Training/Resources

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

Update your bookmarks! Important information about your new agent portal

We recently transformed your agent portal with a brand-new Start page, enhanced personalization and simplified navigation. To access these great new features and more, it’s important that you update your portal page bookmarks.

 

For the best portal experience, follow these quick steps:

 

Go to the following pages and save the URLs as bookmarks or favorites in your browser:

If you have the outdated versions of these pages bookmarked or set as favorites, those URLs will no longer work and should be deleted:

If you continue to experience access issues, clearing your browser cache and cookies may help.

 

If you have any questions, please reach out to your territory manager. We hope you continue to enjoy your improved agent portal!

We recently transformed your agent portal with a brand-new Start page, enhanced personalization and simplified navigation. To access these great new features and more, it’s important that you update your portal page bookmarks.   For the best portal experience, follow these quick steps:   Go to the following pages and save the URLs as bookmarks…

Business services bonds: smart solutions that help protect businesses

While every business owner expects their employees to act honestly and responsibly towards their customers, that is unfortunately not always the case. In the event that an employee does commit a dishonest act against a customer, Business Services Bonds can help protect the company from losses incurred. Liberty Mutual Surety works closely with independent agents and brokers to provide their customers with these bonds in a variety of industries, including:

 

  • Janitorial services
  • Maid services
  • Security
  • Plumbing
  • Appliance repair
  • Catering
  • Temporary employment agencies
  • Home health care
  • Messenger services
  • And more

In addition to protecting the business, these cost-effective bonds can also help to discourage employee dishonesty and give customers peace of mind knowing that the employees performing their services are bonded. Check out our brochure to learn more, or visit us online at the Surety Agents’ Portal. Questions? Please contact bonds@libertymutual.com

 

While every business owner expects their employees to act honestly and responsibly towards their customers, that is unfortunately not always the case. In the event that an employee does commit a dishonest act against a customer, Business Services Bonds can help protect the company from losses incurred. Liberty Mutual Surety works closely with independent agents…

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…

We’re retiring the ACORD PDF but enhancing the Quote Proposal

On Aug. 11, we’re retiring the ACORD PDF functionality within our legacy eCLIQ® quoting platform. This PDF auto generates based on the information you enter into eCLIQ for property, liability, package (CBP and CPSP), commercial auto and workers compensation risks.

 

Going forward, the Quote Proposal will be your go-to option when you need a summary of the limits, coverages and premium for new business quotes. Plus, beginning Aug. 11, we’re adding a component for agent and customer signature lines for property, liability, package (CBP and CPSP), commercial auto and workers compensation written in eCLIQ, which is consistent with our eCLIQ® Simple™ quote proposals. Start using it today!

On Aug. 11, we’re retiring the ACORD PDF functionality within our legacy eCLIQ® quoting platform. This PDF auto generates based on the information you enter into eCLIQ for property, liability, package (CBP and CPSP), commercial auto and workers compensation risks.   Going forward, the Quote Proposal will be your go-to option when you need a…

Enhancements to our Lead Generation Program

A healthy sales pipeline feeds a healthy business. Liberty Mutual’s Lead Generation Program — a reward offered at the master agency level through Liberty Mutual® Ignite — works with Data Axle to give you free high-potential leads to help you grow your business. It’s simple — the higher your agency’s Ignite status, the more leads you get!

 

We recently enhanced this program to make it even more impactful for your agency. Now you can:

 

  • Access your leads in batches: Request a portion of your leads immediately and save some for future use — until Dec. 31, 2023. This allows you to prospect based on your agency’s capacity without being overloaded with too many leads at once. For example, if your agency is eligible for 500 leads, you can request 100 today 100 more each month. The leads you receive are exclusively yours for 90 days after you receive them.
  • Request leads within a certain radius: When providing your lead selection criteria, you no longer have to list multiple zip codes. You can now specify the radius around one primary zip code to help us deliver as many leads as possible in a desired target location without missing a key area. This allows you to work with prospects even nearer to you and in markets you know best.

 

Learn more and get started today!

 

The Lead Generation Program is rewarded at the master agency level. If you are in a sub-location for your agency, check in with your primary agency principal so they can access leads for you.

 

 

A healthy sales pipeline feeds a healthy business. Liberty Mutual’s Lead Generation Program — a reward offered at the master agency level through Liberty Mutual® Ignite — works with Data Axle to give you free high-potential leads to help you grow your business. It’s simple — the higher your agency’s Ignite status, the more leads…

Quoting a package product? Let us help

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

 

We recently made enhancements to this tool for an even better quoting experience. Enjoy features such as:

 

  • Dynamic business description search field, so you can search by type of business, ISO code or SIC 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.

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. Check it out today by clicking the Appetite tab directly within eCLIQ. For detailed guidance, see our helpful user guide.

Finding the right product fit for your clients should be easy. That’s why we created the Package/Product Determination Tool to route you to the best package product before you even begin a quote.   We recently made enhancements to this tool for an even better quoting experience. Enjoy features such as:   Dynamic business description…

Ooh la la! eCLIQ® is getting a new look

We want our quoting platform to be the fastest, most intuitive and most streamlined in the industry. As part of this work, our legacy eCLIQ quoting platform is getting a new look that will improve your quoting experience.

 

Beginning next week, you’ll notice a cleaner interface with updated design elements when you’re quoting in eCLIQ. The functionality and workflow will not be impacted.

 

With these updates, our legacy eCLIQ quoting platform will look more similar to eCLIQ® Simple™, which is our faster, easier application for less complex policies. This will ensure a more consistent quoting experience. Check out this visual guide for a sneak peek at the new look and feel.

