© 2017 Vertafore, Inc. and its subsidiaries. All rights reserved. Trademarks contained herein are owned by Vertafore, Inc. This document is for informational purposes only. Vertafore makes no warranties, express or implied, with respect to the information provided here. Information and views expressed in this document may change without notice. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.

Become an expert.With extensive information on over 650 types of business, profiles, risk exposure questionnaires, and coverage checklists you can successfully sell new commercial lines, as an expert.

These days competition is intense for new and renewal business. To be successful, you need superior knowledge of your client’s business, efficient processes to complete submissions rapidly, and the right tools to reduce your errors and omissions (E&O) risk. Producer Plus® is designed to help you sell and retain commercial accounts, from lead development through post-sales support.

Open the Door to New OpportunitiesWith the extensive risk information built into Producer Plus, you have the tools to explore new verticals and expand your offerings. It reduces the time needed to review and understand your prospect’s business operations, analyze their coverage needs, and be fully informed to properly advise them on their coverage choices.

The comprehensive risk analysis tools in Producer Plus include:

• Industry profiles, with key underwriting and coverage considerations, and SIC/NAICS codes.

• GL and Workers Compensation (WC) classification recommendations.

• Coverage checklists with summaries of options.

• Library of more than 1,300 coverage definitions.

Save Time and MoneyEnsure your submissions have all the information needed to reach the top of the underwriter’s stack. More than 850 ACORD forms can be combined with the risk analysis survey questionnaires to create comprehensive and professional submissions the first time.

Time savings are immense when you eliminate the time wasted going back and forth with underwriters to provide one more detail. Producer Plus helps you ensure you include everything the first time—even those pieces of information specific to certain types of businesses.

Key Benefits of Producer Plus:

• Streamline your process and write more commercial lines business.

• Train new producers more effectively in less time.

• Protect your business from E&O exposure.

• Free your producers for more selling and servicing.

“ An imperfect submission doesn’t get a fair look from companies, let alone the best available rates. An agent needs an informed analysis of the risk to make sure he’s giving the best picture of the risk to underwriters.”

Keith Riley, Chief Marketing Officer, Peel & Holland

© 2017 Vertafore, Inc. and its subsidiaries. All rights reserved. Trademarks contained herein are owned by Vertafore, Inc. This document is for informational purposes only. Vertafore makes no warranties, express or implied, with respect to the information provided here. Information and views expressed in this document may change without notice. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.

Completed submissions can be printed, exported to your management system, or emailed directly to an underwriter in just seconds. Submissions are then automatically tracked within your system so you can easily see the status of any piece of business.

Work Anytime, Anywhere Give your producers added flexibility by letting them check out customer files and work on them while in the field. They can fill out questionnaires and checklists while on a site visit, saving them a trip to the office to type in the information and reducing the opportunity for error.

Protect Your Business When you accurately assess client risk upfront you dramatically reduce your E&O exposure. Producer Plus features built-in tools that ensure you’re asking the right questions and collecting the right data.

• Loss control forms to identify account exposure.

• Risk questionnaires specific to more than 650 types of businesses.

• Coverage checklists to ensure your client is completely covered for his line of business.

Take Your Research Further For further research you can choose to add access to additional market data and search through several well-known market finder products including:

• ReferenceConnect

• The Insurance Marketplace

• Program Business

Achieve Your Commercial Lines Sales Objectives Create custom proposals in minutes using a large variety of templates and data from any submission file. The Microsoft® Word add-in lets you work right in Word to design your own custom templates for consistent, branded, and professional proposals every time.

Gain a Competitive Edge with Post-Sales Tools Producer Plus is the only system that delivers more than 450 risk-specific safety programs required by many state and federal agencies.

Additional post-sales support includes certificates, binders, and auto ID cards, all of which are generated straight from the system and can be configured for access based on custom security settings.

Gain More Efficiency from Integration with Your Agency Management System Producer Plus integrates with Vertafore agency management systems: AMS360® and Sagitta® so you never need to re-type prospect information into your agency management system— it can be exported from the current policy. Once your prospect becomes a client, it’s all there for you.

“ Underwriting tips, checklists, surveys, and questionnaires means the producer will go into an account looking very professional, and fully informed about the business. They meet with the client and can create a professional, complete submission for underwriting.”

Rob Schlegel, Owner/Principal, NSB Insurance

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