Training/Resources

Enhance your product knowledge and skill set with our professional development training programs and helpful resources.

New toll-free phone number for producer-level service requests

You now have access to a new toll-free Agency Services phone number (833-833-0140) for submitting certain types of service requests. We anticipate this will result in faster processing times for these requests and a more efficient and convenient customer service experience.

 

If you are appointed to Safeco, you are familiar with Agency Services and the quick and efficient assistance it provides. As part of our ongoing effort to improve our services, this toll-free number for certain types of service requests is now available for Liberty Mutual small commercial lines as well.

 

For any of the following producer-level service requests, you’ll now call this toll-free number instead of contacting your territory manager:

  • Adding a new producer – when you need to add a new producer’s name to eCLIQ® for licensing and appointment validation purposes.
  • Non-resident appointment for a producer – when you need to request a new business underwriting appointment outside of a producer’s resident state when writing business in AL, CA, LA, MI, MT, PA, UT, VT, WA, WI and WY (appointment happens automatically in all other states).
  • Producer terminations – when you need to remove a producer’s name from eCLIQ for licensing and appointment validation purposes.
  • Producer transfers – when you need to allocate a producer’s name that is already in eCLIQ to the correct agency at which they work.

 

Before you call

The toll-free number is 833-833-0140. The hours of operation for the toll-free number are Monday-Friday, 6 a.m. to 4 p.m. Pacific.

 

Please ensure you have the following on hand:

  • Six-digit eCLIQ code (Example: 00-1234)
  • FEIN number
  • National producer number (NPN)
  • A completed Individually Licensed Producer Application (if you are adding a new producer). From your Agents’ Portal, hover over Agency Administration from the main navigation, click Agency Preferences & Setup sub-menu and then click Individually licensed producer application.

What to expect

When you call 833-833-0140, you will be greeted by one of our knowledgeable Agency Services customer service representatives (CSR). The CSR will collect any information they need from you, fill out your service request web form in real-time and submit the request for processing immediately. If you need to add a new producer, the CSR will also ask you to email your individually licensed producer application to producerforms@libertymutual.com. You’ll experience faster processing times for these requests and a more efficient and convenient customer service experience.

 

Once your service request is processed, typically within two to three business days, you and your territory manager will both receive a confirmation email.

 

Please continue to use the existing Agency Interface Support Group (AISG) phone number (888-451-8414 or 800-747-9742 for National Insurance Specialty) for technical issues with the Agents’ Portal or its quoting and service applications.  

You now have access to a new toll-free Agency Services phone number (833-833-0140) for submitting certain types of service requests. We anticipate this will result in faster processing times for these requests and a more efficient and convenient customer service experience.   If you are appointed to Safeco, you are familiar with Agency Services and…

Updates to auto, BOP, and motor cargo in eCLIQ® Simple™

Doing business with us is even easier with eCLIQ Simple. Check out these recent changes:

  • Auto in eCLIQ Simple is now available in Mississippi, South Carolina, and Utah!
  • Automatically prefill VINs based on business information and garaging locations or upload from your computer for quick vehicle entry.
  • Additional data has been added to the Business Online Self-Service Account Details and Policy Activity Details screens to improve customer self-service.

Learn more about these changes.

Doing business with us is even easier with eCLIQ Simple. Check out these recent changes: Auto in eCLIQ Simple is now available in Mississippi, South Carolina, and Utah! Automatically prefill VINs based on business information and garaging locations or upload from your computer for quick vehicle entry. Additional data has been added to the Business…

Registered owner now required for certain policies in eCLIQ®

As of April 8, certain policies entered into eCLIQ may require you to provide the name of the registered vehicle owner for each vehicle on the policy. If the policy does require this, you will be prompted to provide registered vehicle owners for all new business and for any vehicle or endorsement you add at renewal. This requirement applies in all states.

 

This is a proactive measure to ensure we have accurate information when LexisNexis<sup>®</sup> becomes the official vendor to report data to the DMV on Liberty Mutual’s behalf. Some states already require this, while other states are soon to follow.

 

LexisNexis requires that the registered vehicle owner is reported for each and every vehicle. If a registered owner is not provided, then LexisNexis will default to the first named insured.

As of April 8, certain policies entered into eCLIQ may require you to provide the name of the registered vehicle owner for each vehicle on the policy. If the policy does require this, you will be prompted to provide registered vehicle owners for all new business and for any vehicle or endorsement you add at…

Post-bind verification of year-built information

Effective April 25, as part of a broader effort to improve data accuracy and support rate stability in California, we’ll begin expanding post-bind reviews of new and renewing small commercial policies to those where the agent has overridden the prefilled Year built value in eCLIQ. We use a third-party vendor to prefill year-built values for commercial properties, and in most cases these values are accurate, so we want to make sure all overridden values are valid.

 

After attempting to validate a year-built override, if we cannot find publicly available information that confirms the value an agent has provided, we will revert the policy to the year-built value provided by our vendor, which may affect its rating and premium. Note that we will email you from Underwriting_Support@LibertyMutual.com if we plan to make a change to a policy after our review.

