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CORE COMMERCIAL
October 2018
September’s top SIC descriptions
Eating places Nonresidential building operators Hotels and motels Commercial equipment NEC Drug stores and proprietary stores Real estate agents and managers Plumbing, heating, air conditioning Water, sewer and septic Packaged frozen goods Furniture stores
September’s largest new accounts
Professional & Financial Services
We’ve got your clients in professional and financial services (accountants, attorneys, engineers, consultants, insurance brokers and more) fully covered with our innovative Retail BOP. View specific coverages and more by downloading the flyer.
Industry specific coverage available
Automatic Newly Acquired Property Business Income from Dependent Properties Cyber Liability Employment Practices Liability Money & Securities Personal Effects Valuable Papers and Records
Advantage BOP & Package are available in these states
Advantage BOP
Advantage Package
Wanna win a $100 Amazon gift card?
Give us your opinion!
Now through Oct. 31, once you quote your client’s BOP on ArrowheadExchange.com, we’ll send you a link to a survey. It takes 3-5 minutes and will greatly help us improve your experience on our rate/quote/bind portal. We select a winner every two weeks, and you can win multiple times. Check with your BDL if you haven’t received the survey!
Webinars:
Learn about BOP enhancements and how to navigate Arrowhead Exchange
We offer a variety of quick, to-the-point webinars to help you quickly get up to speed on quoting Arrowhead BOP. Choose the one that best fits your schedule.
How to quote your BOP on Arrowhead Exchange
Producers and account managers, learn how to rate, quote and bind qualified BOPs, plus get details on all our NEW upgrades and enhancements to QBE’s BOP product, in this 30-minute webinar. You’ll also learn
How to obtain policy output
Servicing resources
Click below to register. Webinar is on Oct 24.
Set up your agency on Arrowhead Exchange
Office administrators (and anyone else in charge!), in this 5-minute demonstration, you’ll learn how to
Set up your office administrator
Set up users to log in to arrowheadexchange.com
Set up policy notifications for recently generated policy documents
Followed by Q&A, so come prepared with questions!
Click below to register. Webinars begin at 8:30 am PST (10:30 CST, 11:30 EST)
Managing your new and renewal business
Account managers and CSRs, join us for a 10-minute demonstration on how to manage your book on the Arrowhead portal:
How to get documents in a paperless environment
Tips on how to search for a policy
Review of the policy management screens
Followed by Q&A, so come ready with your policy management questions!
Click below to register. Webinars begin at 8:30 am PST (10:30 CST, 11:30 EST)
How our streamlined rate/quote/bind platform gets you back out the door faster.
ArrowheadExchange.com acts like an agency management system, saving you time and lowering operating costs via automation. Your agency can set up multiple user credentials to address various business operations. That gives you instant access to:
Instant Online Quotes.Our straight-through process allows users to quote and bind eligible accounts in minutes.
Daily Print.Printable or emailable documents are ready for download. See below for further details.
Policy Inquiry.Obtain policy transaction history, verify information and pull documents and real-time status updates, 24/7. Read more details below.
Commission Statements.Agency administrators can pull and print commission statements.
Discounted CE Courses.We’ve teamed up with Fastrack CE to provide convenient online education to satisfy licensing requirements. You’ll receive a 10% discount for being a valued Arrowhead producer
What’s Daily Print?
Your way to retrieve policy documents online
Need new policy or renewal declarations? They’re available 24/7 on Arrowhead Exchange.
Please note: Arrowhead does not mail policies or endorsements to your clients.
(We DO mail invoices, notices of cancellation, notices of reinstatement, notices of rescission and non-renewals directly to the policyholder.)
You can provide policy documents to your clients by downloading the file as a PDF and emailing it, or by printing and mailing a hard copy. Either way you choose, it’s now your responsibility as their agent to provide them with their policy information. Here’s how you do it. (Hint: It’s NOT in the document center!)
Log into AEX
Click Tools and Reports
Select Core Commercial Daily Print
View your documents by date; select and print or print/save as PDF
Note that these documents are only held there for 31 days. After that time, you’ll need to go to Policy Inquiry to get the documents.
Sign up for Daily Print auto-email notifications
These emails alert you when a new policy document has generated. While you will find no specific policy information in the email (due to privacy laws), it will direct you to log in to view the docs. The emails alert you to the following:bills and notices, bind documents and policy documents. Your agency admin must first sign you up for auto-email notifications, so request access from your admin.
Coming soon: IVANS Agency Download
We’re busily testing our IVANS workflows. Stay tuned for an ETA.
Questions? Contact your business development leader
