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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

Access to First Insurance

To get started with First Insurance, simply watch the First Insurance webinar to learn more about this quoting platform and how to start a quote.

Download Presentation

Download First Insurance Overview

After attending the webinar, use the button below to register. Login credentials will be issued within 1-2 business days.

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