Resources

What Not to Say On The Web

Our website wording guide offers myriad examples of troublesome website phrasing and suggested replacement wording:

Your Website Says What?

This white paper provides a high-level overview of the website wording topic as well as a summary of lessons learned from each focus area of the “Your Website Says WHAT?” webinar series.

Commerical Producing Onboarding Guide

The 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:

Agency Website Wording: Dos and Dont’s

Our one-page topic overview is your quickest route to the most essential information on what not to do with your agency website

Quality Certificate and Checklist document inspecting target marketing planning assignment with quality management. Standardization, certification. Compliance to regulations service and standards.

E&O “Dos, Don’ts, and Doozies”

Review our guide to E&O “Dos, Don’ts, and Doozies” and learn ideas for improvements that can be implemented quickly in your agency.

person ticking checkboxes with blue pen on checklist or to-do-list with copy space

Commercial Umbrella Checklist

Blue piggy bank under red umbrella on wooden table with white wall background copy space. Savings money protection, money risk management, pension or retirement planning, wealth concept.

Commercial Property Checklist

Property investment, home loan, reverse mortgage, Business and financial, Saving money concept. Plant growth on stack of coins with a small house model on wood table.

Personal Lines Coverage Checklist

Cross your Ts and dot your Is with the Personal Lines Coverage Checklist.

Big wooden home and small wooden home on grass. Home loan or building home or family concept. Home in nature.

Sample Agency Procedures Manual

The Sample Agency Procedures Manual is a template designed for both personal and commercial lines workflow. It is critical that if you decide to implement this manual, you must customize it to your agency’s procedures, and that once customized and implemented, you follow it. Failure to follow your written procedures and to update it when…

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