NotebookLM https://notebooklm.google.com/notebook/2a6addd0-5792-47ef-b2cc-5c188273ab61
American Modern
Arrowhead
Farmers of Salem
FMI
Foremost
Great Bay
Hyundai
ICAT (E&S)
JJINS (E&S)
Lemonade
Mercury
Narragansett bay
National General
Nationwide
Orchid (E&S)
Plymouth Rock
Progressive
Providence Mutual
Safeco
Stillwater
Travelers
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
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,
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
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.
Discounts
Available discounts that can help lower the policy premium, such as multi-policy discounts, good driver discounts, or discounts for safety features.
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 📹
🇰🇵 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.