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The Links in the Sales Chain™ for the P/L Producer Self-Training Sales Package will take a Producer through 13 separate essential Links. The training starts with a module outlining what the Producer Role consists of and ends with how to be an Advisor after the sale. The components in between feature modules for: How to use relationships to obtain new prospects Knowing all the benefits your carriers offer & how to use them Bringing more passion to the process Understanding the best ways for obtaining referrals How to pick your targets & qualify your prospects more effectively How to establish credibility How to use something other than “price” to make the sale How to use your time more effectively and lots more Included in the course are roughly 60 documents & spreadsheets that will help sustain a new producer (or help an experienced one improve) with the tools, scripts and samples they will need to be successful. A few key documents, included in this Sales Training Course that we would highlight are: Worksheets for Identifying who the Producer already knows Qualifying Questions to Evaluate a Prospect What an “A” Proposal should look like – what are the components? Sample Carrier Benefits Comparison Spreadsheets – for Auto, Home & High-Value Homes Sample Tool Defining who the Client should contact in the Agency to Obtain the Best Service Several Value Charts for Proposal Displays Several Suggested Scripts to insure Success when making Referral Requests Scripts & Methods for Orchestrating the Process for Quick Turnaround The Top 8 Ways to Obtain an "A-Type” Prospect Cheat Sheet for Obtaining 3rd Party Buy-In & Introductions Suggested Sample Weekly Producer Schedule & Template for Producer Use Sample Success Stories to Guide you in Developing some of your Own for Proposals Recording Tools & Methods to Use so you have Consistent Prospect Generation A “Weighing” Close Method to Help Finalize the Sale Sample Auto & Home Update Questionnaires(“Family Insurance Updates”) to Consider using as Value-Addeds A Sample Convert Sheet – Used to Persuade Direct Writer Insureds to Change Various Value-Added Displays so both the Prospect & the Producer know what is “extra” $295.00 Add to Cart

Are you looking for an effective way to vastly improve the sales success for your CSRs & Producers in your Agency? This P/L Bundle Sales Self-Training using The Links in the Sales Chain™ is an impressive Package that will help you achieve just that. With this bundle, you will have access to both the P/L CSR Sales Training & the P/L Producer Sales Training. These 2 interactive courses will take your Commercial Lines salespeople through 13 separate essential Links during the training process. This is a proven method, working for P/L staff & producers in agencies already. What sets this method apart from others can be summed up with 3 things: 1. It’s interactive – a salesperson can go at his or her pace, back up, review many times, etc. 2. It doesn’t just teach Sales Skills – tools, scripts, suggestions are also included (upwards of 50 documents) 3. Success Rates are typically Doubled – Salespeople at all levels find this relationship-based sales approach simple, complete, and practical allowing better focus…and much better results. The annual subscription allows for an unlimited number of times the course can be taken, so there is tremendous value with your investment in this product. For the P/L Producer, the training starts with a module outlining the Producer Role and ends with Alternate Means of Prospecting. The components in between feature modules for: How to use relationships to obtain new prospects Knowing all the benefits your carriers offer & how to use them Bringing more passion to the process Understanding the best ways for obtaining referrals How to pick your targets & qualify your prospects more effectively How to establish credibility How to use something other than “price” to make the sale How to use your time more effectively and lots more. For the P/L CSR, the training, starts with a module for creating sales time and ends with how to be an advisor after the sale. The components in between feature modules for: How to use relationships to obtain new prospects How to obtain referrals Making the right 1st contact with a prospect Qualifying properly How to establish credibility How to prevent price from being the “only” thing, and lots more. Included in each of the 2 courses are over 50 documents & spreadsheets that will help sustain the new (or improve the experienced) salesperson with the tools, scripts and samples they will need to be successful. A few key documents, included in this Sales Training Course that we would highlight are: Worksheets for Identifying who the Salesperson already knows Qualifying Questions to Evaluate a Prospect What an “A” Proposal should look like – what are the components? Sample Carrier Benefits Comparison Spreadsheets – for Auto, Home & High-Value Homes Sample Tool Defining who the Client should contact in the Agency to Obtain the Best Service