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August 2026 Product Newsletter
Welcome to the August edition of the CoverForce Quote & Bind Team newsletter! This month we'll spotlight Owner/Officer Inclusions, classifying risks with Tony AI, and review some impressive July stats.
Product Feature Spotlight: Owners/Officers — Included vs. Excluded
Owner/Officer inclusion is set automatically by state rules, not manual entry. You'll now see each Owner/Officer's inclusion status clearly, so you know at a glance who's counted.
Keep in mind: State and Legal Entity Type dictate inclusion/exclusion; there's no manual override yet. Enter Officer/Owner payroll only in the Owners/Officers tab (not on Location payroll) to avoid double-counting. A manual override feature is coming later this year.
Tips & Tricks: Classify Risks with Tony AI 🎯
Not sure what NAICS code to use? Try asking Tony AI. Simply describe the business and Tony AI will suggest a NAICS/SIC classification with appetite guidance built in.
Pro tip: Stuck on a class code? Ask Tony AI in chat, then use the NAICS Code Search to confirm or dig deeper.
This is not insurance advice and should always be verified by an insurance professional.
Impressive Stats · July 2026 🚀
Total Quoted Premium: Agents generated $81.7M in quoted premium in July.
Top Agency Bound Premium: The top agency bound $226,548 in July.
Single Highest Bound Quote: The single highest bound quote in July: $52,620.