Training Ideas

Fun Facts 

Billing

BORs

Policy Changes

Underwriting Guidelines

Claims

Discounts (Bundle)

Contact info in directory

Underwriting Memos/Recommendations) 

Coverage Perks

Policyholder Login/Onboarding Experience

Exclusions

Rewards Program

Value Added Services

New Business/Renewal Process Integration

Online Training Videos

GENERAL FRAMEWORK

*Fun Facts:

• Are they AM Best rated?

• Do they download in our management system?

• Do we have a service center with them? 

• What are their business hours? 

*Billing:

• Show how to put someone on EFT.

• Show how to make a payment.

• Show how to check billing.

*BORs

• How do they handle this (specify for each LOB)? 

• Do we need to wait for the renewal? Or do they cancel/rewrite midterm?

• Can we BOR?

*Policy Changes:

• Show how to make a change on the carrier website or via email.

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (focus on home and auto, but note where to find other LOBs).

*Claims:

• Where to file a claim.

• View claims status.

• Get claim contact info.

• Do they use a Third Party Adjuster (TPA)?

*Discounts (Bundle):

• What discounts do they offer?

• Mileage as a rating factor 

*Contact Information in Directory:

• Verify the accuracy of billing, claims, and policy change contact information in our directory.

*Underwriting Memos/Recommendations:

• What to do if they did not complete snapshot or upload docs on national general, or other similar issues.

*Coverage Perks:

• Such as TING, water tracking device, Snapshot, Road to Rewards, Intellidrive, Safeco enhanced, etc.

• Do they offer Uber/Transportation Network Coverage?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?

Fun Facts 

Billing

BORs

Policy Changes

Underwriting Guidelines

Claims

Discounts (Bundle)

Contact info in directory

Underwriting Memos/Recommendations) 

Coverage Perks

Policyholder Login/Onboarding Experience

Exclusions

Rewards Program

Value Added Services

New Business/Renewal Process Integration

Online Training Videos

Right track-does it hurt your renewal? What does it check for? How to enroll? Where to check status

Coverage Perks (ultra, essential, etc)

GENERAL FRAMEWORK

*Fun Facts:

• Are they AM Best rated?

• Do they download in our management system?

• Do we have a service center with them? 

• What are their business hours? 

*Billing:

• Show how to put someone on EFT.

• Show how to make a payment.

• Show how to check billing.

*BORs

• How do they handle this (specify for each LOB)? 

• Do we need to wait for the renewal? Or do they cancel/rewrite midterm?

• Can we BOR?

*Policy Changes:

• Show how to make a change on the carrier website or via email.

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (focus on home and auto, but note where to find other LOBs).

*Claims:

• Where to file a claim.

• View claims status.

• Get claim contact info.

• Do they use a Third Party Adjuster (TPA)?

*Discounts (Bundle):

• What discounts do they offer?

• Mileage as a rating factor 

*Contact Information in Directory:

• Verify the accuracy of billing, claims, and policy change contact information in our directory.

*Underwriting Memos/Recommendations:

• What to do if they did not complete snapshot or upload docs on national general, or other similar issues.

*Coverage Perks:

• Such as TING, water tracking device, Snapshot, Road to Rewards, Intellidrive, Safeco enhanced, etc.

• Do they offer Uber/Transportation Network Coverage?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?

Fun Facts 

Billing

BORs

Policy Changes

Underwriting Guidelines

Claims

Discounts (Bundle)

Contact info in directory

Underwriting Memos/Recommendations) 

Coverage Perks

Policyholder Login/Onboarding Experience

Exclusions

Rewards Program

Value Added Services

New Business/Renewal Process Integration

Online Training Videos

Snapshot-does it hurt your renewal? What does it check for? How to enroll? Where to check status (plugin)

Initiatives 

Coverage Perks Gold Diamond Status 

GENERAL FRAMEWORK

*Fun Facts:

• Are they AM Best rated?

• Do they download in our management system?

• Do we have a service center with them? 

• What are their business hours? 

*Billing:

• Show how to put someone on EFT.

