Features
Commercial Lines Risk Exposure Evaluation System
- Narrative overviews of operations and exposures for more than 650 businesses
- Recommended SIC, NAICS, GL, and WC codes
- Coverage recommendations
- Risk specific questionnaires designed to identify coverage gaps and exposures
- Customer Coverage E&O Checklist/File Documentation (E&O loss control tool)
Personal Lines Risk Exposure Evaluation System
Narrative overviews for:
- Coastal Properties
- Condominiums
- Rental Properties
- Single Family Dwellings
- Tenants
Pre-renewal questionnaires
Risk specific questionnaires designed to identify hidden exposures such as:
- In home business
- Water related
- Recreational vehicles
Customer Coverage E&O Checklist/File Documentation (E&O loss control tool)
Policy Forms & Manual Analysis (PF&M)
- Detailed commercial, personal, & specialty coverage analysis of ISO & AAIS forms and endorsements
- Comparisons of prior coverage forms help mitigate E&O exposure
- Written in easy-to-understand language with clear examples
- Relevant court cases and decisions
- Quizzes on each coverage section for training and "self-study"
- Risk management techniques
- Updated monthly
Coverages Applicable
- Electronic version of one of the best known and used print resources for coverage identification
- Simple and concise coverage explanations and their applications
- Overview of 28 business classes
- Coverage identification for over 600 risks
- Links to PF&M forms
Insurance Marketplace
- Find a market for hard to place coverages
- E & S directory with direct links to company’s, broker’s and MGA’s web site
- Search by category and state or company name
Insurance Marketplace Cybercast
- Emerging markets
- New products
- Product enhancements
Insurance Words & Their Meanings
- Dictionary with easy-to-understand definitions
- Glossaries for 11 business catagories to help you better understand your customer’s language
Business Building Letters
- Examples/Samples of 330 professionally written correspondence pieces
- On-going prospecting
- Account development
- Service/claims
- Relationship building
- Service surveys
- Copy, paste, edit, customize, and save in your own letter library
E-Marketing for Agencies
- Inform and educate through your web site
- Professionally written articles
- Easy-to-understand answers to consumer questions