The pressure on P & C insurance agencies isn’ t letting up. Clients expect faster service, more personalized coverage, and proactive advice— while agency owners juggle growth, staffing, and daily operations. Cross-sell automation provides a way forward. By allowing technology to handle the repetitive, timesensitive task of identifying and initiating cross-sell conversations, agencies can finally unlock the full potential of their existing book of business. This isn’ t about replacing the human touch— it’ s about making sure no opportunity falls through the cracks while agents focus on what they do best: building trust and closing sales. If you’ re ready to see how automation can transform your agency’ s growth without overwhelming your team, book a call to learn more about Insurance Automation. •
standards to how opportunities are identified and addressed, eliminating the variability that often comes from differing agent styles or priorities. This consistency builds a reputation for proactive, thoughtful service that clients appreciate.
5. Scalable Growth Without Hiring Spree Traditional growth often means hiring more producers, service staff, and account managers. Cross-sell automation allows agencies to expand sales activity across their existing book without significantly increasing payroll. This creates healthier profit margins, reduces training demands, and supports sustainable growth that doesn’ t depend on constant staff expansion.
6. Stronger Data Utilization Most agencies sit on mountains of valuable data but struggle to put it to work. Cross-sell automation transforms that idle information into actionable insights that directly fuel growth. Every client interaction, policy update, and milestone becomes an opportunity waiting to be addressed automatically.
By solving operational headaches while improving both sales and client satisfaction, cross-sell automation delivers value across every level of the agency. The result is a business that grows smarter, not just bigger.
The pressure on P & C insurance agencies isn’ t letting up. Clients expect faster service, more personalized coverage, and proactive advice— while agency owners juggle growth, staffing, and daily operations. Cross-sell automation provides a way forward. By allowing technology to handle the repetitive, timesensitive task of identifying and initiating cross-sell conversations, agencies can finally unlock the full potential of their existing book of business. This isn’ t about replacing the human touch— it’ s about making sure no opportunity falls through the cracks while agents focus on what they do best: building trust and closing sales. If you’ re ready to see how automation can transform your agency’ s growth without overwhelming your team, book a call to learn more about Insurance Automation. •
BIG“ I” PROFESSIONAL LIABILITY ONBOARDING
September 2022
OUR AGENCY BELIEVES IN REDUCING E & O EXPOSURE
PROFESSIONAL LIABILITY.
Whether you’ re a seasoned producer, account manager or just beginning your insurance career, we developed some customized training videos that will help you better serve our customers and avoid potential E & O claims. We feature 13 core videos on topics that frequently drive E & O claims and are challenging topics for many agents. There are also several videos that are optional viewing on business income and workers compensation coverage.
The videos last between eight minutes and 30 minutes and provide insight into placing that type of coverage. Because agents’ professional liability errors and omissions( E & O) is such a widespread problem for today’ s insurance professionals, we want to ensure you view the videos to help avoid an E & O situation. The critical knowledge from our Big“ I” experts will also help you gain technical coverage knowledge you will use throughout your insurance career.
Please take the time to review these educational videos when you are able. If you have any questions or want to discuss, please reach out to your supervisor.
Just a warning: Reading the key takeaways and handouts does not replace listening to the videos. Click the play icon to view the accompanying videos and the PDF icon to view the handouts.
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C OMMERCIAL PRODUCER & ACCOUNT MANAGER
T R AINING GUIDE & O NBOARDING
R ESOURCE
Copyright © 2022 Independent Insurance Agents & Brokers of America, Inc. All rights reserved. No portion of this document may be reproduced in any manner without the prior written consent of IIABA ®.
The E & O Guardian Commercial Lines Producer Onboarding guide will take you through 13 core videos critical to your onboarding process and includes key takeaways and links to accompanying handouts.
Access to the E & O Guardian risk management website is an exclusive Big“ I” member benefit. Content may be accessed by Big“ I” members, with key resources reserved for exclusive access by Swiss Re Corporate Solutions E & O policyholders
* You will be prompted to login with your Big“ I” membership credentials to access this resource.
DOWNLOAD IT NOW AT https:// eoguardian. com / commercial-producer-onboarding /