may 2007 networked insurance agents copyright 2007 commercial lines affiliate training
TRANSCRIPT
May 2007Networked Insurance Agents
Copyright 2007
Commercial LinesAffiliate Training
May 2007Networked Insurance Agents
Copyright 2007
Our Goal at NetworkedOur Goal at Networked
Provide our Affiliate Members with: Professional Marketing Account Placement Expertise Access to Products & Services of Premier
Standard and E&S Insurance Carriers Power our Affiliates to Greater Growth
and Profitability
May 2007Networked Insurance Agents
Copyright 2007
Meet Your Production Meet Your Production TeamTeam
TEXAS TEAM
Jennipher Acedo Commercial Placer(972) 335-9375 [email protected]
Amy Hindman Commercial Placer (972) [email protected]
Denise Holcomb Customer Care Representative (530) 477-3927 [email protected]
May 2007Networked Insurance Agents
Copyright 2007
How to Submit BusinessHow to Submit Business
Submit applications electronically at [email protected]
OR via fax at 888-843-2535
May 2007Networked Insurance Agents
Copyright 2007
PRODUCTS AND PRODUCTS AND APPETITEAPPETITE
May 2007Networked Insurance Agents
Copyright 2007
SUCCESS CLASSESSUCCESS CLASSES
GENERAL GENERAL CAPABILITIESCAPABILITIES
RetailRetail WholesaleWholesale ManufacturingManufacturing TechnologyTechnology Restaurants & Leisure Restaurants & Leisure
IndustriesIndustries Offices & Industrial Offices & Industrial
ParksParks Shopping CentersShopping Centers Business ServicesBusiness Services
May 2007Networked Insurance Agents
Copyright 2007
SUCCESS CLASSESSUCCESS CLASSES UNIQUE CAPABILITIESUNIQUE CAPABILITIES
ApartmentsApartments Hotels & MotelHotels & Motel GarageGarage Lessor’s RiskLessor’s Risk
OfficeOffice MercantileMercantile Strip Shopping CentersStrip Shopping Centers
Non-Profit Social Non-Profit Social Service & Mental Service & Mental Health AgenciesHealth Agencies
Health & Fitness Health & Fitness CentersCenters
Boat DealersBoat Dealers Golf CoursesGolf Courses
May 2007Networked Insurance Agents
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SUCCESS CLASSESSUCCESS CLASSESNew Product CapabilitiesNew Product Capabilities
Bed/Breakfast & Bed/Breakfast & Country InnsCountry Inns
Youth OrganizationsYouth Organizations Children’s CampsChildren’s Camps Private SchoolsPrivate Schools Apt Bldgs.Apt Bldgs. Condo AssociationsCondo Associations
Child Care CentersChild Care Centers Performing ArtsPerforming Arts Sports CampsSports Camps YMCA/YWCAYMCA/YWCA Health/Fitness ClubsHealth/Fitness Clubs Sand/Gravel HaulersSand/Gravel Haulers
May 2007Networked Insurance Agents
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Specialty ProductsSpecialty ProductsMonoline Monoline
CapabilitiesCapabilities AutoAuto PropertyProperty Boiler & Boiler &
MachineryMachinery Earthquake & Earthquake &
FloodFlood Specialty CrimeSpecialty Crime Foreign Liability Foreign Liability Ocean/Inland Ocean/Inland
MarineMarine Workers Workers
CompensationCompensation
May 2007Networked Insurance Agents
Copyright 2007
Monoline CapabilitiesMonoline Capabilities AutoAuto
Single vehicle to large fleets Single vehicle to large fleets Composite rating available for large risksComposite rating available for large risksHeavy & Extra-Heavy Power UnitsHeavy & Extra-Heavy Power Units
PropertyPropertyOffice Packs Office Packs HPR AccountsHPR Accounts
Inland MarineInland MarineBuilders Risk (incl. Renovation Forms) – Single Shot or OpenBuilders Risk (incl. Renovation Forms) – Single Shot or OpenInstallation FormsInstallation FormsEquipment FloatersEquipment FloatersWarehouseman’s Legal Liability Warehouseman’s Legal Liability Motor Truck Cargo & Transportation FormsMotor Truck Cargo & Transportation Forms
May 2007Networked Insurance Agents
Copyright 2007
Monoline Capabilities Monoline Capabilities (cont’d)(cont’d)
Ocean MarineOcean MarineBoat Dealers Boat Dealers Ocean CargoOcean CargoCharter Fishing VesselsCharter Fishing VesselsExcursion, ferry & passenger vesselsExcursion, ferry & passenger vesselsMarina OperatorsMarina OperatorsMarine ContractorsMarine ContractorsStevedore’s Legal LiabilityStevedore’s Legal Liability
Boiler & MachineryBoiler & Machinery Earthquake & FloodEarthquake & Flood Specialty CrimeSpecialty Crime Foreign Liability Foreign Liability Workers CompensationWorkers Compensation
May 2007Networked Insurance Agents
Copyright 2007
Our CarriersOur Carriers AceAce AIGAIG AllstateAllstate America FirstAmerica First ChubbChubb CNACNA Employers Ins. GroupEmployers Ins. Group Fireman’s FundFireman’s Fund Great AmericanGreat American
Hartford Hartford MarkelMarkel One BeaconOne Beacon PhiladelphiaPhiladelphia SafecoSafeco SagamoreSagamore St. Paul Travelers St. Paul Travelers ZurichZurich
May 2007Networked Insurance Agents
Copyright 2007
ADDED VALUEADDED VALUEIN-HOUSE CAPABILITIESIN-HOUSE CAPABILITIES
Professional Account Placement ExpertiseProfessional Account Placement Expertise Regional U/W TeamsRegional U/W Teams Internal Rating CapabilitiesInternal Rating Capabilities Preferred Insurance ProductsPreferred Insurance Products High Commission RatesHigh Commission Rates Premium “A” Rated CarriersPremium “A” Rated Carriers Incentive Bonus ProgramsIncentive Bonus Programs Multi-Carrier Service Center for your small Multi-Carrier Service Center for your small
commercial customers commercial customers Advanced TechnologyAdvanced Technology Personal ServicePersonal Service
May 2007Networked Insurance Agents
Copyright 2007
Know How You Can Help Know How You Can Help Speed Up Quoting and Get the Speed Up Quoting and Get the
Best QuoteBest QuoteWe need complete applications, including:
Annual Receipts/Payroll/Area Detailed Business Description Years in Business Target Premium Loss History – 3 years minimum Tenants List, if Property Owner Contact Name and Phone Number Supplementals – www.nlinksuite.com Website address
May 2007Networked Insurance Agents
Copyright 2007
Know What is Required for Know What is Required for Broker of Record LettersBroker of Record Letters
Broker of Record Letter Requirements Name of Insured Policy Numbers Naming Networked/Affiliate Name as new broker Effective Date of Change (Renewal Date) Must be on Insured’s Letterhead & signed by authorized person
Completed Application is required Check with your underwriter regarding timing of BOR’s by
carrier As a rule, our carriers will not accept mid-term BOR’s
May 2007Networked Insurance Agents
Copyright 2007
THANK YOU!THANK YOU!
WE LOOK FORWARD TO OUR CONTINUED WE LOOK FORWARD TO OUR CONTINUED PARTNERSHIP!PARTNERSHIP!
Joann Webb, CPCU, AU Commercial Lines U/W Manager
(530) 274-6934