Leverage (verb) – use something to maximum advantage. This is why the Class and Carrier Reports were built, a means for an agent to maximize their advantage in a new business opportunity. … Read More
Author Archives: rob
2022 – Q2 Updates – Multi-State Search now Available, Tweaks to TalkPoint and AgencyDash
Searching multiple states is now supported. Added more sorting options for the list view and tweaked TalkPoint. … Read More
Travelers WC Market Report 2022
Travelers’ largest sector is the Services industry, accounting for 47% of their WC portfolio. They’ve been most aggressive on Retail Stores and Schools … Read More
Hartford WC Market Report 2022
Hartford’s largest sector is the Services industry, accounting for 57% of their WC portfolio. Standout growth in NY, FL and NJ. … Read More
2022 – Q1 Updates – CRM Base Integrations, TalkPoint, Numerous Tweaks
CRM Integrations are available for beta testing. TalkPoint, Carrier Comparison and numerous improvements await. … Read More
Skip the Underwriting Submission Line
Ever make a submission 90 days out, only to get a declination 30 days before the renewal? Why couldn’t they tell you this day 1? Odds are they didn’t have a way to make a snap judgement without spending an hour looking through your apps..that’s where the summary comes in handy… … Read More
What is an LCM? The Producer Asked..
In our business, and sales in general, success and opportunity is measured on relative advantage. The LCM is the relative. … Read More
2021 – Q3 Updates – OSHA & Carrier Report, AgencyDash, url/profile Link Editing, Enhanced Class Descriptions
The OSHA Report got a face lift to make it WAY easier to read. Carrier Report is revamped and optimized for each state’s data availability. Users can now edit or add websites or contact profile links. Benefits interface now has list view icons. Even the Class Lookup pages got an enhancement. Check it out. … Read More
Loss Costs & Loss Cost Multipliers
What is a Loss Cost? What is a Loss Cost Multiplier? As a Commercial Insurance Producer, why is this information important to me? Grab that ‘world’s best insurance agent’ mug, fill it up with some cheap office coffee and lets get cracking. … Read More
2021 – Q2 Updates – Integrations, Feature Enhancements & Loss Release Form Revamp
Calendar Integration Connect your calendar to sync scheduled events. Highly flexible, two-way updating, available for Outlook or Google. Check out the guide for the details and how to install. Enhancements & Updates Scheduled events can now be edited or deleted. Pipeline flags … Read More