Advantage Plus powered by Rough Notes is a web-based sales and service resource designed to help your agency better serve your customers.
- Understanding the client's operation
- Identifying exposures
- Creating thorough customer proposals
- Documenting customer files with signed coverage checklists
Big "I" members have exclusive access to Advantage Plus. Similar products sell for thousands of dollars but Big "I" members enjoy a deeply discounted rate: Up to 15 users per agency:
$250 per year ($750 for 4-year subscription) More than 15 users per agency:
$500 per year ($1,500 for 4-year subscription)
| Features: Commercial Lines Risk Exposure Evaluation System - Narrative overviews of operations and exposures for more than 650 businesses
- Recommended SIC, NAICS, GL, and WC codes
- Coverage recommendations
- Risk specific questionnaires designed to identify coverage gaps and exposures
- Customer Coverage E&O Checklist/File Documentation (E&O loss control tool)
Personal Lines Risk Exposure Evaluation System - Narrative overviews for:
- Coastal Properties
- Condominiums
- Rental Properties
- Single Family Dwellings
- Tenants
- Pre-renewal questionnaires
- Risk specific questionnaires designed to identify hidden exposures such as:
- In home business
- Water related
- Recreational vehicles
- Customer Coverage E&O Checklist/File Documentation (E&O loss control tool)
Policy Forms & Manual Analysis (PF&M) - Detailed commercial, personal, & specialty coverage analysis of ISO & AAIS forms and endorsements
- Comparisons of prior coverage forms help mitigate E&O exposure
- Written in easy-to-understand language with clear examples
- Relevant court cases and decisions
- Quizzes on each coverage section for training and "self-study"
- Risk management techniques
- Updated monthly
Coverages Applicable - Electronic version of one of the best known and used print resources for coverage identification
- Simple and concise coverage explanations and their applications
- Overview of 28 business classes
- Coverage identification for over 600 risks
- Links to PF&M and ACORD forms
Insurance Marketplace - Find a market for hard to place coverages
- E & S directory with direct links to companys, brokers and MGAs web site
- Search by category and state or company name
Insurance Marketplace Cybercast - Emerging markets
- New products
- Product enhancements
ACORDTM Forms Library - Printable applications
- Instructions for completion of all forms
Insurance Words & Their Meanings - Dictionary with easy-to-understand definitions
- Glossaries for 11 business catagories to help you better understand your customers language.
Business Building Letters - Examples/Samples of 330 professionally written correspondence pieces
- On-going prospecting
- Account development
- Service/claims
- Relationship building
- Service surveys
- Copy, paste, edit, customize, and save in your own letter library
e-marketing for Agencies - Inform and educate through your web site
- Professionally written articles
- Easy-to-understand answers to consumer questions
| Advantage-Plus go to roughnotes.com hover over "shop" click "enter promo" Enter quanitity of "1" and "IIABA" all CAPS as the promo code
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