Newsbrief

September 12, 2023

Changes to Agent of Record process

Effective Sept. 4, we’re making changes to our Agent of Record/Service/Broker of Record (AOR/AOS/BOR) process to make it easier to do business with us.

 

We will no longer require applications for AOR/AOS/BOR on inforce accounts (new business submissions will continue to require applications if we are completing the rating).

 

The letter sent to the gaining agent will now include the following statement: Please be advised that the insured’s coverage will remain as currently written. If you would like to make changes to the existing coverage, such as changing limits, please submit an endorsement request. No reply from you is acknowledgement that the policy is correct.

 

The waiting period will be reduced from 10 to five days.

 

Review this document to learn more about our Agent of Record procedures and how to submit a request.

 

Effective Sept. 4, we’re making changes to our Agent of Record/Service/Broker of Record (AOR/AOS/BOR) process to make it easier to do business with us.   We will no longer require applications for AOR/AOS/BOR on inforce accounts (new business submissions will continue to require applications if we are completing the rating).   The letter sent to…

We’re retiring the Pre-Qualify Tool — but a better option is available!

On Oct. 2, we’re retiring the Pre-Qualify Tool within eCLIQ®. Going forward, the new Package/Product Determination Tool will be your go-to tool for help finding the right package product for your clients.

 

The new tool offers an improved quoting experience, with features such as:

  • Dynamic business description search field, so you can search by type of business or ISO code
  • Indication of whether your client’s business is within appetite before prompting you to answer underwriting and product fit questions, so you know when to move forward or when to move on
  • Fewer underwriting and product fit questions, so you can complete your quote faster
  • Integration into eCLIQ’s main menu, for a more streamlined quoting experience

What’s more — the Package/Product Determination Tool is easy to use! Just click the Appetite tab directly within eCLIQ. For detailed guidance, check out our helpful user guide.

 

 

On Oct. 2, we’re retiring the Pre-Qualify Tool within eCLIQ®. Going forward, the new Package/Product Determination Tool will be your go-to tool for help finding the right package product for your clients.   The new tool offers an improved quoting experience, with features such as: Dynamic business description search field, so you can search by…

Agent portal update

On Sept. 14, the classic Start page on the agent portal is going away and you’ll be redirected to the new Start page. Introduced in Aug. 2022, the new Start page offers a clean look and feel, enhanced personalization and easy access to simplified navigation on the left side and top of your screen that moves with you throughout the site.

 

Plus, we recently improved the top navigation with consolidated categories:

  • The Products and Industries tabs are now combined, so you can access informational content about our appetite and products all in one place.
  • The Sell and Grow and Rewards tabs are now combined into Programs and rewards, so you can easily find informational content about growth and recognition programs as well as your personalized discounts and rewards.

Check it out!

On Sept. 14, the classic Start page on the agent portal is going away and you’ll be redirected to the new Start page. Introduced in Aug. 2022, the new Start page offers a clean look and feel, enhanced personalization and easy access to simplified navigation on the left side and top of your screen that…

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