• Show how to make a payment.

• Show how to check billing.

*BORs

• How do they handle this (specify for each LOB)? 

• Do we need to wait for the renewal? Or do they cancel/rewrite midterm?

• Can we BOR?

*Policy Changes:

• Show how to make a change on the carrier website or via email.

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (focus on home and auto, but note where to find other LOBs).

*Claims:

• Where to file a claim.

• View claims status.

• Get claim contact info.

• Do they use a Third Party Adjuster (TPA)?

*Discounts (Bundle):

• What discounts do they offer?

• Mileage as a rating factor 

*Contact Information in Directory:

• Verify the accuracy of billing, claims, and policy change contact information in our directory.

*Underwriting Memos/Recommendations:

• What to do if they did not complete snapshot or upload docs on national general, or other similar issues.

*Coverage Perks:

• Such as TING, water tracking device, Snapshot, Road to Rewards, Intellidrive, Safeco enhanced, etc.

• Do they offer Uber/Transportation Network Coverage?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?

Fun Facts 

Billing

BORs

Policy Changes

Underwriting Guidelines

Claims

Discounts (Bundle)

Contact info in directory

Underwriting Memos/Recommendations) 

Coverage Perks

Policyholder Login/Onboarding Experience

Exclusions

Rewards Program

Value Added Services

New Business/Renewal Process Integration

Online Training Videos

Discounts Retirement discount 

Coverage Perks Confident + Confident ++

GENERAL FRAMEWORK

*Fun Facts:

• Are they AM Best rated?

• Do they download in our management system?

• Do we have a service center with them? 

• What are their business hours? 

*Billing:

• Show how to put someone on EFT.

• Show how to make a payment.

• Show how to check billing.

*BORs

• How do they handle this (specify for each LOB)? 

• Do we need to wait for the renewal? Or do they cancel/rewrite midterm?

• Can we BOR?

*Policy Changes:

• Show how to make a change on the carrier website or via email.

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (focus on home and auto, but note where to find other LOBs).

*Claims:

• Where to file a claim.

• View claims status.

• Get claim contact info.

• Do they use a Third Party Adjuster (TPA)?

*Discounts (Bundle):

• What discounts do they offer?

• Mileage as a rating factor 

*Contact Information in Directory:

• Verify the accuracy of billing, claims, and policy change contact information in our directory.

*Underwriting Memos/Recommendations:

• What to do if they did not complete snapshot or upload docs on national general, or other similar issues.

*Coverage Perks:

• Such as TING, water tracking device, Snapshot, Road to Rewards, Intellidrive, Safeco enhanced, etc.

• Do they offer Uber/Transportation Network Coverage?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?

Fun Facts 

Billing

BORs

Policy Changes

Underwriting Guidelines

Claims

Discounts (Bundle)

Contact info in directory

Underwriting Memos/Recommendations) 

Coverage Perks

Policyholder Login/Onboarding Experience

Exclusions

Rewards Program

Value Added Services

New Business/Renewal Process Integration

Online Training Videos

GENERAL FRAMEWORK

*Fun Facts:

• Are they AM Best rated?

• Do they download in our management system?

• Do we have a service center with them? 

• What are their business hours? 

*Billing:

• Show how to put someone on EFT.

• Show how to make a payment.

• Show how to check billing.

*BORs

• How do they handle this (specify for each LOB)? 

• Do we need to wait for the renewal? Or do they cancel/rewrite midterm?

• Can we BOR?

*Policy Changes:

• Show how to make a change on the carrier website or via email.

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (focus on home and auto, but note where to find other LOBs).

*Claims:

• Where to file a claim.

• View claims status.

• Get claim contact info.

• Do they use a Third Party Adjuster (TPA)?

*Discounts (Bundle):

• What discounts do they offer?

• Mileage as a rating factor 

*Contact Information in Directory:

• Verify the accuracy of billing, claims, and policy change contact information in our directory.

*Underwriting Memos/Recommendations:

• What to do if they did not complete snapshot or upload docs on national general, or other similar issues.