Several Value Charts for Proposal Displays Several Suggested Scripts to insure Success when making Referral Requests Scripts & Methods for Orchestrating the Process for Quick Turnaround Script for Doing the Small Talking that leads to a Referral 12 Essential Time Management Keys & Tips that have helped Other CSRs Save up to 2 Hours/Day The Top 8 Ways to Obtain an "A-Type” Prospect Cheat Sheet for Obtaining 3rd Party Buy-In & Introductions Suggested Sample Weekly Producer, or CSR, Schedule & Template for Establishing a new one. Sample Success Stories to Guide you in Developing some of your Own for Proposals Recording Tools & Methods to Use so you have Consistent Prospect Generation A “Weighing” Close Method to Help Finalize the Sale Sample Auto & Home Update Questionnaires(“Family Insurance Updates”) to Consider using as Value-Addeds A Sample Convert Sheet – Used to Persuade Direct Writer Insureds to Change Various Value-Added Displays so both the Prospect & the Salesperson know what is “extra.” $395.00 Add to Cart

Farm & Ranch Insurance Ck Specialty Insurance Associates, Inc. offers a robust Farm & Ranch Insurance program tailored for agents and brokers with clients in agricultural industries. As a Western-based, family-owned MGA and surplus lines wholesaler, Ck Specialty provides access to a wide range of A-rated carriers, with in-house binding authority and brokerage markets to handle even the most complex rural risks. Whether your client operates a small hobby farm or a large-scale commercial ranch, this program is designed to protect both property and liability exposures unique to agricultural operations. Ck Specialty serves retail agents across AZ, CA, CO, ID, MT, NV, OR, UT, and WA, offering competitive solutions for a broad range of rural risks. Coverage's Include (but are not limited to): Farm Liability (basic farm premises and personal liability) Farm Property (including dwellings, appurtenant structures, personal property, barns, and outbuildings) Equipment Breakdown Activities or Pursuits Covered Include (but not limited to): Animals & Livestock Aquaculture & Fish Farms ATVs & Snowmobiles Beekeeping Owner-Occupied Dwellings Hazardous Materials on the Insured's Premises Pick-Your-Own Farms Ranches Seasonal or Vacant Occupancies Tree Farms Vineyards & Wineries Highlights: - Minimum premiums (MPs) as low as $500 - 24-hour quote turnaround in most cases - Access to numerous A-rated surplus lines carriers - In-house binding authority for faster processing Ideal Accounts and Appetite This program is an excellent fit for a wide range of agricultural operations. You can place accounts such as: A family-owned vineyard with a tasting room and seasonal foot traffic A multi-acre ranch with livestock and owner-occupied dwellings A beekeeping business that sells directly to consumers Pick-your-own farms offering agritourism activities Risks with hazardous materials, vacant or seasonal homes, and non-traditional farm activities are also considered. Underwriting Notes and Minimum Premiums Ck Specialty’s Farm & Ranch Insurance program is written on a non-admitted basis, allowing flexibility in underwriting unique or hard-to-place risks. Minimum premiums vary by risk profile, with some options starting as low as $500. Submissions receive a fast turnaround—typically within 24 hours. Territories and Availability This program is available to retail insurance brokers in the following states: AZ, CA, CO, ID, MT, NV, OR, UT, and WA. Why Work With Ck Specialty As a Western-based MGA and wholesaler, Ck Specialty understands the unique exposures and needs of rural and agricultural clients. With deep market access, responsive service, and underwriting expertise in farm-related risks, they are well-positioned to help you place even your most challenging accounts. Ck Specialty Insurance is a family-owned & operated, Western-based MGA/Wholesaler/Surplus Lines Broker providing market access to retail insurance brokers in AZ, CA, CO, ID, MT, NV, OR, UT, & WA. Ck Specialty Insurance: Opening market doors…for you. Frequently Asked Questions What types of accounts are a good fit for this Farm & Ranch Insurance program?Ideal accounts include vineyards, ranches, tree farms, aquaculture operations, beekeeping businesses, and pick-your-own farms. Both traditional and niche agricultural risks are considered. Is this program available on an admitted or non-admitted basis?This program is offered on a non-admitted basis through numerous A-rated surplus lines carriers, allowing flexibility for unique or hard-to-place risks. What is the typical turnaround time for quotes?Ck Specialty typically provides quotes within 24 hours of receiving a complete submission. Are seasonal or vacant dwellings eligible for coverage?Yes, the program includes coverage options for seasonal or vacant occupancies located on farm or ranch premises. Which states is this program available in?This Farm & Ranch Insurance program is available to retail brokers in AZ, CA, CO, ID, MT, NV, OR, UT, and WA. Need help placing an account? Connect with a market specialist.

