Training/Resources

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

Webinar next week: Adapting to 2020’s impact on cyber security

2020 forced every industry to quickly adapt, and ours is no exception. Agencies that stay agile and meet customers where they’re at serve as the best examples for how to navigate the post-pandemic landscape. Over the last two months, Liberty Mutual Insurance and the Agents Council for Technology have put on a webinar series that explores three distinct factors in the industry that have evolved since the pandemic began. Each session’s panel, made up of agents and other industry professionals, discusses how you can most effectively address those areas.

 

Next week, the final session of the series will discuss the modern cyber security risks that come with the prevalence of remote work, and how to tackle them. Register today!

 

Part 3: July 28– How We’re Working Today Has Increased Your Agency’s Cyber Security Risk

 

If you missed the first two sessions, you can find recordings of each below:

2020 forced every industry to quickly adapt, and ours is no exception. Agencies that stay agile and meet customers where they’re at serve as the best examples for how to navigate the post-pandemic landscape. Over the last two months, Liberty Mutual Insurance and the Agents Council for Technology have put on a webinar series that…

Multiple states: Introducing the refreshed Liberty Mutual® Small Commercial Umbrella

On July 1, 2021, Liberty Mutual introduced a refreshed umbrella product that will improve your experience, and your clients’ experience too! Changes include:

  • Updates to the base contract and optional endorsements
  • New, easier to read policy forms
  • Consolidation of the policy packet to reduce page count and improve policy construction

There will be no changes to the eCLIQ® quoting process and no rating impacts as a result of this refreshed product.

The refreshed Liberty Mutual Umbrella is now available in AL, AR, AZ, DE, IA, IN, KY, MA, MI, MN, MS, MT, NE, NJ, ND, OK, OR, PA, RI, SC, SD, TN, TX, UT, WA, WI and WY.

 

Learn more about coverages and options on your updated umbrella product page.

 

On July 1, 2021, Liberty Mutual introduced a refreshed umbrella product that will improve your experience, and your clients’ experience too! Changes include: Updates to the base contract and optional endorsements New, easier to read policy forms Consolidation of the policy packet to reduce page count and improve policy construction There will be no changes to the…

New! Introducing the Business Insurance Training Series

Helping you grow and stay informed is important to us. That’s why we’ve launched a series of instructor-led courses that will highlight key business insurance coverage forms and endorsements based on agent experience in the market. The series includes more than 30 courses, so no matter your experience level or area of focus, you’ll find courses that fit your needs.

 

The series will focus on six areas:

  • Commercial property
  • Commercial general liability
  • Business auto
  • Workers compensation
  • Product training
  • Professional development

We offer two tracks for various experience levels:

 

Foundations: Designed for agents or account managers with limited experience (up to two years) in business insurance, these courses are 60 minutes each and divided into two levels – Foundations and Building on Foundations. Taking each course in sequence is recommended but not required.

 

Enhanced: Designed for agents or account managers with ongoing experience (more than two years) in business insurance, these courses are 90 minutes each.

 

Enrolling is easy – and free! Visit the Agent Learning Center to learn more and enroll.

 

To see this week’s upcoming courses, visit the Agent Learning Center calendar.

Helping you grow and stay informed is important to us. That’s why we’ve launched a series of instructor-led courses that will highlight key business insurance coverage forms and endorsements based on agent experience in the market. The series includes more than 30 courses, so no matter your experience level or area of focus, you’ll find…

Updates to Auto and BOP in eCLIQ® Simple™

Doing business with us is even easier with eCLIQ Simple. Check out these recent changes:
• Turn off automatic payments at any time – With the click of a button, you can now switch off automatic payments, even in the middle of the policy term.
• Copy quotes onto new versions – eCLIQ Simple now offers the ability to copy existing quote information onto new versions, name them, and save them independently.

 

Learn more about these recent changes to eCLIQ Simple for Auto and BOP.