*Coverage Perks:

• Such as TING, water tracking device, Snapshot, Road to Rewards, Intellidrive, Safeco enhanced, etc.

• Do they offer Uber/Transportation Network Coverage?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?

Fun Facts 

Billing

BORs

Policy Changes

Underwriting Guidelines

Claims

Discounts (Bundle)

Contact info in directory

Underwriting Memos/Recommendations) 

Coverage Perks

Policyholder Login/Onboarding Experience

Exclusions

Rewards Program

Value Added Services

New Business/Renewal Process Integration

Online Training Videos

GENERAL FRAMEWORK

*Fun Facts:

• Are they AM Best rated?

• Do they download in our management system?

• Do we have a service center with them? 

• What are their business hours? 

*Billing:

• Show how to put someone on EFT.

• Show how to make a payment.

• Show how to check billing.

*BORs

• How do they handle this (specify for each LOB)? 

• Do we need to wait for the renewal? Or do they cancel/rewrite midterm?

• Can we BOR?

*Policy Changes:

• Show how to make a change on the carrier website or via email.

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (focus on home and auto, but note where to find other LOBs).

*Claims:

• Where to file a claim.

• View claims status.

• Get claim contact info.

• Do they use a Third Party Adjuster (TPA)?

*Discounts (Bundle):

• What discounts do they offer?

• Mileage as a rating factor 

*Contact Information in Directory:

• Verify the accuracy of billing, claims, and policy change contact information in our directory.

*Underwriting Memos/Recommendations:

• What to do if they did not complete snapshot or upload docs on national general, or other similar issues.

*Coverage Perks:

• Such as TING, water tracking device, Snapshot, Road to Rewards, Intellidrive, Safeco enhanced, etc.

• Do they offer Uber/Transportation Network Coverage?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?

Fun Facts 

Billing

BORs

Policy Changes

Underwriting Guidelines

Claims

Discounts (Bundle)

Contact info in directory

Underwriting Memos/Recommendations) 

Coverage Perks

Policyholder Login/Onboarding Experience

Exclusions

Rewards Program

Value Added Services

New Business/Renewal Process Integration

Online Training Videos

GENERAL FRAMEWORK

*Fun Facts:

• Are they AM Best rated?

• Do they download in our management system?

• Do we have a service center with them? 

• What are their business hours? 

*Billing:

• Show how to put someone on EFT.

• Show how to make a payment.

• Show how to check billing.

*BORs

• How do they handle this (specify for each LOB)? 

• Do we need to wait for the renewal? Or do they cancel/rewrite midterm?

• Can we BOR?

*Policy Changes:

• Show how to make a change on the carrier website or via email.

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (focus on home and auto, but note where to find other LOBs).

*Claims:

• Where to file a claim.

• View claims status.

• Get claim contact info.

• Do they use a Third Party Adjuster (TPA)?

*Discounts (Bundle):

• What discounts do they offer?

• Mileage as a rating factor 

*Contact Information in Directory:

• Verify the accuracy of billing, claims, and policy change contact information in our directory.

*Underwriting Memos/Recommendations:

• What to do if they did not complete snapshot or upload docs on national general, or other similar issues.

*Coverage Perks:

• Such as TING, water tracking device, Snapshot, Road to Rewards, Intellidrive, Safeco enhanced, etc.

• Do they offer Uber/Transportation Network Coverage?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?

Fun Facts 

Billing

BORs

Policy Changes

Underwriting Guidelines

Claims

Discounts (Bundle)

Contact info in directory

Underwriting Memos/Recommendations) 

Coverage Perks

Policyholder Login/Onboarding Experience

Exclusions

Rewards Program

Value Added Services

New Business/Renewal Process Integration

Online Training Videos

GENERAL FRAMEWORK

*Fun Facts:

• Are they AM Best rated?

• Do they download in our management system?

• Do we have a service center with them? 

• What are their business hours? 

*Billing:

• Show how to put someone on EFT.

• Show how to make a payment.

• Show how to check billing.