 

With your help, we can stabilize rates to provide a better experience for your clients and grow your agency’s book. If you have questions about this new post-bind verification process, contact your underwriter or territory manager.

Effective April 25, as part of a broader effort to improve data accuracy and support rate stability in California, we’ll begin expanding post-bind reviews of new and renewing small commercial policies to those where the agent has overridden the prefilled Year built value in eCLIQ. We use a third-party vendor to prefill year-built values for…

Florida Insurance Guaranty Association surcharge update

The Florida Insurance Guaranty Association (FIGA) handles the claims of insolvent property and casualty insurance companies in the state. To secure funds to settle these claims, FIGA requires solvent insurers, including Liberty Mutual, to apply a surcharge on certain policies covering exposures in Florida.

 

What does this mean for your clients?

  • If they are paying in installments, we will apply the FIGA assessment to the balance and the policyholder will be billed over remaining installments.
  • If your customer paid the premium in full, we will apply a charge to the account and a bill will be provided for the amount of the FIGA assessment.

The Florida Insurance Guaranty Association (FIGA) handles the claims of insolvent property and casualty insurance companies in the state. To secure funds to settle these claims, FIGA requires solvent insurers, including Liberty Mutual, to apply a surcharge on certain policies covering exposures in Florida.   What does this mean for your clients? If they are…

On-demand risk classification training

Data accuracy plays a vital role in preventing premium losses and keeping rates stable, making it easier for you to write and retain business. That’s why we’re beginning to roll out on-demand training modules that can help you hone your ability to classify risks correctly. Getting Risk Classification Right offers a quick introduction to the importance of proper risk classification, while Classifying Janitorial Risks provides a deep-dive into janitorial risks – one of the most common culprits of risk misclassification. Help us safeguard our shared business by taking these first two modules at your convenience, and keep an eye out for additional modules coming later this year.

Data accuracy plays a vital role in preventing premium losses and keeping rates stable, making it easier for you to write and retain business. That’s why we’re beginning to roll out on-demand training modules that can help you hone your ability to classify risks correctly. Getting Risk Classification Right offers a quick introduction to the…

CA: New post-bind verification process

When inaccurate data is used to rate policies and make underwriting decisions, premiums become misaligned with risk profiles, which stifles growth and drives premium increases at renewal. That’s why it’s important to collect accurate data at quote time. Starting March 21, to improve profitability in California, we’ll be conducting post-bind reviews of Liberty Mutual small commercial policies to ensure the accuracy of passthrough classifications. In the next few weeks, you’ll hear more information regarding verification of discount eligibility or pre-fill overrides.

 

First, we’ll email you if something is changing on the policy. Then, we’ll do a conditional renewal or a cancel rewrite, or we’ll prepare to remove an ineligible discount at new business or renewal, depending on the situation. Review the Agent’s Playbook to get familiar with eligibility guidelines and how to avoid common errors in assigning class codes or take our new on-demand risk classification training. Remember to use SmartNav to pre-qualify all new business, and further ensure accuracy by providing a detailed Description of Operations in your quote. With your help, we can stabilize rates to provide a better experience for your clients and grow your agency’s book. If you have questions, contact your underwriter or territory manager.

When inaccurate data is used to rate policies and make underwriting decisions, premiums become misaligned with risk profiles, which stifles growth and drives premium increases at renewal. That’s why it’s important to collect accurate data at quote time. Starting March 21, to improve profitability in California, we’ll be conducting post-bind reviews of Liberty Mutual small…

Michigan Catastrophic Claims Association issues refund

In a recent state bulletin, the Michigan Catastrophic Claims Association (MCCA) announced it will return a surplus to its member insurance companies. We are now preparing to issue refunds for Michigan auto policies that were in-force as of Oct. 31, 2021.

 

Your affected customers will receive a communication  from Liberty Mutual indicating the amount which is $400 for every registered vehicle and $80 for every historical vehicle.  Refunds will be sent by check.

 

Refunds will be issued by May 9, 2022. No action is required by you or your customer.

In a recent state bulletin, the Michigan Catastrophic Claims Association (MCCA) announced it will return a surplus to its member insurance companies. We are now preparing to issue refunds for Michigan auto policies that were in-force as of Oct. 31, 2021.   Your affected customers will receive a communication  from Liberty Mutual indicating the amount which…

The progress continues! See what’s new on the Agents’ Portal

We just reached another milestone in our Agents’ Portal improvement project. Based on your feedback and requests, we’ve created two new tabs — Customers and My agency — to make doing business with us even easier. This latest upgrade follows improvements made in recent months to the Industries and Product pages and the Sell and grow section.

 

Take a tour of the new tabs

 

To give you time to get familiar with this enhanced site navigation, you will have access to both the new and existing tabs during this beta launch. This will allow you to explore and bookmark the updated areas while still referring to the current ones as needed. This new navigation will permanently replace the current look on March 18, 2022.

 

For a quick illustration of these changes, check out this slideshow. Then, visit the pages for a deeper look.