Doing business with us is even easier with eCLIQ Simple. Check out these recent changes: • Turn off automatic payments at any time – With the click of a button, you can now switch off automatic payments, even in the middle of the policy term. • Copy quotes onto new versions – eCLIQ Simple now…

Updates to auto and BOP in eCLIQ® Simple™

Updates to auto and BOP in eCLIQ® Simple™
Doing business with us is even easier with eCLIQ Simple. A few recent changes have simplified processing Auto and BOP lines even more:

  • Enhanced automated phone service – Customers can now get even more accomplished by phone, including credit card payment and electronic transfers.
  • Two new payment plan options – We’re offering two new non-automatic payment plan options: a 10% down payment followed by nine equivalent monthly payments, and a 25% down payment followed by three equivalent quarterly payments.
  • New vehicle (VIN) upload capability – Rather than entering multiple new vehicles individually, you can now use our new vehicle VIN upload capability to quickly add a schedule of vehicles to an auto policy in eCLIQ Simple.

 

See the complete list of recent changes to eCLIQ Simple for Auto and BOP.

 

Updates to auto and BOP in eCLIQ® Simple™ Doing business with us is even easier with eCLIQ Simple. A few recent changes have simplified processing Auto and BOP lines even more: Enhanced automated phone service – Customers can now get even more accomplished by phone, including credit card payment and electronic transfers. Two new payment…

Security enhancement update

To continue to enhance security of customers’ personal information, we recently began masking certain information in our systems as follows:

 

eCLIQ® Simple™ and traditional eCLIQ®

  • Date of birth: month and day is masked, year is displayed

Traditional eCLIQ® only

  • Driver’s license: last four digits will be masked
  • Social Security numbers: first four digits display
  • Federal ID/tax payer ID: last four digits display

Thank you for partnering with us to protect the security and confidentiality of customer information.

To continue to enhance security of customers’ personal information, we recently began masking certain information in our systems as follows:   eCLIQ® Simple™ and traditional eCLIQ® Date of birth: month and day is masked, year is displayed Traditional eCLIQ® only Driver’s license: last four digits will be masked Social Security numbers: first four digits display…

Webinar Series starts tomorrow: Adapting to 2020’s impact

2020 forced every industry to quickly adapt, and ours is no exception. Agencies that stay agile and meet customers where they’re at serve as the best examples for how to navigate the post-pandemic landscape.

 

This webinar series, brought to you by Liberty Mutual Insurance and the Agents Council for Technology, will discuss three distinct insurance areas and how to address them. In the first session tomorrow, industry professionals and agent panelists will focus on why it’s more important than ever to exceed customer expectations – and how you can do that. Register for all three today!

 

Part 1: May 19, 2021

What 2020 Taught Us About the Customer Experience

Part 2: June 16, 2021

How the Pandemic Changed the Way We Work… and Where

Part 3: July 28, 2021

How We’re Working Today Has Increased Your Agency’s Cyber Security Risk

 

 

 

2020 forced every industry to quickly adapt, and ours is no exception. Agencies that stay agile and meet customers where they’re at serve as the best examples for how to navigate the post-pandemic landscape.   This webinar series, brought to you by Liberty Mutual Insurance and the Agents Council for Technology, will discuss three distinct…

Updates to Auto and BOP in eCLIQ® Simple™

We’ve set out to do one thing with eCLIQ Simple: make quoting easier for you. A few recent changes have simplified processing Auto and BOP lines even more:

  • Use retained data for on-demand payments – you can now use retained electronic funds transfer and credit/debit card data for on-demand payments and when enrolling in or updating automatic payments.
  • Easily view Auto and BOP mandatory forms in eCLIQ Simple– find required forms quickly with dropdown lists on the quote and estimate screens in eCLIQ Simple.
  • Further enhancements to VIN validation – on top of January’s VIN validation upgrades, you now have additional opportunities throughout the quoting process to correct invalid VIN information.

See the complete list of recent changes to eCLIQ Simple for Auto and BOP.

