Commercial Lines

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 to gain access. Not a policyholder? Purchase the guide at this link.

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 series.

Commerical 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

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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.

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EXCEED Microlearning

For New to Seasoned Employees – Developed In Partnership with IRMI. EXCEED & EXCEED Onboard are perfect for onboarding, career development & knowledge refreshing.

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weSure Introduction

Watch Gold carrier partner weSure’s on-demand webinar to learn about a new digital market offering admitted and A rated BOP, WC, and Cyber through a one-of-a-kind quoting platform.

Commercial Umbrella Checklist

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