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Can anyone recommend a program that will track/assist in quoting? Meaning, enter basic information and the program will track the quote, from start to finish, "Unsubmitted (Pending additional Info), "Submitted", "Quote Received", "Proposal Sent". With the information entered, it will prepare a proposal and e-mail to your customer, it will also remind you of various "to do's" like, "Your quote has been out for 2 days, call client and see if they want to bind" Quote bound, get binder". </br> </br>I used one years ago with an Independent Agency I worked for, I just can't remember the name of it.

For professionals that are involved in or work for Insurance Carriers and Insurance Companies in the P&C Industry

Hello, I am part of our broker management team at Euler Hermes, the largest p...

...twice. I am part of our broker management team at Euler Hermes, the largest p...

...Modmaster for workers comp risk management? How does it compare with Acucomp?...

I've been in the insurance industry nearly 12 years, and I've become the guy that gets the hard to place referrals. On a daily basis I work with businesses that generally do not fit with the standard market. Here are some examples of recent accounts: - FMX (motocross) jump shows - They show up to any event, weather it be a track, beach, or parking lot, and perform flips and tricks as an opening act to a main event. (still considering new markets for this as they require monthly special event policies). - Inventory/Contents companies - They require Inland Marine for contents of others, as well as GL/EPL/Pollution Liability/Work Comp. They own a warehouse where contents of others and BPP is stored. The majority of work performed is taking inventory at residential and business properties, and incidentally will remove undamaged PP for temporary storage. Sometimes the inventory is completed in locations with exposure to asbestos; which they are fully licensed and trained to do so while wearing proper gear. - Textile/Home Goods Sales - They have two warehouses; one for storage, one for packaging/shipping. All sales are to wholesale and public via the web. - Swim Instructors - Teaches children aged 3-18 to swim in public and school pools. Package required. - Commercial Production Companies - Requiring coverage for props/sets/wardrobe, GL, hired auto, work comp, all on short term basis. - High Ex Mod/Large premium Work Comp risks. - Several clients from Machine Shops, Body Shops, Warehouses, Janitorial, with 500k - 3mil payroll with either lapses in coverage, large recent claims, or high ex-mods. Needing a market for the Work Comp - NO PEO! These are just a few examples of accounts within the last 30 days. I currently work with too many GA's, most of which do not have a market for a few of these. I'd like to find someone to work with that is quick on response, follows up, has reasonable fees, and has a broad range of market access. Please only reply to this is you are serious about being able to help. Thanks in advance. Regards, John H Crawley [email protected]

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1. Personal Lines
2. Commercial Lines
3. Benefits

And just about anything related to the P&C industry.

Hi Everyone. I'm in need of a market for a halfway house and it does have people in there who have recently been let out from jail/prison. It is a combination of ex-convicts, people struggling with drug addiction and people who have been homeless. The halfway house offers program for people to take to help them learn how to transition back into society and overcome addiction. No one of the employees receive paychecks, they are staff but volunteers and this halfway house is a non-profit.