 

We’ve set out to do one thing with eCLIQ Simple: make quoting easier for you. A few recent changes have simplified processing Auto and BOP lines even more: Use retained data for on-demand payments – you can now use retained electronic funds transfer and credit/debit card data for on-demand payments and when enrolling in or…

MI: Improving the auto signed forms request process

Process changes are coming for small commercial auto policy request forms. These changes will make it smoother and quicker to send and receive the signed forms your clients require. Most importantly, they’ll minimize risk and allow us to more accurately and competitively rate our products. You, your clients and your prospects will reap the benefits!

 

So what’s changing?

  • This process will affect new business, renewals and endorsements.
  • The current 30 calendar-day deadline for returning policyholder selection/rejection/acknowledgement signed forms for MI auto is being reduced to 15 business days. Now, you will have 10 business days to respond to form requests, then five more business days after a second request is issued. After that, if a signed form is not obtained, we will update the PIP medical limit and premium on the policy to the Unlimited coverage option.
  • Shortening this timeline means minimizing the opportunities for uninsured accidents to happen while we wait for forms to arrive.
  • Michigan laws require us to send and collect PIP medical forms every renewal year. We will be requesting updated PIP medical forms for all policies with limits under the unlimited coverage option. We will also be collecting Qualified Healthcare Coverage proofs every renewal year for all policies with options four, five and six per the medical coverage form.
  • Notifications about form requests will be clearer about deadlines and next steps if they aren’t met.

This updated process goes into effect on May 10, 2021, for Liberty Mutual small commercial auto policies.

To find out more from the Michigan Department of Insurance and Financial Services, check out their FAQs and more detailed Qualified Health Coverage Information.

Process changes are coming for small commercial auto policy request forms. These changes will make it smoother and quicker to send and receive the signed forms your clients require. Most importantly, they’ll minimize risk and allow us to more accurately and competitively rate our products. You, your clients and your prospects will reap the benefits!…

Updates to auto and BOP in eCLIQ® Simple™

We’re always looking for ways to make your life easier when processing auto and BOP business in eCLIQ Simple. Here are our most recent updates:

  • New eligibility statement – we’ve added a “suspension of coverage” eligibility statement to the Auto Details
  • Option to deselect medical payments coverage – the system automatically adds medical payments coverage to all quotes with a $5,000 limit; you now have the option to deselect this coverage in states where it’s optional.
  • Ability to add a supplemental extended reporting period (SERP) – you can now add a SERP in all states with Cyber suite coverage.

Learn more about these changes.

We’re always looking for ways to make your life easier when processing auto and BOP business in eCLIQ Simple. Here are our most recent updates: New eligibility statement – we’ve added a “suspension of coverage” eligibility statement to the Auto Details Option to deselect medical payments coverage – the system automatically adds medical payments coverage…

February’s featured training courses

Importance of a Value Proposition – A good value proposition aligns products and services to what your customers care about most. Enroll now to join us for one of our Feb. 17 webinars.


How to Win with Your Way Pay – Our pay-as-you-go billing option for workers compensation could be a game-changes for your business line clients. Enroll now to join us for one of our Feb. 24 webinars.

 

 

Importance of a Value Proposition – A good value proposition aligns products and services to what your customers care about most. Enroll now to join us for one of our Feb. 17 webinars. How to Win with Your Way Pay – Our pay-as-you-go billing option for workers compensation could be a game-changes for your business…

New webinars that help you grow

The Agent Learning Center offers on-demand and live webinars to help you and your agency grow. Get the training you need to reach the next level with courses like:

 

Marketing Resource Center helps you kick off the new year with an effective marketing game plan. Enroll now to join us for a live webinar on Jan. 13.

 

Custom Target Markets shows you how to grow your book with 12 profitable segments. Enroll now to join us for a live webinar on Jan. 20.

 

More skills and knowledge are just a few clicks away! Check out additional courses.

The Agent Learning Center offers on-demand and live webinars to help you and your agency grow. Get the training you need to reach the next level with courses like:   Marketing Resource Center helps you kick off the new year with an effective marketing game plan. Enroll now to join us for a live webinar…