Resources

West Bend Mutual Insurance Company – January 2026

The Agreement allows the Company to take control of the Agency’s expirations and service the policies during the resolution of a dispute over the ownership of the expirations

The contract on the yellow table, notebook, glasses and pen.

Disaster Planning Guide

Updated September 2024 for 2025 Distribution Click here to download the guide.

Duty to Advise

Review a summary of agent’s legal duties, as they vary from state to state: This guide is accessible to Swiss Re policyholders only. You will be prompted to log in…

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…

Commercial 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