Know Who to Contact For All Your New Business & Renewal Needs

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Transcript Know Who to Contact For All Your New Business & Renewal Needs

Commercial Lines
Affiliate Training
(excluding CA & TX)
August 2007
Networked Insurance Agents
Copyright 2007©
Our 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
August 2007
Networked Insurance Agents
Copyright 2007©
Meet Your Production Team
Western States Team
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Jennifer Pitts
(303) 333-0915
Utah Underwriter
[email protected]
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Jenna Smith
(719) 392-2096
Colorado Underwriter
[email protected]
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Denise Holcomb
(530) 477-3927
Customer Care Representative
[email protected]
August 2007
Networked Insurance Agents
Copyright 2007©
Meet Your Production Team
Arizona Team
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Cherise Piazza
(623) 505-7545
Production Underwriter
[email protected]
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Julie Adams
(530) 477-3945
Customer Care Representative
[email protected]
August 2007
Networked Insurance Agents
Copyright 2007©
Meet Your Production Team
Northwest Team
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Becky Castle
(541) 928-1039
Production Underwriter
[email protected]
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Denise Holcomb
(530) 477-3927
Customer Care Representative
[email protected]
August 2007
Networked Insurance Agents
Copyright 2007©
Meet Your Production Team
Nevada Team
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Carrie Faulkner
(702) 405-8379
Underwriter
[email protected]
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Julie Adams
(530) 477-3945
Customer Care Representative
[email protected]
August 2007
Networked Insurance Agents
Copyright 2007©
How to Submit Business…
Submit applications electronically at
[email protected] OR
via fax at 530-274-2562
August 2007
Networked Insurance Agents
Copyright 2007©
PRODUCTS AND APPETITE
August 2007
Networked Insurance Agents
Copyright 2007©
Disclaimer
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The appetites and capabilities are an overview.
Not all products and carriers are available in all
territories. Please contact your underwriter for
specifics in your territory.
August 2007
Networked Insurance Agents
Copyright 2007©
SUCCESS CLASSES
GENERAL CAPABILITIES:
 Retail
 Wholesale
 Manufacturing
 Technology
 Restaurants & Leisure
Industries
 Offices & Industrial Parks
 Shopping Centers
 Business Services
August 2007
Networked Insurance Agents
Copyright 2007©
SUCCESS CLASSES
UNIQUE CAPABILITIES
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Asian Restaurants
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Apartments
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Hotels & Motels
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Refuse Haulers
Sand/Gravel Haulers
Non-Profit Social Service & Mental
Health Agencies
August 2007
Health & Fitness Centers
Boat Dealers
Golf Courses
Mix-In-Transit
Networked Insurance Agents
Copyright 2007©
SUCCESS CLASSES
New Product Capabilities
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Bed/Breakfast & Country Inns
Youth Organizations
Children’s Camps
Private Schools
Child Care Centers
Performing Arts
August 2007
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Networked Insurance Agents
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Sports Camps
YMCA/YWCA
Health/Fitness Clubs
Propane/Fuel Oil Dealers
Monoline Capabilities
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Auto
 Single vehicle to large fleets
 Composite rating available for large risks
 Heavy & Extra-Heavy Power Units
Property
 Office Packs
 HPR Accounts
Inland Marine
 Builders Risk (incl. Renovation Forms) – Single Shot or Open
 Installation Forms
 Equipment Floaters
 Warehouseman’s Legal Liability
 Motor Truck Cargo & Transportation Forms
August 2007
Networked Insurance Agents
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Monoline Capabilities (cont’d)
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Ocean Marine
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Boat Dealers
Ocean Cargo
Charter Fishing Vessels
Excursion, ferry & passenger vessels
Marina Operators
Marine Contractors
Stevedore’s Legal Liability
Boiler & Machinery
Earthquake & Flood
Specialty Crime
Foreign Liability
Workers Compensation
August 2007
Networked Insurance Agents
Copyright 2007©
Commercial Contractors
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Commercial Contractors performing NO residential
operations – Minimum Premiums start at $100,000 Full package
policies only. Eligible Classes Include:
 Arborists/Tree Trimmers & Landscapers
 Concrete Contractors
 Electrical Contractors
 Water Well Drillers
 HVAC & Mechanical Contractors
 Street/Road Construction
 Heavy Construction & Underground
 Commercial General Contractors
August 2007
Networked Insurance Agents
Copyright 2007©
Service & Repair Contractors
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Asphalt Driveway Coating
Chimney Cleaning
Computer Wiring Install
Countertop Installation
Lawn Care Services
Lighting Stores
w/Installation
Office Machine
Install/Service/Repair
August 2007
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Organizer Systems
Installation (closet, etc)
Parking Lot Striping
Sign Painting/Lettering
Street Cleaning
Swimming Pool Servicing
Water Softener Sales/Service
Networked Insurance Agents
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Small Artisan Contractors
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Awning Installation
Carpentry – Interior
Floor Covering Install
Cable & Satellite Install
Electricians
Appliance/Equipment Install
Fence Dealers/Installers
August 2007
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Furniture/Fixture Install
Glass & Glazing Work
Landscapers
Tree Services
Water Well Drillers
Sign Installers
Networked Insurance Agents
Copyright 2007©
Specialty Contractors
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Alarm System Installation/Service/Repair including monitoring of residential
systems. WC can be included
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Pool/Spa Program all lines except WC – retailers, wholesalers & service firms.
Includes spa installation
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Arborists all lines except WC for risks involved in tree care and landscaping.
Must have at least 25% payroll in tree-care
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Networked Insurance Agents
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Ineligible Operations
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Contractors involved in new multi-unit habitational projects,
including tracts, condos, and town homes
Residential General Contractors
Homebuilders
New Ventures
No Prior Insurance or Lapse in Coverage
Please discuss these risks with your Program Unit
underwriter, they may have options!
August 2007
Networked Insurance Agents
Copyright 2007©
Our Carriers
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Ace
AIG
Allstate
Chubb
CNA
Colorado Casualty
Employers Ins. Group
Financial Pacific
Fireman’s Fund
Great American
Hartford
August 2007
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Networked Insurance Agents
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Markel
Meadowbrook
Philadelphia
Republic Indemnity
Safeco
Sagamore
Sequoia
St. Paul Travelers
Unigard
Zurich
ADDED VALUE
IN-HOUSE CAPABILITIES
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Professional Account Placement Expertise
Regional U/W Teams
Internal Rating Capabilities
Preferred Insurance Products
High Commission Rates
Premium “A” Rated Carriers
Incentive Bonus Programs
Multi-Carrier Service Center for your small commercial
customers
Advanced Technology
Personal Service
August 2007
Networked Insurance Agents
Copyright 2007©
Know How You Can Help Speed Up
Quoting and Get the Best Quote
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We 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
August 2007
Networked Insurance Agents
Copyright 2007©
Know What is Required for Broker of
Record Letters
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Broker of Record Letter Requirements:
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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
August 2007
Networked Insurance Agents
Copyright 2007©
THANK YOU!
WE LOOK FORWARD TO OUR CONTINUED
PARTNERSHIP!
August 2007
Networked Insurance Agents
Copyright 2007©