• Producers Commercial Lines Risk Survey
• Producers Personal Lines Risk Survey
• Policy Forms & Manual Analysis
• Coverages Applicable
• Insurance Marketplace
• Insurance Marketplace Cybercast
• CE/Training
• ACORD™ forms
• Insurance Words & Their Meanings
• Business Building Letters
• Rough Notes magazine
• e-marketing for Agencies
• In Action

What makes this product so easy to use?

Our global search engine puts you two or three mouse clicks away from a variety of products that provide the information that gets the sale.

How can this product make you an expert?

Our Producers Commercial Lines Risk Survey provides you with pre-visit information for over 650 kinds of business. You sound like an expert with:

• A narrative that describes the business and provides exposure and coverage advice.

• A questionnaire to gather extra information that helps get a fast quote.

• A printable checklist of coverages for specific risks; requires the customer to accept or reject each coverage, helping mitigate your E&O.

• A coverage definition for each item on the checklist for a quick reference.

Our Producers Personal Lines Risk Survey provides you with pre-visit information for personal lines and farm risks. It helps identify exposures that might be forgotten, and includes:

• A pre-renewal questionnaire.

• A questionnaire that gathers extra information to help identify coverage needs and potential gaps.

• A printable checklist of optional endorsements; requires the customer to accept or reject each one, helping mitigate your E&O.

• A coverage definition for each item on the checklist for a quick reference.

PF&M provides more than just excellent coverage analysis of most ISO and AAIS forms, it offers explanations of endorsements, underwriting and rating information, and wording to use in preparing proposals and brochures.

The Producers Commercial Lines Risk Survey gets you started with an explanation of over 650 risk classifications; then provides a complete survey and a coverage checklist to help you with a new client.

Risk-Specific Training Courses

What type of training is most effective? Hands-on training with immediate application!

The "How to Insure" Continuing Education Program from The Rough Notes Company is a new approach to Property/Casualty Continuing Education. Each course focuses on the insurance needs of one industry by following a producer as he or she meets and works with a client. These courses are risk specific, not coverage specific, and are introductory, not in-depth, in nature. They can help a producer, CSR and others in an agency gain the confidence necessary to pursue and work with a different industry niche.

TRAINING
The first ten classes available are:
• How to Insure Truck Lines
• How to Insure Garages
• How to Insure Banks
• How to Insure Colleges
• How to Insure Personal Lines Coastal Properties
• How to Insure Electrical Contractors
• How to Insure General Contractors
• How to Insure Restaurants
• How to Insure Nursing Homes
• How to Insure Furniture Manufacturers

This training is part of The Producer OnLine product.

ONLINE CONTINUING EDUCATION CREDIT

Rough Notes has teamed with WebCE, a nationwide provider of Continuing Education, to offer some of these courses along with all of the WebCE Insurance Continuing Education courses. Courses can be selected and paid for individually or bundled with all of the courses you need to satisfy your license for a price of $46.95 or less*. The couses have been filed in most states. Status of the approved states is provided at www.roughnotes.webce.com.

Ordering is just a click away on your Producer OnLine Home Page.

*Additional cost for state filing fees will apply in some states.

Is writing not your favorite subject? Let Business Building Letters help you get started in writing prospect letters and more than 100 other relationship enhancing letters.

A New Feature for The Producer OnLine

Risk specific training for everyone in the office!

Now includes ACORD™ forms library!
How are over 4,000 agencies using The Rough Notes PRODUCER OnLine?

Commercial producers
Save time and gain expertise by using The Producer OnLine’s risk management survey to determine all the risk-specific exposures for more than 650 different kinds of businesses.

CSRs
Save time and gain confidence with The Producer OnLine’s Business Building Letters to find professionally written agency letters which address more than 300 different situations.

New producers
Save time and gain answers and understanding to coverage questions by using The Producer OnLine’s 7,500-page encyclopedia (Policy Form & Manual Analysis).

Personal lines producers
Save time and provide better service by using The Producer OnLine’s Personal Risk Management Survey to stay current with clients by providing a complete annual coverage check-up.

Marketing managers
Save time and gain the ability to write the entire account by accessing the industry’s most comprehensive specialty lines directory and linking to more than 650 E&S carriers, MGA/MGUs and program administrators.

Agency owners
Save on the agency’s E&O premium and avoid potential E&O situations by using The Producer OnLine E&O coverage checklist.

Call now to schedule a live demo with our trainers, or access www.roughnotes.com/onlinedemo
for a free demonstration.

Phone us at (800) 428-4384 and ask for our OnLine Subscription Department. You will be issued a password that will allow you access to The Producer OnLine—24 hours a day, seven days a week!