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Training Videos

Introducing Coterie!

Coterie offers unique BOP, GL and PL insurance products in 49 states and is backed by their A- (Excellent) rated insurance carrier partners. Agents can instantly quote and bind policies or renewals with immediate access to policy documents and insurance certificates.

Agenda:

– About Coterie
– The Opportunity
– Why Coterie
– General Guidelines
– Product Information
– How to Get a Quote with Coterie
– Next Steps
– Questions and Answers

Download Presentation

Download Coterie Overview

Download Appetite Guide

Get to know Neptune - Residential

Learn about Neptune Flood for Residential Lines risks.*

Agenda:

– Who is Neptune
– Product Details
– How to Get a Quote with Neptune
– Quoting Demo
– Next Steps
– Questions and Answers

Download Presentation

Download Residential Flyer

*Not available to Allstate agents.

Get to know Neptune - Commercial

Learn about Neptune Flood for Commercial Lines risks.*

Agenda:

– Who is Neptune
– Product Details
– How to Get a Quote with Neptune
– Quoting Demo
– Next Steps
– Questions and Answers

Download Presentation

Download Commercial Flyer

Download RCBAP Flyer

*Not available to Allstate agents.

How To Get an Instant Quote

USLI

Learn how to get a quote in 5 minutes or less, for over 50 classes/products.

Agenda:

– Who is Braishfield
– Why USLI
– Who is USLI
– Benefits to you
– Instant Phone Quote Demo
– Web Quoting
– How to Bind
– Questions and Answers

Download Presentation

Download Instant Quote Postcard

Artisan Contractors and Equipment

USLI

Learn about our Artisan Contractors and Equipment product.

Agenda:

– Who is Braishfield
– Why USLI
– Who is USLI
– Trends and Statistics of the Growing Industry
– Coverages and Products
– Leveraging Instant Phone Quote
– Web Quoting
– How to Bind
– Questions and Answers

Download Presentation

Download Instant Quote Postcard

Contractors and Vacant Buildings

USLI

Learn about our Contractors and Vacant Buildings products.

Agenda:

– The Opportunity
– Who is USLI
– Top Products
– How to Get a Quote with USLI
– Leveraging Instant Phone Quote
– Web Quoting
– Business Resource Center
– How to Bind a USLI Policy
– Questions and Answers

Download Presentation

Download Instant Quote Postcard

Health and Wellness

USLI

Learn about our Health and Wellness product.

Agenda:

– The Opportunity
– Who is USLI
– Top Products
– How to Get a Quote with USLI
– Leveraging Instant Phone Quote
– Web Quoting
– Business Resource Center
– How to Bind a USLI Policy
– Questions and Answers

Download Presentation

Download Instant Quote Postcard

Home Based Business

USLI

Learn about our Home Based Business product.

Agenda:

– The Opportunity
– Who is USLI
– Top Products
– How to Get a Quote with USLI
– Leveraging Instant Phone Quote
– Web Quoting
– Business Resource Center
– How to Bind a USLI Policy
– Questions and Answers

Download Presentation

Download Instant Quote Postcard

Hospitality and Liquor

USLI

Learn about our Hospitality and Liquor products.

Agenda:

– Who is Braishfield
– Why USLI
– Who is USLI
– Trends and Statistics of the Growing Industry
– Coverages and Products
– Leveraging Instant Phone Quote
– Web Quoting
– How to Bind
– Questions and Answers

Download Presentation

Download Instant Quote Postcard

Non-Profit Package:
Charities & Business Associations

USLI

Learn about our Non-Profit Package for Charities and Business Associations.

Agenda:

– Who is USLI
– Charities and Business Associations: Opportunity & Industry Segments
– Coverage Features and Advantages
– How to Get a Quote with USLI
– Leveraging Instant Phone Quote
– Web Quoting
– Business Resource Center
– How to Bind a USLI Policy

Download Presentation

Download Instant Quote Postcard

Non-Profit Package:
Social and Human Services

USLI

Learn about our Non-Profit Package for Social and Human Services.

Agenda:

– Who is Braishfield
– Why USLI
– Who is USLI
– Trends and Statistics of the Growing Industry
– Coverages and Products
– Leveraging Instant Phone Quote
– Web Quoting
– How to Bind
– Questions and Answers

Download Presentation

Download Instant Quote Postcard

Personal Lines

USLI

Learn about our Personal Lines products.

Agenda:

– Who is Braishfield
– Why USLI
– Who is USLI
– Coverages and Products
– Leveraging Instant Phone Quote
– Web Quoting
– How to Bind
– Questions and Answers

Download Presentation

Download Instant Quote Postcard

Professional Liability

USLI

Learn about our Professional Liability products.

Agenda:

– Who is Braishfield
– Why USLI
– Who is USLI
– Coverages and Products
– Leveraging Instant Phone Quote
– Web Quoting
– How to Bind
– Questions and Answers

Download Presentation

Download Instant Quote Postcard

New Special Events Feature: Bind & Pay

USLI

Learn about the NEW Bind & Pay* feature of our Special Events product.

Agenda:

– The Opportunity
– Web Quoting
– How to Bind a USLI Policy
– Questions and Answers

Download Presentation

Download Instant Quote Postcard

*Bind & Pay feature not available in VT or WA.

Special Events and Beer, Wine & Liquor Stores

USLI

Learn about coverage for Special Events and Beer, Wine & Liquor Stores offered by USLI.

Agenda:

– Who is USLI
– Special Events
– Beer, Wine, Liquor Stores
– How to Get a Quote with USLI
– Leveraging Instant Phone Quote
– Web Quoting
– How to Bind a USLI Policy
– Questions and Answers

Download Presentation

Download Instant Quote Postcard

Truckers, Specialty Educators & Trainers

USLI

Learn about coverage for Truckers, Specialty Trainers, Educators and Instructors offered by USLI.

Agenda:

– Who is USLI
– Truckers Overview
– Specialty Educators, Trainers and Instructors Overview
– How to Get a Quote with USLI
– Web Quoting
– Business Resource Center
– How to Bind a USLI Policy
– Questions and Answers

Download Presentation

Download Instant Quote Postcard