Forms and Checklists – Use these to collect pertinent information from your new risks. These must be complete in order to get credit for “gathering client information”. *If your quoter has to follow up with your prospect to obtain information that should have been on this form, they will get the credit for obtaining the client information.
Project Management System – Track the status of your quotes and get credit for the steps you complete. (COMING SOON!)
Procedures and Processes Class – Coming Soon
Once you have been assigned an email address, you can access it here: https://agencyassociates.net/webmail
It is our intent to protect our insureds AND our relationships with our carriers by writing only good business. If a risk doesn’t meet guidelines, PLEASE don’t write it.
ALL CLIENT COMMUNICATIONS SHOULD BE DONE THROUGH EZLYNX SO THAT THE RECORDS ARE TIED TO THAT CLIENT.
How to use the Management System – https://www.ezlynx.com/support/training-materials/ams/
Webinars – https://www.ezlynx.com/support/webinars
How to use the text messaging – https://www.ezlynx.com/support/training-materials/text-messaging/
How to set up documents for an e-signature – https://www.ezlynx.com/support/training-materials/esignature/
How to use the rater in EZLynx – https://www.ezlynx.com/support/training-materials/rating-engine/
If you plan to write any commercial auto policies with Progressive, you must first clear all risks with Jim Trivisonno or Shawnda McCollum for approval and complete the following web-based training on the Progressive site (Under Support>Knowledge on Demand).
These 5 webinars/videos/slide presentations take only minutes to complete and are required to write Commercial Auto business through Agency Associates Inc. Please consider exploring more of the training available on the Progressive site as well.
Commercial Lines Training – New agent or need a refresher? Learn about Commercial Lines opportunity, coverages, quote, issue, underwriting and service processes.
CL Products and Coverages – Learn about Progressive’s light commercial and heavy truck coverages which can be customized to meet the needs of your customers. 12 min.
Commercial Auto truck underwriting expectations and appetite live video chat-Recording – Commercial lines business leaders discuss how to confidently market, quote and sell truck insurance.
Commercial introduces USDOT rating-Recording – Introduction of USDOT rating for truck, contractor and business auto risks. *Required if writing USDOT risks
Commercial Lines Broad Acceptance and Appetite – A 2-minute video explaining our Commercial Auto focus. 2 min.
Also review the following helpful PDFs:
Commercial Auto Business List – Use this list to find over 1,000 business types to correctly quote Commercial Auto.
Commercial Auto Driver Guidelines FAQs – Get answers to your questions about listing drivers on Commercial Auto policies.
Commercial Auto Quoting Reference Card – Keep this mini-overview of FAO’s Commercial quoting and servicing screens handy.
Comparing Commercial and Personal Auto– A side-by-side comparison of Progressive Commercial and Personal Auto policies. Order at Progressive Marketing w/search keyword “Compare”.
Get Started Quoting Heavy Truck Risks– Start quoting heavy truck with Progressive Commercial today with this handy one-page help sheet.
Quote Sheet: Commercial Auto – Use this to gather information needed to quote Commercial Auto.