Program Overview — Hospitality Insurance from Hospitality Insurance Solutions Hospitality Insurance Solutions offers a focused Hospitality Insurance program designed for hotel, motel and similar lodging operations. As a managing general agency, we place accounts with carriers such as Discover Property and Casualty Insurance Company, providing agents with a one-stop source for property, liability, umbrella, boiler & machinery, and crime coverages tailored to the lodging industry. Why this program? Package or monoline flexibility — bind property, GL, umbrella, B&M and crime together or select only the coverages you need. Market access through financially strong carriers (ratings noted by AM Best and Standard & Poor’s in carrier materials). Underwriting geared to hotel/motel exposures so you can place accounts quickly with hospitality-focused appetite and forms. Coverage highlights No coinsurance on property or business income. Personal property of others included within limits (helps with guest belongings exposures). Building glass included and lost key coverage provided. Earthquake coverage included except in WA, OR, CA and the New Madrid seismic zone. Flood coverage included except in A & V zones or sub-zones. Guest evacuation and relocation coverage to help manage mass-evacuation exposures. General liability with per-location aggregate; liquor liability, employee benefits liability, and hired/non-owned auto available. Umbrella limits up to $200,000,000 available. Boiler & machinery limits to $25,000,000; includes business income, extra expense, service interruption, plus $2,500,000 demolition & increased cost of construction coverage. Crime: employee dishonesty and forgery limits up to $500,000; innkeepers and safe-deposit box liability available. Note: Property coverage is not offered in Florida under this program. Ideal accounts and appetite This program is intended for hotel and motel owners and operators, including but not limited to: limited-service motels, economy and midscale hotels, franchised roadside properties, and smaller independent boutique hotels. Typical accounts we place: Single-location motels or hotels with moderate annual revenue and standard housekeeping and maintenance operations. Properties with on-premise alcohol service (we offer liquor liability where needed). Properties seeking higher umbrella limits or expanded B&M and business interruption protection. Generally not suited: high-rise luxury resorts, properties with significant recreational operations (e.g., large water parks), non-managed condominium hotels, or accounts with significant Habitational conversion issues—submit those for prior review. Underwriting notes Underwriters review occupancy, fire protection, sprinkler status, recent loss history, and management experience. Flood and earthquake have named exceptions in higher-risk zones — see coverage highlights for standard exclusions. Submission should include ACORD applications, current property valuation information, protection class, loss runs, and details on alcohol exposure if applicable. Minimum premiums and binding conditions vary by state and account; contact our underwriting desk for account-specific thresholds and appetite guidance. Territories and availability Available in: AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, DC, WV, WI, WY. Why place hospitality business with Hospitality Insurance Solutions? MGA expertise — underwriters who understand lodging risks and the documentation agents need to bind quickly. Comprehensive product set — package or pick coverages to match your client’s exposures. Access to competitive limits (including high umbrella and B&M limits) and hospitality-specific endorsements. Responsive placement support — we review submissions and provide clear underwriting feedback to help you close business. Example scenarios: You might have a 75-room roadside motel with standard fire protection and low claims history that needs combined property and GL with liquor liability — this program can often provide packaged solutions. Or a mid-size downtown hotel seeking higher umbrella limits and boiler coverage for its mechanical plant can benefit from the B&M and umbrella capacity offered. Frequently Asked Questions What types of hospitality accounts fit this program?We primarily write hotel and motel owners/operators: limited-service, economy, midscale, franchised roadside properties, and small independent hotels. Large resorts, complex recreational operations, and certain condo-hotels typically require referral. Which coverages are available as a package versus monoline?Property, general liability, umbrella, boiler & machinery, and crime can be bound together as a package or written individually. Packaging often simplifies pricing and claims handling for multi-line exposures. Are earthquake and flood included everywhere?Earthquake is included by default except in WA, OR, CA and the New Madrid area. Flood is included except in A & V zones or sub-zones. Always confirm per-location eligibility during submission and note there is no property coverage in Florida under this program. What do you need to submit for a quoted account?Provide ACORD applications for property and liability, current property valuations, protection class/sprinkler info, five years of loss runs, and details on alcohol exposure or any prior major losses. Underwriting may request additional information depending on the account. Need help placing an account? Connect with a market specialist.

