Newsbrief

November 1, 2022

Quoting a package product? Use our handy new tool

Finding the right product fit for your clients should be easy. That’s why we created the new Package/Product Determination Tool to route you to the best package product before you even begin a quote. Talk about convenient!

 

Here’s how it works:

  • Access the new tool directly in eCLIQ® within the new Appetite tab.
  • Enter a GL class code or description, and you’ll see our appetite for that specific class code in your state, as well as initial concerns associated with the class code.
  • If the property and liability are in our appetite, a button labeled See Package/Product Determination will appear.
  • From there, answer a few risk-assessment questions, and the tool will display the right package product for your client.
  • Click Start Quote, and you are then routed to the Advanced tab with the package product already selected for you. You can then add any other lines of business you’d like to quote, and you’ll be routed to the appropriate system to begin your quote.

We originally piloted this new tool in Colorado, Indiana, Maryland, North Carolina and Ohio, and now it’s available to agents countrywide! To help us continue to improve it, please share your feedback through the pop-up survey in the lower-right corner once you complete the risk-assessment questions.

 

The new tool will eventually replace the Pre-Qualify Tool, offering more robust information about our appetite and a more streamlined quoting experience all in one. For detailed guidance on how to use the new tool, please see our helpful user guide.

Finding the right product fit for your clients should be easy. That’s why we created the new Package/Product Determination Tool to route you to the best package product before you even begin a quote. Talk about convenient!   Here’s how it works: Access the new tool directly in eCLIQ® within the new Appetite tab. Enter…

Informing clients about rising property value-ups

Earlier this year, we gave you information about the various economic factors driving up the cost of construction – and with it the cost of repairing and replacing commercial property. On Sept. 30, our renewal mailings to clients with commercial property coverage started including a stuffer with information about these inflationary factors and how higher property value-ups are necessary to keep them insured to value. We hope that, by furnishing policyholders with this information proactively, we can support you in your renewal conversations and help improve retention.

Earlier this year, we gave you information about the various economic factors driving up the cost of construction – and with it the cost of repairing and replacing commercial property. On Sept. 30, our renewal mailings to clients with commercial property coverage started including a stuffer with information about these inflationary factors and how higher…

Save your seat: Account Manager Development Program

To align with current agency roles, the CSR Development Program has be renamed Account Manager Development Program. Newer account managers who enroll in this comprehensive insurance training program will sharpen their service and sales skills and learn the techniques they need to succeed in small commercial insurance. Seats are available now for 2023 sessions for the Account Manager Development Program.

 

Get the details and sign up today.

To align with current agency roles, the CSR Development Program has be renamed Account Manager Development Program. Newer account managers who enroll in this comprehensive insurance training program will sharpen their service and sales skills and learn the techniques they need to succeed in small commercial insurance. Seats are available now for 2023 sessions for…

Instant access to certificates of insurance — let’s share the good news!

Your clients now have the ability to generate their own certificates of insurance — or proof of insurance – for both property and liability from their online accounts. This unique digital capability means faster processing times for your clients and fewer administrative tasks for you.

 

To ensure customers with eligible policies are aware of this exciting and convenient new capability, we’ll be sending them an email to promote it and provide step-by-step guidance on how to generate their certificate. Some customers will receive this email as early as Nov. 2, while others will receive it in Dec. You can view a copy of the email here.

 

Consumer demand for digital capabilities is at an all-time high, and your clients want tools that make doing business easier and faster. This is just one way we’re delivering on that, and we look forward to sharing additional capabilities as they’re introduced.

Your clients now have the ability to generate their own certificates of insurance — or proof of insurance – for both property and liability from their online accounts. This unique digital capability means faster processing times for your clients and fewer administrative tasks for you.   To ensure customers with eligible policies are aware of…

TX: Fleet management telematics credit

Before writing new commercial auto business, be sure to ask clients if they use a fleet management telematics solution to track and improve driver safety. Texas-based businesses with fleet management telematics systems are eligible for a credit of up to 10%. Credits are only available for new business policies. To determine eligibility and request the credit for a new client, contact your underwriter before issuing a policy.

 

Note: All policies must be written as new business in eCLIQ® by a Texas-based agent. Businesses must have primary operations in Texas and own two or more power units. Underwriters determine credit eligibility and amount based on overall risk characteristics and rating factors.

Before writing new commercial auto business, be sure to ask clients if they use a fleet management telematics solution to track and improve driver safety. Texas-based businesses with fleet management telematics systems are eligible for a credit of up to 10%. Credits are only available for new business policies. To determine eligibility and request the…

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