What's in Producer Online?
Coverage checklists for over 650 types of business.
Helps you ask the underwriting and coverage questions needed to build a better product for your clients. Questions are written in the language of the business.
It explains underwriting concerns and provides recommended SIC, NAICS, GL and WC codes.
Provides your clients with printed checklists and coverage recommendations in an organized fashion and provides you with an explanation of each coverage to aid in communication.
- Write more business. Use for prospecting, or before you meet with clients the first time. Shows you the coverages that need to be discussed with each customer.
- Up-sell more accounts. Include a checklist of coverages with your proposal.
- Help discourage E&O claims and encourage customer retention by making clients part of the coverage selection process as they document the exact coverages they select.
- Justify your recommendations for more than "apples-to-apples" coverage.
Policy Forms & Manual Analysis (PF&M)
Over 7,200 pages of comprehensive, easy-to-use and easy-to-understand coverage information PLUS over 1,000 pages of court cases!
Hyperlinks throughout allow you to visit other parts of the PF&M (including court cases) and return to your starting place.
Easy access through either a topical table of contents or an easy-to-use search engine puts you in charge!
Ten (10) risk-specific self-paced courses
Ideal for agency training or self study
Personal Lines Risk Evaluation System
A risk specific approach to personal lines provides the confidence to pursue new and different accounts. It recognizes that not all personal lines risks are the same. The system provides the same method of risk evaluation previously available only to commercial lines risks.
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Identifies the exposures and recommended coverages for each risk type.
- Develops a questionnaire to help identify the specific needs of the customer and alert the agent to potential gaps in existing coverage. (You pick the coverages to be included in the questionnaire.)
- Provides an E&O checklist to use with the customer with recommendations and required signature spaces to help prevent confusion and possible E&O litigation.
- Provides an explanation of each coverage recommended on the E&O checklist.
- Pre-renewal Questionnaire every risk changes over the course of the year. The pre-renewal questionnaire is an easy to use tool to find out what changes could impact the insurance coverage.
Coverages Applicable
Get to the point and stay focused! You will not only identify the
coverages your client needs, you will also find a simple and concise
explanation of the coverages, plus the reasons your customer should
consider them.
It is easy to find the risk information you need. New coverages and
improved risk specific explanations make this a must have for every
agency!
Useful tips and updates
Notification regarding ACORD and AAIS form changes.
Rough Notes Magazine
Electronic access to 10 years of insurance-related News, sales ideas and
commentary from the industry’s most highly respected publication.
Insurance Marketplace
A directory of information on where to find a market for excess &
surplus and specialty coverages, with more than 660 categories of
coverage and over 800 providers for these coverages.
Insurance Marketplace Cybercast
Monthly email highlighting:
- Emerging markets
- New products
- Product enhancements
Business Building Letters
Includes 330 sales, survey, cancellation, claims, anniversary and special event letters that are ready for you to save in your word processing program and customize for your agency and clients. The letters can be used for prospecting, relationship building, assistance in account activity, and more.
Insurance Words and Their Meanings
The insurance definitions are easy to understand and written with the non-insurance person in mind. Insurance Words and Their Meanings goes further! Insurance professionals need to speak their clients’ language too. Separate glossaries are included for 11 business categories.
ACORD Forms Library
Includes all state forms. It also includes instruction for the proper completion of each form. Printable.