Training/Resources

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

Post-bind verification of year-built information

Effective Sept. 24, as part of a broader effort to improve data accuracy and support rate stability, 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 Sept. 24, as part of a broader effort to improve data accuracy and support rate stability, 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,…

Come talk digital marketing and business growth with our experts at Applied Net and IAOA conferences

Independent agents will have the chance to get in-person advice directly from our experts at a pair of upcoming conferences. Our Agency Growth Strategy team will have booths at two major industry events in Nashville: Applied Net Oct. 2-5 and the Insurance Agents Owners Alliance (IAOA) Innovation 22 conference Oct. 6-8.

 

Stop by our booths at both events to learn about the best digital marketing tools, tactics and solutions to help you grow your business and better serve clients — from the carrier voted #1 for innovation by independent agents.

 

In addition, our experts will participate in the following informative sessions at Applied Net. See the conference schedule for complete details.

 

How to stay in business when you can’t get into your business

Monday, Oct. 3, 11:00 a.m. – noon

You can’t prevent a natural disaster, but you can prepare for one. Learn why a disaster plan is a must for your agency, and how to create one, in this session delivered by Safeco’s Dale Steinke.

 

Maximize your free Google profile to drive more leads

Tuesday, Oct. 4, 4:15 – 5:00 p.m.

Bring your laptop and follow along as Safeco digital marketing expert, Stacie Cooper, shows you how to improve your Google profile, generate online reviews and use paid ads to boost your search ranking.

 

How to transform your agency and think like a marketer

Tuesday, Oct. 4, 4:15 – 5:00 p.m.

Safeco marketing expert, Shannon Chatman, explains how insurance consumer behavior is changing and offers real-life examples of what agencies can do right now to reach more prospects and grow their businesses.

 

Sales and marketing automation best practices          

Wednesday, Oct. 5, 8:30 – 9:30 a.m.

Learn how Applied Marketing Automation™ can help your agency increase sales and operate more efficiently. Panelists, including Safeco digital marketing expert Stacie Cooper, will also share case studies and discuss best practices.

Independent agents will have the chance to get in-person advice directly from our experts at a pair of upcoming conferences. Our Agency Growth Strategy team will have booths at two major industry events in Nashville: Applied Net Oct. 2-5 and the Insurance Agents Owners Alliance (IAOA) Innovation 22 conference Oct. 6-8.   Stop by our…

Does your agency have a disaster plan? Learn how and why to create one in our free webinar

When a natural disaster occurs, your clients count on you for help. But what if your office or other business infrastructure is affected by the crisis? If you have a disaster plan in place, you’ll know what to do. Without a plan, you’ll have another crisis to deal with — one that could threaten the long-term health of your agency.

 

To get help creating a disaster plan, or improving your existing one, attend our webinar: How to stay in business when you can’t get into your business. This free 45-minute session will cover:

 

  • Why you need a disaster plan.
  • What to include in your plan.
  • Free resources to help you implement a plan.

 

Register here for the webinar, which will take place on Wednesday, Sept. 21, at 11:30 a.m. Pacific.

When a natural disaster occurs, your clients count on you for help. But what if your office or other business infrastructure is affected by the crisis? If you have a disaster plan in place, you’ll know what to do. Without a plan, you’ll have another crisis to deal with — one that could threaten the…

CO: New workers compensation workplace posting notice

This month we’re mailing new posting notices to workers compensation policyholders who have locations in Colorado. The workplace posting notice has been revised to meet a new state regulatory requirement effective Aug. 10.

 

A posting notice must be posted in a common area to help employees understand how to report a workplace injury.

 

We’re including a cover letter with each new posting notice so your policyholders understand this requirement and why they’re receiving a replacement.

This month we’re mailing new posting notices to workers compensation policyholders who have locations in Colorado. The workplace posting notice has been revised to meet a new state regulatory requirement effective Aug. 10.   A posting notice must be posted in a common area to help employees understand how to report a workplace injury.  …

New on-demand curriculum: Accuracy Makes Cents

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 rolling out Accuracy Makes Cents, an on-demand curriculum 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 and Classifying Carpentry Risks provide deep-dives into janitorial and carpentry risks – two of the most common culprits of risk misclassification.

 

Help us safeguard our shared business by taking all three modules at your convenience, and keep an eye out for additional modules coming soon.

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 rolling out Accuracy Makes Cents, an on-demand curriculum that can help you hone your ability to classify risks correctly.   Getting Risk Classification Right offers a quick introduction…

Did you know? Our underwriting support specialists are at your service

You have access to a valuable resource you may not be aware of — our team of underwriting support specialists. When you need administrative or service-related help, contacting an underwriting support specialist rather than an underwriter gives you better, faster service. It also gives underwriters more time and availability to spend with you on complex issues such as appetite, coverage and pricing.

 

To get help as quickly as possible, contact an underwriting support specialist when you need assistance with the following:

 

  • eCLIQ and Agents’ Portal support
  • Endorsement, new business and renewal status updates
  • Copies of policies, endorsements, rating worksheets and coverage forms
  • Researching recent account transactions or issues
  • Additional insured questions
  • Answers to general service-related questions

You should continue to call an underwriter when you need help with:

 

  • New business opportunities
  • Appetite and coverage questions
  • Underwriting decisions
  • Reviewing or adjusting quotes
  • Pricing

How to contact an underwriting support specialist

 

There are two ways to reach an underwriting support specialist directly:

 

  • Call 1-800-607-4094
  • For service-related requests, we’ve created new regional email addresses so you can get help faster:

Continue to send endorsement requests, cancellation requests and general agency correspondence to BusinessLinesRequests@LibertyMutual.com.

 

Please note: Since you can service your own endorsements for commercial auto, workers compensation and business owner’s policies, you do not need to send an email for these requests.

You have access to a valuable resource you may not be aware of — our team of underwriting support specialists. When you need administrative or service-related help, contacting an underwriting support specialist rather than an underwriter gives you better, faster service. It also gives underwriters more time and availability to spend with you on complex…

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…