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May 2007 Networked Insurance Agents Copyright 2007 Introduction to Introduction to Commercial Lines & Commercial Lines & Work Compensation Work Compensation

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Page 1: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Introduction to Introduction to Commercial Lines &Commercial Lines &Work CompensationWork Compensation

Page 2: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Our Goal at NetworkedOur Goal at Networked

Provide our Affiliate Members with:Provide our Affiliate Members with: Professional MarketingProfessional Marketing Account Placement ExpertiseAccount Placement Expertise Access to Products & Services of Access to Products & Services of

Premier Standard and E&S Premier Standard and E&S Insurance CarriersInsurance Carriers

Power our Affiliates to Greater Power our Affiliates to Greater Growth and ProfitabilityGrowth and Profitability

Page 3: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

IN-HOUSE CAPABILITIESIN-HOUSE CAPABILITIES

Professional Account Placement ExpertiseProfessional Account Placement Expertise Regional U/W TeamsRegional U/W Teams Internal Rating Capabilities-Underwriting AuthorityInternal Rating Capabilities-Underwriting Authority Preferred Insurance ProductsPreferred Insurance Products High Commission RatesHigh Commission Rates Premium “A” Rated CarriersPremium “A” Rated Carriers Incentive Bonus ProgramsIncentive Bonus Programs Multi-Carrier Service Center for your small commercial Multi-Carrier Service Center for your small commercial

customers customers Advanced Technology-Online Instant Quoting-NLinkAdvanced Technology-Online Instant Quoting-NLink Multi-State CapabilitiesMulti-State Capabilities Broad Underwriting AppetiteBroad Underwriting Appetite New Ventures-Lapse in coverageNew Ventures-Lapse in coverage Renewal RemarketingRenewal Remarketing Development of Safety Groups-Work CompDevelopment of Safety Groups-Work Comp

Page 4: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Your Networked TeamYour Networked Team

Customer Care

Representative

Small Commercial

BOP Underwriter

Middle MarketUnderwriter

Territorial Sales

Vice President

Work CompUnderwriter

Commercial Lines

Managers

Affiliate

Page 5: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

PRODUCTS AND PRODUCTS AND APPETITEAPPETITE

Page 6: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Our CarriersOur Carriers AIGAIG Ace CompleteAce Complete AllstateAllstate Amcom/RedlandsAmcom/Redlands ChubbChubb CNA CNA Commerce WestCommerce West Crum & ForsterCrum & Forster Everest NationalEverest National Fireman’s FundFireman’s Fund Golden EagleGolden Eagle Great AmericanGreat American HartfordHartford

MarkelMarkel MeadowbrookMeadowbrook One BeaconOne Beacon PhiladelphiaPhiladelphia RepublicRepublic SafecoSafeco SagamoreSagamore SequoiaSequoia State FundState Fund TravelersTravelers ZenithZenith ZurichZurich

Page 7: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

SUCCESS CLASSESSUCCESS CLASSESGENERAL CAPABILITIESGENERAL CAPABILITIES Retail-WholesaleRetail-Wholesale ManufacturingManufacturing TechnologyTechnology Restaurants & Leisure Restaurants & Leisure

IndustriesIndustries Offices & Industrial ParksOffices & Industrial Parks Shopping CentersShopping Centers Business ServicesBusiness Services Auto ServicesAuto Services Artisan ContractorsArtisan Contractors Alarm InstallationAlarm Installation WineriesWineries

Page 8: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

SUCCESS CLASSESSUCCESS CLASSES UNIQUE CAPABILITIESUNIQUE CAPABILITIES

Restaurants Apartments Hotels & Motels Sand/Gravel Haulers Clothing Manufacturing Auto Dealers/Repair Lessor’s Risk Machine Shops

Non-Profit Social Non-Profit Social Service & Mental Service & Mental Health AgenciesHealth Agencies

