| Commercial Lines Risk Evaluation System |
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Narrative overviews of operations and exposures for more than 650 businesses |
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Recommended SIC, NAICS, GL, and WC codes |
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Coverage recommendations |
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Risk specific questionnaires designed to identify coverage gaps and exposures |
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Client/Agent Coverage Agreement (E&O loss control tool) |
| Personal Lines Risk Evaluation System |
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Narrative overviews for: |
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Coastal Properties |
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Condominiums |
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Rental Properties |
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Single Family Dwellings |
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Tenants |
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Pre-renewal questionnaires |
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Risk specific questionnaires designed to identify hidden exposures such as: |
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In home business |
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Water related |
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Recreational vehicles |
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Client/Agent Coverage Agreement (E&O loss control tool) |
| Policy Forms & Manual Analysis (PF&M) |
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Detailed commercial, personal, & specialty coverage analysis of ISO & AAIS forms and endorsements |
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Comparisons of prior coverage forms help mitigate E&O exposure |
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Written in easy to understand language with clear examples |
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Relevant court cases and decisions |
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Quizzes on each coverage section for training and self-study |
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Risk management techniques |
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Updated monthly |
| Coverages Applicable |
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Electronic version of one of the best known and used print resources for coverage identification |
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Simple and concise coverage explanations and their applications |
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Overview of 28 business classes |
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Coverage identification for over 600 risks |
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Links to PF&M and ACORD® forms |
| Insurance Marketplace |
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Find a market for hard to place coverages |
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E & S directory with direct links to company’s, broker’s and MGA’s Web sites |
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Search by category and state or company name |
| Insurance Marketplace Cybercast |
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Monthly email highlighting |
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Emerging markets |
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New products |
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Product enhancements |
| ACORD® Forms Library |
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Printable applications |
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Instructions for completion of all forms |
| Insurance Words & Their Meanings |
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Dictionary with easy to understand definitions |
| Business Building Letters |
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Examples/Samples of 330 professionally written correspondence pieces |
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Ongoing prospecting |
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Account development |
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Service/claims |
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Relationship building |
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Service surveys |
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Copy, paste, edit, customize, and save in your own letter library |
| “How to Insure” Training Courses |
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Twelve (12) risk-specific self-paced courses |
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Ideal for agency training or self study |
| e-marketing for Agencies |
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Inform and educate through your Web site |
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Professionally written articles |
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Easy to understand answers to consumer questions |
| Rough Notes Magazine |
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Electronic access to ten years of insurance-related news, sales ideas and commentary from the industry’s most highly respected publication |
| In Action |
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Monthly newsletter |
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Useful tips and updates |
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Notifications regarding ACORD® changes |
