August 2007 Networked Insurance Agents Copyright 2007© Commercial Lines Affiliate Training (excluding CA & TX)

August 2007Networked Insurance Agents

Copyright 2007©

Commercial LinesCommercial LinesAffiliate TrainingAffiliate Training

(excluding CA & TX)(excluding CA & TX)


Copyright 2007©

Our Goal at NetworkedOur Goal at Networked

Provide our Affiliate Members with:Provide our Affiliate Members with: Professional MarketingProfessional Marketing Account Placement ExpertiseAccount Placement Expertise Access to Products & Services of Premier Access to Products & Services of Premier

Standard and E&S Insurance CarriersStandard and E&S Insurance Carriers Power our Affiliates to Greater Growth Power our Affiliates to Greater Growth

and Profitabilityand Profitability


Copyright 2007©

Meet Your Production TeamMeet Your Production Team

Western States TeamWestern States Team

Jennifer Pitts Jennifer Pitts Utah UnderwriterUtah Underwriter (303) 333-0915(303) 333-0915 [email protected]@networkedins.com

Jenna Smith Jenna Smith Colorado UnderwriterColorado Underwriter (719) 392-2096(719) 392-2096 [email protected]@networkedins.com

Denise HolcombDenise Holcomb Customer Care RepresentativeCustomer Care Representative(530) 477-3927(530) [email protected]@netwokedins.com


Copyright 2007©


Arizona TeamArizona Team

Cherise Piazza Cherise Piazza Production UnderwriterProduction Underwriter (623) 505-7545(623) [email protected]@nedworkedins.com

Julie AdamsJulie Adams Customer Care RepresentativeCustomer Care Representative(530) 477-3945(530) 477-3945 [email protected]@networkedins.com


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Northwest TeamNorthwest Team

Becky Castle Becky Castle Production UnderwriterProduction Underwriter

(541) 928-1039(541) [email protected]@networkedins.com

Denise Holcomb Denise Holcomb Customer Care RepresentativeCustomer Care Representative

(530) 477-3927(530) 477-3927 [email protected]@networkedins.com


Copyright 2007©


Nevada TeamNevada Team

Carrie FaulknerCarrie Faulkner UnderwriterUnderwriter(702) 405-8379(702) [email protected]@networkedins.com

Julie AdamsJulie Adams Customer Care Customer Care RepresentativeRepresentative(530) 477-3945(530) [email protected]@networkedins.com


Copyright 2007©

How to Submit Business…How to Submit Business…

Submit applications electronically at Submit applications electronically at [email protected][email protected] OROR

via fax at 530-274-2562via fax at 530-274-2562


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PRODUCTS AND PRODUCTS AND APPETITEAPPETITE


Copyright 2007©

DisclaimerDisclaimer

The appetites and capabilities are an The appetites and capabilities are an overview. Not all products and overview. Not all products and carriers are available in all carriers are available in all territories. Please contact your territories. Please contact your underwriter for specifics in your underwriter for specifics in your territory.territory.


Copyright 2007©

SUCCESS CLASSESSUCCESS CLASSESGENERAL GENERAL

CAPABILITIES:CAPABILITIES: RetailRetail WholesaleWholesale ManufacturingManufacturing TechnologyTechnology Restaurants & Leisure Restaurants & Leisure

IndustriesIndustries Offices & Industrial Offices & Industrial

ParksParks Shopping CentersShopping Centers Business ServicesBusiness Services


Copyright 2007©

SUCCESS CLASSESSUCCESS CLASSES UNIQUE CAPABILITIESUNIQUE CAPABILITIES

Asian RestaurantsAsian Restaurants ApartmentsApartments Hotels & MotelsHotels & Motels Refuse HaulersRefuse Haulers Sand/Gravel HaulersSand/Gravel Haulers Non-Profit Social Service & Non-Profit Social Service &

Mental Health AgenciesMental Health Agencies

Health & Fitness Health & Fitness CentersCenters

Boat DealersBoat Dealers Golf CoursesGolf Courses Mix-In-TransitMix-In-Transit


Copyright 2007©

SUCCESS CLASSESSUCCESS CLASSESNew Product CapabilitiesNew Product Capabilities

Bed/Breakfast & Bed/Breakfast & Country InnsCountry Inns

Youth OrganizationsYouth Organizations Children’s CampsChildren’s Camps Private SchoolsPrivate Schools Child Care CentersChild Care Centers Performing ArtsPerforming Arts

