Welcome to The Rough Notes Company Producer Online!
 

The Producer Online is a revolutionary new sales and insurance information tool that is the insurance intelligence behind the sales, underwriting and claim processes. Designed to easily enhance the sales and service activities you currently perform, it will help you reduce your acquisition and maintenance costs and increase your account revenue and agency profit. With the Producer Online you can:

  • Enhance your professional relationship with clients and prospects

  • Increase profitable business sales and retention

  • Increase bottom line profits

Here is the Table of Contents for the products that make up The Producer Online.

Click on any product for a brief description.

Demonstration Guide
 

Browse Specific Products Using the Navigation Bar

If you use the Producer Online Navigation bar to go to a specific product, you can see tables of content in the left frame but only access content for a select few; the same few that are accessed by using the global Search described above. Any ‘active’ files will be in a different color. Notice the extensive ‘Tables of Content’. Go in and browse the various products to view the depth and breadth of this information.

Global Search Demonstration:

1. Click on the ‘search’ button

2. Highlight all the products in the product box (hold down shift key and scroll to end)

3. Type in manufacturing

4. hit ‘search’

The results will show up in the right screen.

1. Scroll down to see the various hits for each product.

2. Click on any title to take you to that example in the various product.

3. Hit the ‘back’ button on your browser to come back to the search contents and choose another hit.

Review the following short explanation of each product to give you an idea of what you have in store

Risk Evaluation System Commercial

The Risk Evaluation System Commercial is a revolutionary new sales and insurance information tool that is the insurance intelligence behind the sales, underwriting and claim processes. The Risk Evaluation System Commercial will provide exposure analysis and narrative descriptions on more than 650 risk types.

The Risk Evaluation System Commercial will help you

  • Identify and evaluate risk-specific exposures and hazards to address the needs of the entire account to help you

  • Sell based on coverage value and professional expertise rather than solely on price

  • Recommend coverages to mitigate E&O exposure by using the point-of-sale client/agent coverage agreement

  • Ask appropriate questions on unfamiliar risks

Risk Evaluation System Personal

The Risk Evaluation System Personal is a comprehensive personal lines risk identification tool: Including risk specific questionnaires, a complete list of coverage endorsements and their definitions and an E&O tool that includes a total listing of coverage recommendations with a client/agent signature block.

The Risk Evaluation System Personal will help you

  • Identify new exposures that need to be addressed

  • Provide coverage Checklists ­ for ISO and AAIS policy forms

  • Explain the coverages that may be necessary to insure your client

  • Mitigate your E&O exposure by having signatures on hand

Policy Form & Manual Analysis (PF&M) (included in search)

Easy point and click to coverage analysis, court cases and proposal language. Completely revised, 7,000+ pages of policy forms and endorsement analysis. Updated monthly to help you

  • Uncover gaps and overlaps in coverages to increase account revenue and mitigate E&O exposure

  • Train new staff

  • provide a quick refresher for seasoned producers, underwriters, and CSRs

  • Review pertinent new Court Cases to demonstrate the necessity of coverage to clients and prospects

Coverages Applicable (included in search)

Provides a broad overview of coverage considerations for risks in 28 categories for commercial lines as well as personal lines and farm/ranch.

  • Sell the Total Account

  • Increase average revenue per account

  • Develop expertise in niche markets

  • Become familiar with new risks

Insurance Words and Their Meanings (included in search)

A dictionary of more than 2,600 insurance terms, phrases, explanations and definitions

  • Resource for training and education

  • Explain insurance jargon to clients

The Rough Notes Magazine (included in search)

Fresh sales ideas, up-to-date news and commentary from the industry’s most respected publication with more than 40,000 subscribers

  • Keep current with industry changes

  • Learn from feature articles about other successful agencies

  • Get fresh ideas about effective sales and service

Insurance Marketplace (IMP)

Expand your market with the most comprehensive directory of E&S carriers, MGA/MGUs and Program administrators.

  • Identify who writes the specialty lines in your state

  • Write the total account through expanded market access

Business Building Letters

More than 300 professionally written letters recently revised to meet today’s agency communication needs. Ready to Copy / Paste & Edit into your Word system.

  • Develop consistent professional contact with clients and prospects

  • Build stronger relationships by explaining most activities which impact the client

  • Assist in retaining, maintaining and obtaining better accounts

e-Marketing for Agents

Keep your agency web site fresh and regularly draw consumers back to view.

Relevant articles on frequently asked questions written by insurance experts in everyday language

Easily maintain and update your Web site with consumer friendly information