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

Loss Runs

Risk Management Services

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.

• When doing policy changes do we have binding authority? (specifically auto do we have ability to issue coverage think Plymouth Rock or Merchants)

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (note where to find 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?

*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 similiar issues.

*Coverage Perks:

• What are the additional insured, waiver of subrogation, primary and contributory endorsements or valuable endorsements the carrier offers

*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)?

*Loss Runs:

• How to obtain loss runs?

*Risk Management Services:

• What are the risk management services offered by the carrier?

*Rewards Program

• Does the carrier offer rewards?

• How to enroll to 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

Loss Runs

Risk Management Services

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.

• When doing policy changes do we have binding authority? (specifically auto do we have ability to issue coverage think Plymouth Rock or Merchants)

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (note where to find 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?

*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 similiar issues.

*Coverage Perks:

• What are the additional insured, waiver of subrogation, primary and contributory endorsements or valuable endorsements the carrier offers

*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)?

*Loss Runs:

• How to obtain loss runs?

*Risk Management Services:

• What are the risk management services offered by the carrier?

*Rewards Program

• Does the carrier offer rewards?

• How to enroll to 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

Loss Runs

Risk Management Services

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.

• When doing policy changes do we have binding authority? (specifically auto do we have ability to issue coverage think Plymouth Rock or Merchants)

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (note where to find 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?

*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 similiar issues.

*Coverage Perks:

• What are the additional insured, waiver of subrogation, primary and contributory endorsements or valuable endorsements the carrier offers

*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)?

*Loss Runs:

• How to obtain loss runs?

*Risk Management Services:

• What are the risk management services offered by the carrier?

*Rewards Program

• Does the carrier offer rewards?

• How to enroll to 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

Loss Runs

Risk Management Services

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.

• When doing policy changes do we have binding authority? (specifically auto do we have ability to issue coverage think Plymouth Rock or Merchants)

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (note where to find 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?

*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 similiar issues.

*Coverage Perks:

• What are the additional insured, waiver of subrogation, primary and contributory endorsements or valuable endorsements the carrier offers

*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)?

*Loss Runs:

• How to obtain loss runs?

*Risk Management Services:

• What are the risk management services offered by the carrier?

*Rewards Program

• Does the carrier offer rewards?

• How to enroll to 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

Loss Runs

Risk Management Services

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.

• When doing policy changes do we have binding authority? (specifically auto do we have ability to issue coverage think Plymouth Rock or Merchants)

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (note where to find 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?

*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 similiar issues.

*Coverage Perks:

• What are the additional insured, waiver of subrogation, primary and contributory endorsements or valuable endorsements the carrier offers

*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)?

*Loss Runs:

• How to obtain loss runs?

*Risk Management Services:

• What are the risk management services offered by the carrier?

*Rewards Program

• Does the carrier offer rewards?

• How to enroll to 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

Loss Runs

Risk Management Services

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.

• When doing policy changes do we have binding authority? (specifically auto do we have ability to issue coverage think Plymouth Rock or Merchants)

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (note where to find 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?

*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 similiar issues.

*Coverage Perks:

• What are the additional insured, waiver of subrogation, primary and contributory endorsements or valuable endorsements the carrier offers

*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)?

*Loss Runs:

• How to obtain loss runs?

*Risk Management Services:

• What are the risk management services offered by the carrier?

*Rewards Program

• Does the carrier offer rewards?

• How to enroll to 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

Loss Runs

Risk Management Services

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.

• When doing policy changes do we have binding authority? (specifically auto do we have ability to issue coverage think Plymouth Rock or Merchants)

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (note where to find 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?

*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 similiar issues.

*Coverage Perks:

• What are the additional insured, waiver of subrogation, primary and contributory endorsements or valuable endorsements the carrier offers

*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)?

*Loss Runs:

• How to obtain loss runs?

*Risk Management Services:

• What are the risk management services offered by the carrier?

*Rewards Program

• Does the carrier offer rewards?

• How to enroll to 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

Loss Runs

Risk Management Services

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.

• When doing policy changes do we have binding authority? (specifically auto do we have ability to issue coverage think Plymouth Rock or Merchants)

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (note where to find 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?

*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 similiar issues.

*Coverage Perks:

• What are the additional insured, waiver of subrogation, primary and contributory endorsements or valuable endorsements the carrier offers

*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)?

*Loss Runs:

• How to obtain loss runs?

*Risk Management Services:

• What are the risk management services offered by the carrier?

*Rewards Program

• Does the carrier offer rewards?

• How to enroll to 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

Loss Runs

Risk Management Services

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.

• When doing policy changes do we have binding authority? (specifically auto do we have ability to issue coverage think Plymouth Rock or Merchants)

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (note where to find 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?

*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 similiar issues.

*Coverage Perks:

• What are the additional insured, waiver of subrogation, primary and contributory endorsements or valuable endorsements the carrier offers

*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)?

*Loss Runs:

• How to obtain loss runs?

*Risk Management Services:

• What are the risk management services offered by the carrier?

*Rewards Program

• Does the carrier offer rewards?

• How to enroll to 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

Loss Runs

Risk Management Services

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.

• When doing policy changes do we have binding authority? (specifically auto do we have ability to issue coverage think Plymouth Rock or Merchants)

*Underwriting Guidelines:

• Show where to get guidelines and upload them to our Notebook (note where to find 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?

*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 similiar issues.

*Coverage Perks:

• What are the additional insured, waiver of subrogation, primary and contributory endorsements or valuable endorsements the carrier offers

*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)?

*Loss Runs:

• How to obtain loss runs?

*Risk Management Services:

• What are the risk management services offered by the carrier?

*Rewards Program

• Does the carrier offer rewards?

• How to enroll to 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?