Sports CampsSports Camps YMCA/YWCAYMCA/YWCA Health/Fitness ClubsHealth/Fitness Clubs Propane/Fuel Oil Propane/Fuel Oil

DealersDealers


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Monoline CapabilitiesMonoline Capabilities AutoAuto

Single vehicle to large fleets Single vehicle to large fleets Composite rating available for large risksComposite rating available for large risks Heavy & Extra-Heavy Power UnitsHeavy & Extra-Heavy Power Units

PropertyProperty Office Packs Office Packs HPR AccountsHPR Accounts

Inland MarineInland Marine Builders Risk (incl. Renovation Forms) – Single Shot or Builders Risk (incl. Renovation Forms) – Single Shot or

OpenOpen Installation FormsInstallation Forms Equipment FloatersEquipment Floaters Warehouseman’s Legal Liability Warehouseman’s Legal Liability Motor Truck Cargo & Transportation FormsMotor Truck Cargo & Transportation Forms


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Monoline Capabilities Monoline Capabilities (cont’d)(cont’d)

Ocean MarineOcean Marine Boat Dealers Boat Dealers Ocean CargoOcean Cargo Charter Fishing VesselsCharter Fishing Vessels Excursion, ferry & passenger vesselsExcursion, ferry & passenger vessels Marina OperatorsMarina Operators Marine ContractorsMarine Contractors Stevedore’s Legal LiabilityStevedore’s Legal Liability

Boiler & MachineryBoiler & Machinery Earthquake & FloodEarthquake & Flood Specialty CrimeSpecialty Crime Foreign Liability Foreign Liability Workers CompensationWorkers Compensation


Copyright 2007©

Commercial ContractorsCommercial Contractors Commercial ContractorsCommercial Contractors performing NO performing NO

residential operations – Minimum Premiums start residential operations – Minimum Premiums start at $100,000 Full package policies only. Eligible at $100,000 Full package policies only. Eligible Classes Include:Classes Include: Arborists/Tree Trimmers & Landscapers Arborists/Tree Trimmers & Landscapers Concrete ContractorsConcrete Contractors Electrical ContractorsElectrical Contractors Water Well DrillersWater Well Drillers HVAC & Mechanical ContractorsHVAC & Mechanical Contractors Street/Road ConstructionStreet/Road Construction Heavy Construction & UndergroundHeavy Construction & Underground Commercial General ContractorsCommercial General Contractors


Copyright 2007©

Service & Repair Service & Repair ContractorsContractors

Asphalt Driveway Asphalt Driveway CoatingCoating

Chimney CleaningChimney Cleaning Computer Wiring Computer Wiring

InstallInstall Countertop Countertop

InstallationInstallation Lawn Care ServicesLawn Care Services Lighting Stores Lighting Stores

w/Installationw/Installation Office Machine Office Machine

Install/Service/RepairInstall/Service/Repair

Organizer Systems Organizer Systems Installation (closet, Installation (closet, etc)etc)

Parking Lot StripingParking Lot Striping Sign Sign

Painting/LetteringPainting/Lettering Street CleaningStreet Cleaning Swimming Pool Swimming Pool

ServicingServicing Water Softener Water Softener

Sales/ServiceSales/Service


Copyright 2007©

Small Artisan ContractorsSmall Artisan Contractors

Awning InstallationAwning Installation Carpentry – InteriorCarpentry – Interior Floor Covering InstallFloor Covering Install Cable & Satellite InstallCable & Satellite Install ElectriciansElectricians Appliance/Equipment Appliance/Equipment

InstallInstall Fence Dealers/InstallersFence Dealers/Installers

Furniture/Fixture Furniture/Fixture InstallInstall

Glass & Glazing WorkGlass & Glazing Work LandscapersLandscapers Tree ServicesTree Services Water Well DrillersWater Well Drillers Sign InstallersSign Installers


Copyright 2007©

Specialty ContractorsSpecialty Contractors

Alarm System Installation/Service/Repair including Alarm System Installation/Service/Repair including

monitoring of residential systems. WC can be includedmonitoring of residential systems. WC can be included

