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April 2019 | Share Newsletter


What's Hot

March top SIC descriptions
  • Eating places
  • Concrete work—paving
  • Electrical repair shops—small appliances & housewares
  • Nonresidential LRO—offices & commercial buildings
  • Building material dealers
  • Grocery & convenience stores
  • Plumbing, heating, A/C
  • Drugs, proprietaries & sundries—retail
  • Sign erection, installation, repair

Big Hitters

March’s largest new accounts

largest accounts-4

Charity Madness

Congratulations to Rob Pierce, Vice President, Commercial Insurance at James G. Parker Insurance Associates in Fresno, CA. He's the winner of our second Annual Charity Madness Tournament. We will be donating $500 on his behalf to his favorite charity, Maple Creek PTC.
Great job, Rob!


We've improved our billing system 

Based on your input, we’ve enhanced our billing, making it easier both for you and your clients.

Here’s the scoop:

Asset 2@4x-2
  • The Direct Bill New Business Deposit Payment term has been changed to 20 days.
  • All new business down payment invoices will be mailed to your insured.
  • Binder and Quote Confirmation wording has been changed to reflect changes:
    • Added "THIS IS NOT A BILL"
    • Added "If Agency Bill, [Producer Name] will invoice the premium"
    • Added this statement: "An invoice will be mailed directly to the insured. The insured can pay the deposit online or through the mail as outlined below"
    • Payments can be made online at; by phone, 1.844.719.5170; or mailed. If the insured is in AZ or NY, mail to P.O. Box 9063, Carlsbad, CA 92018. Otherwise, mail to P.O. Box 9000, Carlsbad, CA 90218.

Reminder: Sign up for IVANS downloads

Last month, we sent an email to all agencies selling Core Commercial, letting you know IVANS downloads are now available (for Core Commercial accounts only).  You can view the email and respond here. Be sure to click YES to IVANS or NO, you don’t want IVANS.

PLEASE: just one sign-up per agency.

Have more questions about IVANS? Read our FAQs.


Short on time?
Try our Concierge Service Center 

Concierge by Core Commercial provides the high-level service your clients expect without requiring your time. It’s like having your own account manager giving white glove service to your customers!

Asset 1@4x-1
  • Provides soup-to-nuts customer service at a competitive cost
  • Creates ease of doing business, because the hand-off is seamless
  • Offers a full spectrum of communication: call center and email
  • Fully P&C licensed and commercial insurance-trained staff handle endorsements, cancellations, reinstatements, renewals, policy doc requests, self-service billing
  • Provides ongoing communication with clients, making renewals much easier
  • Grows your book, adding to your profit potential

Learn more here. Tell your Business Development Leader if you want to participate.



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 & manage your agency
on Arrowhead Exchange, from A to Z

In this comprehensive webinar, producers and account managers will learn how to use our online portal plus details on all our NEW upgrades and enhancements to QBE’s BOP product. This 30-45 minute webinar includes Q&A. You’ll learn:

  • How to rate, quote and bind qualified BOPs online
  • How to obtain policy output
  • Servicing resources

Wednesday, May 1, 8 a.m. (Pacific). Register here.

Wednesday, May 1, 12 noon (Pacific). Register here.

Set up your agency on Arrowhead Exchange

Office administrators (and anyone else in charge!), learn how to set up users and manage your agency online in this 5-minute demonstration. Learn:

  • Set up your office administrator
  • Set up users to log in to
  • Set up policy notifications for recently generated policy documents
  • Followed by Q&A, so come prepared with questions!

Tuesday, Apr. 30, 8:30 a.m. (Pacific). Register here.

How to Navigate Core Commercial Billing Options

Account managers and CSRs, join us for a 10-minute demonstration of our billing screens:   

  • How to locate bills
  • Agency Bill: How we are different
  • Direct Bill
  • How to make a payment
  • How to set up EFT for your client
  • Followed by Q&A, so come prepared with questions!

 Thursday, Apr. 25, 8:30 a.m. (Pacific). Register here.

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 questions!

 Friday, Apr. 12, 8:30 a.m. (Pacific). Register here.

Thursday, May 2, 8:30 a.m. (Pacific). Register here.


Questions? Contact your business development leader

BDL map

Brett Barnsley, West Region

Rich Dern, Central Region

Vivian Carballo-Brown, Central/Southeast Region

Rob McLaughlin, Northeast Region