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Iris

Iris
1Documents & Signers
Alder National – Auto & GL Quote.pdf1.1 MB
Commercial Supplemental Application.pdf2.6 MB
Coverage Selections – Auto & GL.pdf1.8 MB
3 documents · PDF
Applicant – Dana Whitfield dana@kestrelmillwork.com
Producer – Marisol Vega m.vega@harborpoint.com
Documents
ALDER NATIONALInsurance Co.
PO Box 4410 · Hartsdale OH · alder-national.example

Commercial Auto & General Liability – Quote

Named InsuredKestrel Custom Millwork LLC
Quote No.AN-26-88412
Term08/01/2026 – 08/01/2027
ProducerM. Vega · Harborpoint
Commercial Auto – 3 scheduled vehicles$9,860
General Liability – $1M occ / $2M aggregate$7,420
Total annual premium$17,280
Marisol Vega
ALDER NATIONALInsurance Co.
Form AN-SUP-04 · Commercial Lines

Commercial Supplemental Application

Legal NameKestrel Custom Millwork LLC
Premises1140 Sawmill Rd, Hartsdale OH
Business Information
FEIN
Years in business
No. of employees
Annual gross receipts
Description of Operations
General Questions – check all that apply
Any drivers under age 21?
Vehicles garaged at the listed premises overnight?
Formal driver safety program in place?
Any work performed above two stories?
Subcontractors used for installation work?
Certificates of insurance required by written contract?
Form AN-SUP-04Page 1 of 3
ALDER NATIONALInsurance Co.
Form AN-SUP-04 · Commercial Lines
General Questions – continued
Any claims or losses in the past five years?
Flammable finishes or spray booth on premises?
Sprinkler system in the shop?
Deliveries beyond a 100-mile radius?
Equipment leased or rented to others?
Prior coverage declined, cancelled or non-renewed?
Schedule of Covered Vehicles – informational
2021 Ford Transit 2501FTBW2CM·····1182
2019 RAM 2500 Tradesman3C6UR5CL·····0447
2023 Ford F-150 XL1FTFW1E5·····9036
Form AN-SUP-04Page 2 of 3
ALDER NATIONALInsurance Co.
Form AN-SUP-04 · Commercial Lines
Warranty & Acknowledgment
Form AN-SUP-04Page 3 of 3
ALDER NATIONALInsurance Co.
Form AN-SEL-11 · Required Elections

Coverage Selections – Commercial Auto & General Liability

Section A · Terrorism Coverage (TRIA)
I ELECT terrorism coverage – additional premium $128
I REJECT terrorism coverage
Applicant initials
Section B · Uninsured Motorists
I SELECT Uninsured Motorists coverage – $1,000,000 limit
I REJECT Uninsured Motorists coverage
Applicant initials
Form AN-SEL-11Page 1 of 2
ALDER NATIONALInsurance Co.
Form AN-SEL-11 · Required Elections
Section C · Optional Coverages
Include hired & non-owned auto liability – $214
Acknowledgment
Form AN-SEL-11Page 2 of 2
Add Fields 0 fields
Fields
Sent for signing

Everyone below has been emailed their own signing link.

Dana WhitfieldApplicant · dana@kestrelmillwork.com
✓ Link emailed
Marisol VegaProducer · m.vega@harborpoint.com
✓ Link emailed
Iris · Quote Packet · QP-3308 Placement · Automatic
Fields · placed from the quote
Named insured
Mailing address
Limits
Deductibles
Effective dates
E-sign · routed in order
InsuredSigned
ProducerSigned
CarrierPending
0 fields re-keyed Packet complete · Audit trail saved

What Iris
Does

Iris is e-sign for insurance. Instead of opening documents in DocuSign or Adobe, finding every signature, date, checkbox, and coverage selection, dragging each field onto the page, assigning it to the right signer, and configuring the signing order – the broker uploads the packet and Iris does that work automatically. Anything already filled gets skipped. The broker reviews the finished packet, adjusts anything, and sends.

Request a Demo
Detect Fields with AIAuto & GL Quote
ALDER NATIONALInsurance Co.
Auto & GL Quote · AN-26-88412
*
*
Marisol Vega
✓ 3 fields placed · clean draftSend for Signing →

An E-Sign That
Understands Insurance

Iris reads the packet like a broker and places every field a signer must act on – signatures, dates, initials, checkboxes, coverage elections – each on its exact line, assigned to the right signer. Anything already signed or filled gets skipped. The draft lands in front of the broker: review, adjust, send.

Sent for Signing0 of 2 signed
Dana WhitfieldApplicant · dana@kestrelmillwork.com SentOpenedFillingSigned
RemindSent
Marisol VegaProducer · m.vega@harborpoint.com SentOpenedFillingSigned
Sent
✓ Completed · E-SignedSigned copies emailed to every signer

From Sent
to Signed

Every signer is emailed their own signing link. The tracker shows where each one stands – sent, opened, filling, signed – with one-click reminders for anyone who stalls. When the last signature lands, everyone is emailed the signed copy and the packet is archived with a complete audit trail.

E-Sign
With Iris

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