Practices & Procedures
ENROLLMENT AND RESOURCES
• Jeanne Jackson is the SDI “Clearinghouse” • Collects Prequalification from Subs • Updates Prequalification Database
• Manages Project Enrollment • Manages Invoicing from Zurich • Mike Behm is the AJ Gallagher and SDI POC • ALL Projects Must Enroll & Update • Enroll Using Enrollment Form – Zurich will Invoice Immediately
• Bill Client on 1 st Invoice (If Client is paying for SDI) • Update Project Value with Zurich Prior to Final Invoice • Zurich Will Audit All Projects Annually
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