Health & Fitness Health & Fitness CentersCenters

Boat Dealers (Programs)Boat Dealers (Programs) Golf CoursesGolf Courses Mix-In-TransitMix-In-Transit

Page 9: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

SUCCESS CLASSESSUCCESS CLASSESUNIQUE CAPABILITES CONTINUED:UNIQUE CAPABILITES CONTINUED:

Bed/Breakfast & Bed/Breakfast & Country InnsCountry Inns

Youth OrganizationsYouth Organizations Children’s CampsChildren’s Camps Private SchoolsPrivate Schools Small Fleet TruckingSmall Fleet Trucking TechnologyTechnology Medical TechnologyMedical Technology

Child Care Centers Performing Arts Sports Camps YMCA/YWCA Health/Fitness Clubs Propane/Fuel Oil

Dealers

Page 10: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Everest National Everest National One of only two distribution sources in California

In house underwriting, quoting, binding and policy issuance.

Competitive Pricing

Convenient payment options

Deposit by Fax

Preferred commission to the retail agent (10%)

Excellent services including Loss Control & Claims

Wide array of eligible classes

Page 11: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Monoline CapabilitiesMonoline Capabilities Auto

Single vehicle to large fleets Composite rating available for large risks Heavy & Extra-Heavy Power Units

Property Office Packs HPR Accounts

Inland Marine Builders Risk (incl. Renovation Forms) – Single Shot or Open Installation Forms Equipment Floaters Warehouseman’s Legal Liability Motor Truck Cargo & Transportation Forms

Page 12: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Monoline Capabilities Monoline Capabilities (cont’d)(cont’d)

Ocean Marine Boat Dealers Ocean Cargo Charter Fishing Vessels Excursion, ferry & passenger vessels Marina Operators Marine Contractors Stevedore’s Legal Liability

Boiler & Machinery Earthquake & Flood Specialty Crime Foreign Liability Workers Compensation

Page 13: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Know How You Can Help Speed Up Know How You Can Help Speed Up Quoting and Get the Best QuoteQuoting and Get the Best Quote

We need completed applications - including: Annual Receipts/Payroll/Area Detailed Business Description Years in Business Target Premium Loss History – 3 years minimum Tenants List, if Property Owner Contact Name and Phone Number Supplementals – www.nlinksuite.com Website address

Page 14: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

How to Submit Business

Submit applications electronically at Submit applications electronically at [email protected] [email protected]

oror via fax at via fax at

(530) 274-2562(530) 274-2562

Page 15: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Know What is Required for Broker Know What is Required for Broker of Record Lettersof Record Letters

Broker of Record Letter Requirements Name of Insured Policy Numbers Naming Networked/Affiliate Name as new broker Effective Date of Change (Renewal Date) Must be on Insured’s Letterhead & signed by authorized person

Completed Application is required

Check with your underwriter regarding timing of BOR’s by carrier

As a rule, our carriers will not accept mid-term BOR’s

Page 16: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Meet Your Production TeamMeet Your Production Team

North Los Angeles Territory

Michelle Wallace Small Commercial Underwriter(530) 477-3908 [email protected]

Stephanie Fagundes Middle Market Underwriter

(530) 274-6908 [email protected]

Kelley Beckert Small Commercial Underwriter/Workers’ Comp(530) 274-6950 [email protected]

Julie Bahlke Workers’ Comp Underwriter(530) 477-3955 [email protected]

Page 17: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Meet Your Production TeamMeet Your Production Team

North Los Angeles Territory Continued

Rebecca Donahue Agribusiness(530) 274-6951 [email protected]

Kris Kirchner Contractor (530) 274-6967 [email protected]

Carol Bennett Customer Care Representative(530) 274-6929 [email protected]

Apinya Nguy Territorial Sales Vice President(818) 307-0921 [email protected]

Page 18: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Meet Your Production TeamMeet Your Production Team

Orange Territory

Brandy Ahearn Small Commercial Underwriter(530) [email protected]