We want our quoting platform to be the fastest, most intuitive and most streamlined in the industry. As part of this work, our legacy eCLIQ quoting platform is getting a new look that will improve your quoting experience.   Beginning next week, you’ll notice a cleaner interface with updated design elements when you’re quoting in…

Are you looking to grow? A free tailored consultation can help

Did you know you have free access to Liberty Mutual<sup>®</sup> business experts who can help your agency grow and thrive? Our experts work with agencies of all sizes to develop broad growth strategies that blend marketing, sales, training, technology and other business operations into a holistic plan.

 

Your free 30-minute consultation includes:

 

  • An assessment of your current marketing materials and digital capabilities.
  • Recommendations for reaching more prospects through marketing automation.
  • Tips for increasing sales and conversions.
  • Resources to help you hire, train and retain a marketing staff that meets your needs.
  • And much more.

To get started, schedule your free 30-minute consultation today. To get the most from our meeting, please completely fill out the form so our expert can come prepared with tailored advice.

Did you know you have free access to Liberty Mutual<sup>®</sup> business experts who can help your agency grow and thrive? Our experts work with agencies of all sizes to develop broad growth strategies that blend marketing, sales, training, technology and other business operations into a holistic plan.   Your free 30-minute consultation includes:   An…

Updated quoting defaults in eCLIQ®

States affected: AR, KS, KY, LA, MD, MO, OH, OK, PA, TX, VA, WV

 

Quoting defaults are a great starting place for tailoring coverage to your clients’ unique needs, and we recently updated a few of ours.

 

Here are the changes we made in select states:

 

• Employment-related practices liability coverage will no longer be automatically added to business owner’s policies written in eCLIQ. If this coverage is right for your client, add it manually under View More Optional Coverages.
• Comp and collision deductible for small commercial auto written in eCLIQ will default to $1,000 instead of $500.
• Property deductible for all package and monoline property quotes will default to $2,500 instead of $1,000.

 

This is just one more way we’re helping you ensure clients are protected at a price that’s right for them. If you’d like to choose a different deductible to tailor coverage to your client’s needs, you can still choose any of the deductible options available for new business policies. There is no impact to renewal business as a result of these changes.

States affected: AR, KS, KY, LA, MD, MO, OH, OK, PA, TX, VA, WV   Quoting defaults are a great starting place for tailoring coverage to your clients’ unique needs, and we recently updated a few of ours.   Here are the changes we made in select states:   • Employment-related practices liability coverage will…

Help prevent delays to the endorsement process

Additional insured coverage requests are one of the biggest drivers of missing information on endorsements, which can interrupt and even delay the endorsement process.

 

To help prevent any issues regarding additional insured coverage, we’ve put together a 10-minute interactive on-demand training that covers:

 

• GL, BOP and auto blanket extension overviews

• How to determine if additional insured coverage needs to be added to a policy

• What’s required to add additional insured coverage to a policy

• How to add additional insured coverage on BOP and GL policies

 

Take the training today!

Additional insured coverage requests are one of the biggest drivers of missing information on endorsements, which can interrupt and even delay the endorsement process.   To help prevent any issues regarding additional insured coverage, we’ve put together a 10-minute interactive on-demand training that covers:   • GL, BOP and auto blanket extension overviews • How…

Spring approaches: do your contractors need bonds?

If you count contractors among your customers, chances are they will be required to obtain a contractor’s license and permit bond. Often required by state, county, or municipal laws or regulations, contractor’s license and permit bonds guarantee that contractors will comply with all ordinances and regulations governing their trade or profession.

 

These bonds are intended to ensure that work performed within certain jurisdictions conforms to established standards and meets building code requirements.
Liberty Mutual Surety can help you meet all of your contractors’ bond needs. We have extensive experience underwriting the multiple types of license and permit bonds, including those for contractors such as electricians, plumbers and HVAC professionals.

 

Learn more about this class of bonds by referring to our brochure, or visit us online at the Surety Agents’ Portal. Please contact bonds@libertymutual.com with any questions.

If you count contractors among your customers, chances are they will be required to obtain a contractor’s license and permit bond. Often required by state, county, or municipal laws or regulations, contractor’s license and permit bonds guarantee that contractors will comply with all ordinances and regulations governing their trade or profession.   These bonds are…

How to accurately input client business income for actual loss sustained, and why it matters

This article was originally published on March 7 advising you to enter each location’s respective total sales into that property’s summary. We have since corrected the article to advise that you enter the total sales for all locations into each property’s summary where coverage is carried.

 

If your client is unable to generate income due to a covered business disruption, it’s important that their losses are covered in full. That’s where Business Income – Actual Loss Sustained coverage comes in handy! This property coverage isn’t subject to a limit of insurance, which means we’ll cover an insured’s loss of business income for a specified period of 12, 18 or 24 months.

 

Accuracy is everything

To improve data accuracy and ensure your clients have the coverage they need, it’s crucial that you enter the correct business income amount in eCLIQ® when quoting a policy. Within the Property Summary section in eCLIQ, select the specific property location, navigate to the Business Income – Actual Loss Sustained section and you’ll see a field called Total Annual Sales Excluding Rental Income for All Locations. Enter 100% of the insured’s total annual sales for all locations – not just that specific location – excluding any rental income. That’s it!

 

As a reminder, this coverage is not required for every property address on a policy, so your client may carry it on some locations but not all. Be sure to enter the correct business income for each location where your client carries the coverage.

 

Improving the accuracy of customer data also allows us to make our business rates more competitive, stabilize our renewal rates and help you sustain profitable growth.

This article was originally published on March 7 advising you to enter each location’s respective total sales into that property’s summary. We have since corrected the article to advise that you enter the total sales for all locations into each property’s summary where coverage is carried.   If your client is unable to generate income…