E&S Insurance Checklist for Agents

E&S Insurance Checklist for Agents

E&S Insurance Checklist for Agents
Aug 11, 2022
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Journey through the busy season cool, calm and collected with the right tools and preparation. Here’s a checklist to get you from point A (application) to point B (policy issued) in the quickest way possible for your small commercial E&S accounts:

1. Tune up the car

In the same way that you would get your car tuned up before a road trip, make sure all of your processes are working in harmony before you hit the road.

Make sure you have up-to-date appetite guides. Bookmark this webpage to reference Pathpoint’s small commercial appetite guides quickly.

Have all of your platform passwords pre-stored or handy to access. This way, you’re not wasting time looking for them at the moment you’re trying to win a client by getting them a quote fast. Click here to log in to your Pathpoint account now, or choose "Forgot password" if needed.

2. Choose the right co-pilot

Your journey will be much different if your co-pilot is your friend who shows up with the fastest route already mapped out and a cooler full of snacks, vs. your friend who wants to stop and take pictures every 10 minutes and talks your ear off the entire trip. In the same way, if you have the right tools to help guide you, you’ll have the most pleasant journey to getting coverage for every client fast.

Research different digital insurance solutions available. Decide what makes sense to use for your business depending on your biggest challenges and how you operate. Remember that time is money, so a solution that can save you time may also make you more money because you’ll have more time to focus on generating more business.

3. Fill up the gas

If you try to run your car on an empty tank, you won’t get very far. The same goes for using tools you’re not familiar with; they won’t be much use to you if you don’t fill up on the knowledge of how to use them beforehand.

Learn how Pathpoint works. To see how easy it is to use Pathpoint, watch the video below or join an upcoming webinar.

Learn about new Pathpoint features, like e-signing. Read up on what Pathpoint has added to the platform over the last few months here.

4. Ready, Set, Go!

You’ve done all your prep work and now it’s time to hit the road! Pathpoint’s here for you if you need directions (our support chat can help you with that), or a last-minute tire change (a quote right away). But that karaoke-ing co-pilot you’d like to leave behind at the next rest stop? You’re unfortunately on your own.

Get an instant quote

Access multiple non-admitted A-rated markets in just a few minutes. Find coverage with Pathpoint.

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