Susan Driscoll Middle Market Underwriter(530) [email protected]

Lisa Mitts Workers’ Comp Underwriter(530) 274-6938

[email protected]

Rebecca Donahue Agribusiness(530) 274-6951

[email protected]

Jamie Sundelius Customer Care Representative(530) [email protected]

Rocco Dimateas Territorial Sales Vice President(949) [email protected]

Page 19: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Meet Your Production TeamMeet Your Production TeamSoutheast Territory

Julie Griffith Small Commercial Underwriter(530) [email protected]

Laurie Brinigar Middle Market Underwriter(530) [email protected]

Valorie Baum Workers’ Comp Underwriter(530) [email protected]

Claudia Barber Customer Care Representative(530) [email protected]

Judy Murakami Agribusiness(530) [email protected]

Larry Oslie Territorial Sales Vice President(949) [email protected]

Page 20: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Meet Your Production TeamMeet Your Production TeamNorth Central Valley Territory

Shauna Goodnature Small Commercial Underwriter(530) [email protected]

Anne Palacios Middle Market Underwriter(530) [email protected]

Nicole Johnson Workers’ Comp Underwriter(530) [email protected]

Bekki Gray Contractors(530) [email protected]

Judy Murakami Agribusiness(530) [email protected]

Cheryl Hicks Territorial Sales Vice President(916) [email protected]

Page 21: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Meet Your Production TeamMeet Your Production TeamEast Bay Territory

Shauna Goodnature Small Commercial Underwriter(530) [email protected]

Anne Palacios Middle Market Underwriter(530) [email protected]

Nicole Johnson Workers’ Comp Underwriter(530) [email protected]

Bekki Gray Contractors(530) [email protected]

Rebecca Donahue Agribusiness(530) [email protected]

Tony McIntosh Territorial Sales Vice President(707) [email protected]

Page 22: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Meet Your Production TeamMeet Your Production TeamSouth Central Valley Territory

Melanie Suddjian Small & Middle Commercial Underwriter(530) [email protected]

Nicole Johnson Workers’ Comp Underwriter(530) [email protected]

Rebecca Donahue Agribusiness (530) 274-6951

[email protected]

Judy Murakami Agribusiness(530) [email protected]

Randy Chambers Territorial Sales Vice President(559) [email protected]

Page 23: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Meet Your Production TeamMeet Your Production TeamNorth Coast Bay Territory

April DiPiazza Small & Middle Commercial Underwriter(530) [email protected]

Sara Oliva Small Commercial Underwriter(530) 477-3971 [email protected]

Valorie Baum Workers Comp. Underwriter (530) 274-6912 [email protected]

Judy Murakami Agribusiness(530) [email protected]

Bekki Gray Contractors(530) 477-3970 [email protected]

Greg Arca Territorial Sales Vice President(415) 265-2118 [email protected]

Page 24: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Meet Your Renewal TeamMeet Your Renewal Team Renewal Team:

Cynthia Grech [email protected](530) 274-6918

Penny Esau [email protected](530) 274-6984

Jennifer Adams [email protected](530) 274-6922

Willow Schwarz [email protected](530) 274-6910

Candice Myers [email protected](530) 477-3922

Workers Compensation:

Jim Korling [email protected](530) 274-6960

Kristi Kaufman [email protected](530) 587-4047

Sheila Wooten [email protected](530) 274-6947

Page 25: May 2007 Networked Insurance Agents Copyright 2007 Introduction to Commercial Lines & Work Compensation Introduction to Commercial Lines & Work Compensation

May 2007Networked Insurance Agents

Copyright 2007

Charise Salivar Commercial Lines Manager (S. California) (530) [email protected]

Mike Carrington Commercial Lines Manager (N. California)

(530) [email protected]

Michelle Losee Workers Comp Manager (530) [email protected]

THANK YOU!

We appreciate your business!