Knowledge Base Buildout

NotebookLM https://notebooklm.google.com/notebook/2a6addd0-5792-47ef-b2cc-5c188273ab61

1. American Modern

2. Arrowhead

3. Farmers of Salem

4. FMI

5. Foremost

6. Great Bay 

7. Hyundai

8. ICAT (E&S)

9. JJINS (E&S)

10. Lemonade

11. Mercury

12. Narragansett bay

13. National General

14. Nationwide

15. Orchid (E&S)

16. Plymouth Rock

17. Progressive

18. Providence Mutual

19. Safeco

20. Stillwater

21. Travelers

Trucking

NotebookLM https://notebooklm.google.com/notebook/023c06d1-7492-4411-bae0-5717ddd321b9?authuser=1

Coverwhale - Hello@coverwhale.com
Diesel Insurance Solutions -  Jason@dieselinsure.com/  hello@dieselinsure.com
Trinity - lensey@trinityunderwriters.net
JM Wilson -  ohtrans@jmwilson.com /
TIP National - madison.pair@tipnational.com
RT Specialty - MNICKEL@allrisks.com
RPS 

Progressive get online under product guide 

• Geico

• Berkshire Hathaway 

• Rocklake Insurance Group

• Liberty Mutual

Try and get on carrier website first then email marketing rep below

To

Person Person Person

Cc

Carlo Ferrara Jake Ferrara 

Bcc

Subject

Agency Code: 000000 Knowledge Base Update Request

Good day,

I hope this email finds you well.

I am writing to you today on behalf of StreetSmart to request an update on your company's appetite for trucking and transportation insurance. We are currently in the process of updating our knowledge base and would greatly appreciate your input.

Specifically, we are interested in learning more about the following:

* Your company's underwriting guidelines for trucking and transportation

Please forward or direct us as to where we can find this information on the carrier website. 

Sincerely,

https://sites.google.com/d/1AbimYPUXY7x8a0ScqAdKBexBQp7B9LKC/p/1XYF9lt0mqVKvflUylds17Iohho1Cgkt9/edit

PDF 

Auto and home discounts 

Tech (intellidrive, snapshot, right track, etc)

Coverage endorsement comparison 

Online Training 

Progressive-page

We are looking to build out core carrier pages to have this framework 

Framework

Selling the Carrier

Bio of Carrier 

Customer Service and Claims Service 

Value Added Endorsements

Discounts 

Tech 

Training- link 

Initiatives

Build out New Framework for Carrier Information Storage

Storing data Organizing Core Carrier Pages 📁

Finding data Organizing Carrier Resources 📂

Selling Points

Description

Display Type

Bio of Carrier

Information about the carrier's background, history, and reputation.

Customer Service and Claims Service

Plain Text

Value Added Endorsements

Additional coverage options or endorsements that can be added to the policy to enhance protection or meet specific needs.

PDF

Discounts

Available discounts that can help lower the policy premium, such as multi-policy discounts, good driver discounts, or discounts for safety features.

PDF

Tech

Technological tools and resources offered by the carrier, such as online account management, mobile apps, or telematics programs.

Link to Carrier Website

Training

Training programs and resources available to agents and policyholders.

Link to Carrier Website

Initiatives

Current initiatives or programs implemented by the carrier to improve customer experience, enhance products and services, or support social responsibility.

Excel Sheet

Core Carriers

🙂Franklin Mutual Franklin Mutual Overview 📊 training link https://www.fmiweb.com/agentcentral/html/the_learning_center.cfm

🤘Plymouth Rock Resource Access and Training Overview

䷢ Progressive  Navigating Progressive Products

✈️Travelers Travelers Quantum Home & Auto Guide 📹

📝Selective 

 🇰🇵 Hyundai (email thomas Mertz, we already have underwriting guidelines)

🗽 Safeco Navigating the Safeco Portal 🚗

Email if missing

We would need to get PDFs or links to these specific items for all LOBs  For example, Progressive has home, motorcycle, auto, we can store all of this in our Core Carrier Google Drive folder and share it with the team

I hope this email finds you well.

We are currently in the process of updating our knowledge base and would greatly appreciate your input.

Would we be able to get a PDF version of all discounts and value added endorsements that you offer? (If this is available online please let us know where to find it)

Also, if you have any technology (mobile app or UBI) please share this as well. 

Please forward or direct us as to where we can find this information on the carrier website.