*BORs

• How do they handle this (specify for each LOB)? 

• Do we need to wait for the renewal? Or do they cancel/rewrite midterm?

• Can we BOR?

*Policy Changes:

• Show how to make a change on the carrier website or via email.

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (focus on home and auto, but note where to find other LOBs).

*Claims:

• Where to file a claim.

• View claims status.

• Get claim contact info.

• Do they use a Third Party Adjuster (TPA)?

*Discounts (Bundle):

• What discounts do they offer?

• Mileage as a rating factor 

*Contact Information in Directory:

• Verify the accuracy of billing, claims, and policy change contact information in our directory.

*Underwriting Memos/Recommendations:

• What to do if they did not complete snapshot or upload docs on national general, or other similar issues.

*Coverage Perks:

• Such as TING, water tracking device, Snapshot, Road to Rewards, Intellidrive, Safeco enhanced, etc.

• Do they offer Uber/Transportation Network Coverage?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?

Fun Facts 

Billing

BORs

Policy Changes

Underwriting Guidelines

Claims

Discounts (Bundle)

Contact info in directory

Underwriting Memos/Recommendations) 

Coverage Perks

Policyholder Login/Onboarding Experience

Exclusions

Rewards Program

Value Added Services

New Business/Renewal Process Integration

Online Training Videos

GENERAL FRAMEWORK

*Fun Facts:

• Are they AM Best rated?

• Do they download in our management system?

• Do we have a service center with them? 

• What are their business hours? 

*Billing:

• Show how to put someone on EFT.

• Show how to make a payment.

• Show how to check billing.

*BORs

• How do they handle this (specify for each LOB)? 

• Do we need to wait for the renewal? Or do they cancel/rewrite midterm?

• Can we BOR?

*Policy Changes:

• Show how to make a change on the carrier website or via email.

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (focus on home and auto, but note where to find other LOBs).

*Claims:

• Where to file a claim.

• View claims status.

• Get claim contact info.

• Do they use a Third Party Adjuster (TPA)?

*Discounts (Bundle):

• What discounts do they offer?

• Mileage as a rating factor 

*Contact Information in Directory:

• Verify the accuracy of billing, claims, and policy change contact information in our directory.

*Underwriting Memos/Recommendations:

• What to do if they did not complete snapshot or upload docs on national general, or other similar issues.

*Coverage Perks:

• Such as TING, water tracking device, Snapshot, Road to Rewards, Intellidrive, Safeco enhanced, etc.

• Do they offer Uber/Transportation Network Coverage?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?

Fun Facts 

Billing

BORs

Policy Changes

Underwriting Guidelines

Claims

Discounts (Bundle)

Contact info in directory

Underwriting Memos/Recommendations) 

Coverage Perks

Policyholder Login/Onboarding Experience

Exclusions

Rewards Program

Value Added Services

New Business/Renewal Process Integration

Online Training Videos

GENERAL FRAMEWORK

*Fun Facts:

• Are they AM Best rated?

• Do they download in our management system?

• Do we have a service center with them? 

• What are their business hours? 

*Billing:

• Show how to put someone on EFT.

• Show how to make a payment.

• Show how to check billing.

*BORs

• How do they handle this (specify for each LOB)? 

• Do we need to wait for the renewal? Or do they cancel/rewrite midterm?

• Can we BOR?

*Policy Changes:

• Show how to make a change on the carrier website or via email.

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (focus on home and auto, but note where to find other LOBs).

*Claims:

• Where to file a claim.

• View claims status.

• Get claim contact info.

• Do they use a Third Party Adjuster (TPA)?

*Discounts (Bundle):

• What discounts do they offer?

• Mileage as a rating factor 

*Contact Information in Directory:

• Verify the accuracy of billing, claims, and policy change contact information in our directory.

*Underwriting Memos/Recommendations:

• What to do if they did not complete snapshot or upload docs on national general, or other similar issues.

*Coverage Perks:

• Such as TING, water tracking device, Snapshot, Road to Rewards, Intellidrive, Safeco enhanced, etc.

