Training/Resources

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

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…

Boost your production in eCLIQ® quickly and efficiently

Finish the year strong by focusing on classes in eCLIQ with high pass through rates. With fewer underwriting reviews to slow you down, you can quote them quickly and grow your book even more before the end of the year!

 

Recently, the following classes have had the highest pass through rates in eCLIQ:

 

  • Carpentry work – interior
  • Electrical work – within buildings
  • Lawn and garden services
  • Floor covering installation – not ceramic, tile or stone
  • Building or premises – bank or office – mercantile or manufacturing (lessor’s risk only) – other than not-for-profit
  • Building or premises – bank or office – mercantile or manufacturing maintained by the insured (lessor’s risk only) – other than not-for-profit
  • Tile, stone, marble, mosaic and terrazzo work – interior construction
  • Churches or other houses of worship
  • Coffee or espresso shops

To see what else is available to help you grow, use the detailed appetite guide! Ready to start earning? Quote today.

Finish the year strong by focusing on classes in eCLIQ with high pass through rates. With fewer underwriting reviews to slow you down, you can quote them quickly and grow your book even more before the end of the year!   Recently, the following classes have had the highest pass through rates in eCLIQ:  …

Sharpen your skills with free training courses

Get the training you need to reach the next level with this month’s featured live webinars from the Agent Learning Center. Sign up for the Dec. 4 Marketing Resource Center overview and you’ll learn how it can benefit your agency, plus get action steps to increase your success.

 

Sign up for the Dec. 18 Make It Easy: Digital Sales and Service webinar and you’ll learn how to use tools available from Liberty Mutual to increase business efficiency and customer satisfaction.

 

The Agent Learning Center offers many more on-demand and live webinars to help you and your agency grow. Check out additional courses today.

Get the training you need to reach the next level with this month’s featured live webinars from the Agent Learning Center. Sign up for the Dec. 4 Marketing Resource Center overview and you’ll learn how it can benefit your agency, plus get action steps to increase your success.   Sign up for the Dec. 18…

Keep your competitive edge with these 20-minute webinars

Knowledge Bites is a series of agent-focused mini webinar trainings, available in both morning and afternoon sessions, so you can attend the one that’s most convenient for you. Register for the Dec 18. Make it Easy – Digital Sales & Service webinar today.

 

Plus, technical training on Wednesdays! Reserve your spot now.

Knowledge Bites is a series of agent-focused mini webinar trainings, available in both morning and afternoon sessions, so you can attend the one that’s most convenient for you. Register for the Dec 18. Make it Easy – Digital Sales & Service webinar today.   Plus, technical training on Wednesdays! Reserve your spot now.