Pool/Spa Program all lines except WC – retailers, wholesalers Pool/Spa Program all lines except WC – retailers, wholesalers

& service firms. Includes spa installation& service firms. Includes spa installation

Arborists all lines except WC for risks involved in tree care Arborists all lines except WC for risks involved in tree care

and landscaping. Must have at least 25% payroll in tree-careand landscaping. Must have at least 25% payroll in tree-care


Copyright 2007©

Ineligible OperationsIneligible Operations Contractors involved in new multi-unit Contractors involved in new multi-unit

habitational projects, including tracts, condos, habitational projects, including tracts, condos, and town homesand town homes

Residential General ContractorsResidential General Contractors HomebuildersHomebuilders New VenturesNew Ventures No Prior Insurance or Lapse in CoverageNo Prior Insurance or Lapse in Coverage

Please discuss these risks with your Please discuss these risks with your Program Unit underwriter, they may have Program Unit underwriter, they may have

options!options!


Copyright 2007©

Our CarriersOur Carriers AceAce AIGAIG AllstateAllstate ChubbChubb CNA CNA Colorado CasualtyColorado Casualty Employers Ins. GroupEmployers Ins. Group Financial PacificFinancial Pacific Fireman’s FundFireman’s Fund Great AmericanGreat American HartfordHartford

MarkelMarkel MeadowbrookMeadowbrook PhiladelphiaPhiladelphia Republic IndemnityRepublic Indemnity SafecoSafeco SagamoreSagamore SequoiaSequoia St. Paul TravelersSt. Paul Travelers UnigardUnigard ZurichZurich


Copyright 2007©

ADDED VALUEADDED VALUEIN-HOUSE CAPABILITIESIN-HOUSE CAPABILITIES

Professional Account Placement ExpertiseProfessional Account Placement Expertise Regional U/W TeamsRegional U/W Teams Internal Rating CapabilitiesInternal Rating Capabilities Preferred Insurance ProductsPreferred Insurance Products High Commission RatesHigh Commission Rates Premium “A” Rated CarriersPremium “A” Rated Carriers Incentive Bonus ProgramsIncentive Bonus Programs Multi-Carrier Service Center for your small Multi-Carrier Service Center for your small

commercial customers commercial customers Advanced TechnologyAdvanced Technology Personal ServicePersonal Service


Copyright 2007©

Know How You Can Help Know How You Can Help Speed Up Quoting and Get the Speed Up Quoting and Get the

Best QuoteBest Quote We need complete applications including:We need complete applications including:

Annual Receipts/Payroll/AreaAnnual Receipts/Payroll/Area Detailed Business DescriptionDetailed Business Description Years in BusinessYears in Business Target PremiumTarget Premium Loss History – 3 years minimumLoss History – 3 years minimum Tenants List, if Property OwnerTenants List, if Property Owner Contact Name and Phone NumberContact Name and Phone Number Supplementals – Supplementals – www.nlinksuite.comwww.nlinksuite.com Website addressWebsite address


Copyright 2007©

Know What is Required for Know What is Required for Broker of Record LettersBroker of Record Letters

Broker of Record Letter Requirements:Broker of Record Letter Requirements: Name of InsuredName of Insured Policy NumbersPolicy Numbers Naming Networked/Affiliate Name as new brokerNaming Networked/Affiliate Name as new broker Effective Date of Change (Renewal Date)Effective Date of Change (Renewal Date) Must be on Insured’s Letterhead & signed by Must be on Insured’s Letterhead & signed by

authorized personauthorized person Completed Application is requiredCompleted Application is required Check with your underwriter regarding timing of Check with your underwriter regarding timing of

BOR’s by carrierBOR’s by carrier As a rule, our carriers will not accept mid-term As a rule, our carriers will not accept mid-term

BOR’sBOR’s


Copyright 2007©

THANK YOU!THANK YOU!

WE LOOK FORWARD TO OUR WE LOOK FORWARD TO OUR CONTINUED PARTNERSHIP!CONTINUED PARTNERSHIP!

Documents

August 2007 Networked Insurance Agents Copyright 2007© Commercial Lines Affiliate Training (excluding CA & TX)