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May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

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Page 1: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

May 2007Networked Insurance Agents

Copyright 2007

Commercial LinesAffiliate Training

Page 2: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate 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

Page 3: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

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]

Page 4: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

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

Page 5: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

May 2007Networked Insurance Agents

Copyright 2007

PRODUCTS AND PRODUCTS AND APPETITEAPPETITE

Page 6: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

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

Page 7: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

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

Page 8: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

May 2007Networked Insurance Agents

Copyright 2007

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

Page 9: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

May 2007Networked Insurance Agents

Copyright 2007

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

Page 10: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

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

Page 11: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

May 2007Networked Insurance Agents

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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

Page 12: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

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

Page 13: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

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

Page 14: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

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

Page 15: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

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

Page 16: May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

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