Commercial Backoffice for All

Welcome to the VIAA blog.

This is a way for VIAA and members to hear about new opportunities.

 

QUESTIONS:

  • Are you focused on Commercial Lines, and find yourself falling behind on quotes, proposals, billing and claims issues?
  • Do you specialize in Personal Lines but don’t want to pass up prospects for Commercial Lines?
  • Are you new to insurance and intimidated by Commercial Lines?             

 One of our Strategic Partners has a solution.  It is unique to SIAA.

                Henry spoke about it at our VIAA conference and a handful of our members have been pilot agents.  TRAVELERS has developed Commercial Lines Express “CLXpress” for you and your clients. 

 

WHAT YOU DO:  You give Travelers the Name, Phone # and type of business and expiration date.

WHAT THEY DO:

  • Travelers will contact the person, gather info, and provide a quote & proposal.
  • They take care of applications.  Their E&O covers.
  • They will keep you “in the loop” during this process.
  • They are issuing policies on about 50% of the ones they quote—not a bad “hit ratio”.
  • They will do BOPs, Work Comp and Commercial Auto.
  • Their Service Center handles Certificates, endorsements, billing, audits, account rounding.
  • They pay YOU the commission .

 

In terms of commitment they want you to refer 2 leads per month minimum.

 

                I think this is a program that could benefit you directly and lead to more referrals if your clients are pleased with the process.  You do not need to be a current Travelers agent to enter this program.   If you want to join let me or Elizabeth Powers know.  It takes 1-2 weeks to get a code.

The program will launch countrywide on Wednesday June 26th with a special webinar.  See below.

 

 

Alliance Program Services is happy to announce
Commercial Lines Express, a partnership between SIAA and Travelers National Sales Center (NSC), is now open to all SIAA members!

Are you missing sales opportunities? 

» Commercial Lines can be tough for a new agent
» Many SIAA member agencies have good opportunities for commercial sales
» Commercial Lines presents a big learning curve
» Closing the sale can be difficult
 
Travelers can help.

» You provide the qualified lead, they do the rest
» Competitive retail commission, minus service center fee
» Eligible for PMSF and local profit sharing
» Gateway to direct code with Travelers Select

Find out more. Register to attend the CLXpress introductory webinar, where APS and Travelers will provide interested SIAA member agencies with a complete overview of the program and enrollment instructions.

Date: Wednesday, June 26, 2013
Time: 2:00 PM – 3:00 PM EDT
Registration Link:
https://www2.gotomeeting.com/register/341276130 
 

This program is open to all Travelers appointed SIAA members, and non-appointed members

More To Explore

img (1)

Retain Customers with a Client Onboarding Process

Congratulations on Your New SALE! It becomes so easy as an Agency Owner, just to worry about SELLING! After all isn’t that what it’s all about? It was a rhetorical question and just, so we are clear, the answer is…a resounding NO! You certainly need to be able to sell but do so by creating a value-based proposition and tying in a unique Client experience, this has never been as true and relevant as it is today, especially now in this digital based consumer market we live in. The question becomes, “How can you set your agency, your website and

img

The Importance of a Solid Claims Process

Insurance isn’t just all about the SALE! It is however all about relationships and a client’s claim experience will create a long-lasting impact and impression of that relationship, either as a positive or as a… I will probably be looking for another agency soon. This is truly where the rubber hits the road and it is vital your agency has a game plan and a consistent and methodical approach! Keep in mind that any issues that arise during a claim’s experience can leave your clients with a bad opinion of you and your agency! Even if you have no control