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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Become a Partner: Join Invest

Invest is pleased to continue its mission to provide insurance, financial literacy and risk management education.

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VU C.E. Certificates of Insurance Webinars

VU C.E. Certificates of Insurance Webinars Recorded on November 22, 2022 Thousands of certificates of insurance are issued every single day and most are issued improperly. What is it about COIs that can get an agency in trouble? We’re here to help. Select your state from the list for viewing and CE options. Select your…

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Back to Basics – What is Spoliation in Insurance Claims?

The Oxford Dictionary defines spoliation as “the act of ruining, destroying or spoiling something,” according to. In short, it means that something that should be kept is lost, destroyed, or not considered valid due to an improper chain of custody post loss. Spoliation claims are growing, and this article covers some of the ways insurance…

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