Here you will find many tools you can use to educate your prospects and clients, or to obtain quick indications on various lines of business.
Please feel free to request tools on any line of business you would like to pursue. Claim examples, overview suitable for the layman’s consumption, indication worksheets and so on can all be created just for you, and in many cases customized with your agency information for your use in marketing campaigns.
Privacy Liability Resources — websites and other references to keep you up to date on privacy liability losses, litigation and legislation.
Checklist for Executive Protection Coverages — a handy checklist which will allow you to systematically and consistently review executive protection exposures and possible coverages with your insureds and prospects. Use this for both new and renewal business!
Ready for Something REALLY Different? — an encapsulation of the features and benefits of doing business with Me. Review this, and if you think we would be a fit and you like my approach, send business!
Recent Successes — a list of recently bound business to give you a feel for the types of business I help my agents write.
Management Liability Overview and Solicitation Flyer — a 30,000 foot view of D&O/Entity Coverage, and a one page flyer that will raise your insureds’ awareness and allow you to gather just enough information for me to provide an indication. If you want this in Word format so you can place it on your own letterhead or reformat, please email me.
EPL Overview and Solicitation Flyer — a similar treatment of just Employment Practices Liability.
Fiduciary Liability Solicitation Flyer — a one page solicitation to raise your insureds’ awareness about their fiduciary liability exposures and to gather just enough information for me to provide an indication.
Chris,
I attended the Ruble seminar in San Diego and really appreciated your session. Not being all that involved with Professional Liability, I found it very informative.
As I recall, you indicated that you were going to post a check list on your website. Since I’m not all that familiar with EPLI, Professional Liability and most of the lines you covered, I was looking forward to seeing the check off sheet that would allow me to approach my clients with a better understanding of their exposures and needs for coverage.
Since the check off sheet did not appear on your website, I thought maybe I had misunderstood how we were to access this document.
Regardless, I would appreciate it if you could forward me a copy of this document.
Thanks,
Bob Swanson
Hi, William. There are several solicitations on my site, and other support tools. If they’re not what you’re looking for, I need to know more specifically what you have in mind.