Producers Commercial Lines Risk Survey equips producers with coverage checklists for over 650 types of business.
Helps you ask the underwriting and coverage questions needed to build a better product for your clients. Questions are written in the language of the business. Explains underwriting concerns and provides recommended SIC, NAICS, GL and WC codes.
Provides your clients printed checklists that provide coverage recommendations in an organized fashion and also provides you with an explanation of each coverage to aid in communication.
• Write more business. Use for prospecting or before you meet with clients the first time. Shows you the coverages that need to be discussed with each customer.
• Up-sell more accounts. Include a checklist of coverages with your proposal. Help discourage E&O claims and encourage customer retention by making clients part of the coverage selection process as they document the exact coverages they select. Justify your recommendations for more than “apples-to-apples” coverage.
• You aren’t an expert on this industry? Get the answers you need the first time. Build a set of underwriting and fact-finding questionnaires to use with your clients.
This approach achieves three objectives:
1. Shows clients that you know their business.
2. Identifies current coverage gaps that you can fill.
3. Moves your application to the top of the underwriters’ stack by providing complete underwriting information.
• Educational tool. Use the coverage description, list of applicable coverages and questionnaires to train your employees on moving into new markets or on selling additional coverages to current customers. |
