eCLIQ® and Systems Training
Register for a live webinar and find ways to help make every work day easier and more efficient with eCLIQ® and the Agents’ Portal. You can also scroll down learn a new tool or skill. Find the topics that matter most to you, learn at your convenience, and go at your own pace!
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Find out how to make every work day easier by using the Agents' Portal and eCLIQ®. We'll show you how the Agents' Portal has everything you need to do your job quickly and easily, from quoting new business to managing accounts. And discover how eCLIQ, our fastest policy quoting and administration system, allows you to quote all lines of business in one place and find the right coverage for every risk. (90-minute course)
Matching risks with coverages that fit can be a bit of a challenge. Shorten your learning curve by getting to know what Liberty Mutual products offer. Our instructor-led virtual session introduces three packages that provide built-in enhancements for businesses ranging from main street retailers to manufacturing operations or more complex businesses. We’ll also explore the Agents’ Portal to show you where to find coverage forms and highlight brochures. (90 minute course)
User ID Management
We'll cover best practices for managing user IDs and we'll also share the best ways to manage your agency's access to the Agents' Portal and eCLIQ®
Receiving and Delivering Policies
You choose how to receive and deliver policies. We'll also cover time and money saving services like ACORD eDocs and messages, electronic policy delivery, email notifications, and more
Your Way Pay
Learn how Your Way Pay works, how to start the registration process in eCLIQ®, client registration steps, and how it benefits both you and your clients for mutual success.
ACORD® eDocs and Messages
Learn how to get copies of policies, certain billing notices, and claims updates by downloading to your agency management system. It’s simple, convenient, saves time, and helps cut down on paper.
Like your very own mission control, the Agents’ Portal has everything you need to do your job quickly and easily, from quoting new business to managing all your accounts.
Learn to quote coverage for owned, leased, non-owned, and hired vehicles in eCLIQ®. Plus, learn to quote loan/lease gap coverage and other car coverage for business drivers without personal auto insurance.
Business Owner's Policy (BOP)
Learn to bundle and customize property and liability coverage for 340+ eligible classes. Get easy class and coverage selection, dynamic underwriting questions, and accurate pricing within minutes with eCLIQ.
See how easy it is to provide discounted and bundled property and liability coverage for your customers, along with a wide variety of industry-specific enhancements when you quote business in eCLIQ.
Learn how Liberty Mutual supports a paperless work environment and see how quick it is to implement these three easy steps towards your office's paperless efforts.
Inland Marine Contractor’s Equipment
Learn to quote contractor’s equipment on inland marine policies in eCLIQ to help protect clients with equipment on the move.
Lessors Risk Only
Learn how convenient and easy it is to quote lessors risk coverage for buildings with multiple occupants on a comprehensive business package in eCLIQ.
Managing Policy Delivery Preferences
Learn to customize your delivery preferences for each policy, including print or electronic agent and/or insured copies.
Monoline General Liability
See how easy it is to quote monoline general liability in eCLIQ. It's the perfect fit for small businesses that only need liability protection.
Learn how to quote monoline property in eCLIQ. It's the right solution for small businesses that only need property coverage.
Optional Liability Coverages
Provide your clients with the added liability protection they need—learn to quote cyber liability, miscellaneous professional liability, and errors and omissions for contractors and manufacturers.
Producer Appointment Validation
See how easy it is to manage agency/producer licenses and appointments with Liberty Mutual, then work with your agency's designated license administrator to make changes.
SmartNav: Appetite and Product Eligibility
Start every quote in eCLIQ by first determining risk eligibility and finding the right product to meet every clients’ unique needs with the help of our risk pre-qualification tool.
It’s easy to include umbrella coverage with every eCLIQ package policy. Provide your clients greater peace of mind and increased protection at a reasonable cost.
Learn to add workers compensation policies to an eCLIQ package policy and quote small monoline WC policies under $25,000 in select states and industries.
Adding an Umbrella
Adding Workers Compensation
Miscellaneous Scheduled Property
Re-Submit Prior Quotes Fast
SmartNav: Appetite and Product Eligibility