• Do they offer Uber/Transportation Network Coverage?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?

Fun Facts 

Billing

BORs

Policy Changes

Underwriting Guidelines

Claims

Discounts (Bundle)

Contact info in directory

Underwriting Memos/Recommendations) 

Coverage Perks

Policyholder Login/Onboarding Experience

Exclusions

Rewards Program

Value Added Services

New Business/Renewal Process Integration

Online Training Videos

GENERAL FRAMEWORK

*Fun Facts:

• Are they AM Best rated?

• Do they download in our management system?

• Do we have a service center with them? 

• What are their business hours? 

*Billing:

• Show how to put someone on EFT.

• Show how to make a payment.

• Show how to check billing.

*BORs

• How do they handle this (specify for each LOB)? 

• Do we need to wait for the renewal? Or do they cancel/rewrite midterm?

• Can we BOR?

*Policy Changes:

• Show how to make a change on the carrier website or via email.

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (focus on home and auto, but note where to find other LOBs).

*Claims:

• Where to file a claim.

• View claims status.

• Get claim contact info.

• Do they use a Third Party Adjuster (TPA)?

*Discounts (Bundle):

• What discounts do they offer?

• Mileage as a rating factor 

*Contact Information in Directory:

• Verify the accuracy of billing, claims, and policy change contact information in our directory.

*Underwriting Memos/Recommendations:

• What to do if they did not complete snapshot or upload docs on national general, or other similar issues.

*Coverage Perks:

• Such as TING, water tracking device, Snapshot, Road to Rewards, Intellidrive, Safeco enhanced, etc.

• Do they offer Uber/Transportation Network Coverage?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?

Fun Facts 

Billing

BORs

Policy Changes

Underwriting Guidelines

Claims

Discounts (Bundle)

Contact info in directory

Underwriting Memos/Recommendations) 

Coverage Perks

Policyholder Login/Onboarding Experience

Exclusions

Rewards Program

Value Added Services

New Business/Renewal Process Integration

Online Training Videos

GENERAL FRAMEWORK

*Fun Facts:

• Are they AM Best rated?

• Do they download in our management system?

• Do we have a service center with them? 

• What are their business hours? 

*Billing:

• Show how to put someone on EFT.

• Show how to make a payment.

• Show how to check billing.

*BORs

• How do they handle this (specify for each LOB)? 

• Do we need to wait for the renewal? Or do they cancel/rewrite midterm?

• Can we BOR?

*Policy Changes:

• Show how to make a change on the carrier website or via email.

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (focus on home and auto, but note where to find other LOBs).

*Claims:

• Where to file a claim.

• View claims status.

• Get claim contact info.

• Do they use a Third Party Adjuster (TPA)?

*Discounts (Bundle):

• What discounts do they offer?

• Mileage as a rating factor 

*Contact Information in Directory:

• Verify the accuracy of billing, claims, and policy change contact information in our directory.

*Underwriting Memos/Recommendations:

• What to do if they did not complete snapshot or upload docs on national general, or other similar issues.

*Coverage Perks:

• Such as TING, water tracking device, Snapshot, Road to Rewards, Intellidrive, Safeco enhanced, etc.

• Do they offer Uber/Transportation Network Coverage?

*Policyholder Login/Onboarding Experience:

• Do they have a portal where clients can log in for payments, changes, etc.?

*Exclusions:

• Are there any notable exclusions (e.g., water damage exclusion for Hyundai, limitations on water claims for Steadily)?

*Rewards Program

• Does the carrier offer rewards (agency and insured)?

• How to enroll in their Rewards Program?

*Value Added Services:

• Identify and document the carrier's value-added services.

• Locate and record where to find underwriting and marketing information for these services.

*New Business/Renewal Process Integration

• Explain when and where to incorporate this carrier's information into our new business process.

• Explain when and where to incorporate this carrier's information into our renewal process. Travelers offers Renewal Compare and educational talking points like Toolkitplus 

*Online Training Videos

• Do they have a section for online training courses or how tos?