker
Macie Churchill — payments tracker Vargas Sweep Tracker
Edwin Vargas — payments tracker de Grood Sweep Tracker
Alex de Grood — payments tracker

Forms

NB Entry Form
New Business Entry — one policy per submission Sweep Entry Form
Sweep Log Payment Entry Proposal Request Form
Formalize a package you already have

Client Materials

Personal Lines Brochure
Summit Insurance Brokerage — personal lines overview, PDF Commercial Lines Brochure
Summit Insurance Brokerage — commercial lines overview, PDF

Marketing

Coming soon
Individual marketing materials will appear here.

Training

Coming soon
Training resources will appear here.

Summit Insurance Brokerage of Texas · Producer Hub