 

We will continue to update you about other Agents’ Portal improvements coming in 2022 once they are ready. Onward!

We just reached another milestone in our Agents’ Portal improvement project. Based on your feedback and requests, we’ve created two new tabs — Customers and My agency — to make doing business with us even easier. This latest upgrade follows improvements made in recent months to the Industries and Product pages and the Sell and…

Rubber, meet road. Multi-factor authentication is here

Concern for the security of personal and financial data is growing in all industries – insurance included. That means we all need to take extra steps to safeguard that data if we’re going to continue doing business digitally.

 

To that end, we are beginning to roll out multi-factor authentication, asking you to verify your identity with a security code sent to a phone or email account, as you’ve probably done when banking online. Multi-factor authentication vastly reduces the risk of data theft compared to the use of passwords alone.

 

The rollout will take place in waves over the next couple of months, with all log-ins requiring multi-factor authentication by the end of March.

 

What to expect

When you attempt to log in to our systems for a new session, you will need to confirm your identity using both a unique password and time-limited security code. The system will send the security code to the business email or direct business phone number we have on file for you, depending on which you choose when you encounter the multi-factor authentication prompt.

 

When asked, you will need to enter the security code to access our systems. Note that, once you close the browser you used to log in, that session will end and the system will require you to repeat the multi-factor authentication process. To maintain an active session, keep your browser open.

 

If you use a comparative rater, you may need to update your credentials in that system as well.

 

Act now! Confirm your contact information and make sure you have your own user ID

 

To ensure a seamless login experience, confirm you’ve provided us a unique business email and, where possible, a unique business phone number. To review your contact information, visit the Individual ID Management page by clicking the Manage ID & Password link in the top-right corner of the Agents’ Portal home page.

 

If your agency shares log-in credentials, it will be nearly impossible to coordinate the retrieval of temporary security codes. Without those security codes, you won’t be able to log in to our systems.

 

If you currently use a shared user ID and password, you need to secure a unique user ID and password as soon as possible – reach out to your agency administrator for support.

 

Learn more

Concern for the security of personal and financial data is growing in all industries – insurance included. That means we all need to take extra steps to safeguard that data if we’re going to continue doing business digitally.   To that end, we are beginning to roll out multi-factor authentication, asking you to verify your…

Instructor-led marketing classes are back and better than ever

We heard you – you want to have the option to learn marketing and retention tactics from an expert instructor in a virtual environment.

 

That’s why we’re offering a refreshed marketing class curriculum for 2022 featuring live, instructor-led sessions on our five most popular topics: new client, referrals, online reviews, Facebook and LinkedIn.

 

Each session is just 60 minutes and scheduled on near consecutive days which helps you maximize your time and create the momentum you need to go from learning to implementation to success! The first set of five classes starts mid-February and will be offered quarterly all year.

 

Learn more about how these classes can help your agency and register today!

We heard you – you want to have the option to learn marketing and retention tactics from an expert instructor in a virtual environment.   That’s why we’re offering a refreshed marketing class curriculum for 2022 featuring live, instructor-led sessions on our five most popular topics: new client, referrals, online reviews, Facebook and LinkedIn.  …

Rubber, meet road. Multi-factor authentication is here

Concern for the security of personal and financial data is growing in all industries – insurance included. That means we all need to take extra steps to safeguard that data if we’re going to continue doing business digitally.

 

To that end, we are beginning to roll out multi-factor authentication, asking you to verify your identity with a security code sent to a phone or email account, as you’ve probably done when banking online. Multi-factor authentication vastly reduces the risk of data theft compared to the use of passwords alone.

 

The rollout will take place in waves over the next couple of months, with all log-ins requiring multi-factor authentication by the end of March.

 

What to expect

When you attempt to log in to our systems for a new session, you will need to confirm your identity using both a unique password and time-limited security code. The system will send the security code to the business email or direct business phone number we have on file for you, depending on which you choose when you encounter the multi-factor authentication prompt.

 

When asked, you will need to enter the security code to access our systems. Note that, once you close the browser you used to log in, that session will end and the system will require you to repeat the multi-factor authentication process. To maintain an active session, keep your browser open.

 

If you use a comparative rater, you may need to update your credentials in that system as well.

 

Act now! Confirm your contact information and make sure you have your own user ID

 

To ensure a seamless login experience, confirm you’ve provided us a unique business email and, where possible, a unique business phone number. To review your contact information, visit the Individual ID Management page by clicking the Manage ID & Password link in the top-right corner of the Agents’ Portal home page.

 

If your agency shares log-in credentials, it will be nearly impossible to coordinate the retrieval of temporary security codes. Without those security codes, you won’t be able to log in to our systems.

 

If you currently use a shared user ID and password, you need to secure a unique user ID and password as soon as possible – reach out to your agency administrator for support.

 

Learn more

Concern for the security of personal and financial data is growing in all industries – insurance included. That means we all need to take extra steps to safeguard that data if we’re going to continue doing business digitally.   To that end, we are beginning to roll out multi-factor authentication, asking you to verify your…