Are you looking for a cost-effective way to vastly improve the sales success of the P&C Producers & CSRs in your Agency? This “Ultimate” P/L & C/L Producer/CSR Bundle Sales Self-Training using The Links in the Sales Chain™ is an impressive Package that will help you achieve just that. With this bundle for P/L CSR Sales Training & C/L Sales Training, these 4 interactive courses will take your Producers & CSRs through either 13 separate essential Links (or 14 Links if C/L) during the training process. This is a proven method, working for Producers & CSRs in agencies already. What sets this method apart from others can be summed up with 3 things: It’s interactive – a Salesperson can go at his or her pace, back up, review many times, etc. It doesn’t just teach Sales Skills – tools, scripts, suggestions are also included (upwards of 50 documents) Success Rates are typically Doubled – Salespeople following this relationship-based sales approach find it simple, complete, and practical allowing better focus…and much better results. With the annual subscription, there is no limit to the number of times the course can be taken, or the number of Salespeople who can take it, so there is tremendous value with your investment in this product. For Producers, the training starts with a module outlining the Producer Role and ends with how to be an Advisor after the Sale. The components in between feature modules for: How to use relationships to obtain new prospects How to Target Market to increase your chances & get the Underwriter on your side How to pick your targets & qualify your prospects more effectively Bringing more passion to the process Understanding the best ways for obtaining referrals How to use better ways to get an introduction How to hold a more effective Qualifying First Visit with a new prospect Using Disturbing Questions to establish credibility & separate yourself from the competition Using something other than “price” to make the sale How to use your time more effectively and lots more. For CSRs, the training starts with a module for creating sales time and ends with how to be an Advisor after the sale. Some of the components in between feature modules for: How to use relationships to obtain new prospects How to obtain referrals Understanding the best ways for obtaining referrals How to use better ways to get an introduction Making the right 1st contact with a prospect Qualifying properly How to establish credibility How to prevent price from being the “only” thing, and lots more. Included in the various courses are roughly 50 documents (in each one) & also with some spreadsheets that will help sustain the new (or improve the experienced) salesperson with the tools, scripts and samples they will need to be successful. Each course has tailored documents for P/L or C/L as well as a number of variations for both Producers and CSRs in each particular course. A few key documents, included in this Sales Training Course that we would highlight are: Qualifying Questions to Evaluate a Prospect What an “A” Proposal should look like – what are the components? Identification of what the Producer Role should be – how much time for service/how much for prospecting 12 Essential Time Management Keys & Tips that can help Save up to 2 Hrs./Day/CSR. Sample Suggested Prototype Daily Schedule for a Typical CSR, including sales-related functions. Sample Tool Defining who the Client should contact in the Agency to Obtain the Best Service – for better Producer delegation Sample Carrier Benefits Comparison Spreadsheets – for Auto, Home & High-Value Homes (P/L Only) Sample Page outlining Target Classes & Criteria for each C/L class Several Value Charts for Proposal Displays – different ones for P/L & C/L Several Suggested Scripts to insure Success when making Referral Requests Top 8 Ways to Obtain an “A” Referral Sample Benefits of Doing Business with the Agency for multiple uses Suggested Sample Weekly Producer Schedule & Template for Producer Use Sample Success Stories to Guide you in Developing some of your Own for Proposals & other uses Sample Case Study Client Pulse Check Meeting Outline – for C/L Tool for Cultivating Lukewarm Prospects – for C/L Sample Disturbing Questions to use to Create Prospect Needs Other Needs Creation Tools Recording Tools & Methods to Use so you have Consistent Prospect Generation A “Weighing” Close Method to Help Finalize the Sale Various Value-Added Displays so both the Prospect & the Producer know what is “extra.” $695.00 Add to Cart

Trash and Refuse Haulers Liability Insurance More Than 30 Years Insuring Truckers Don’t Let Your Garbage Business Go To Waste! “AIM” is here to pick it up! Program Overview from Agents Insurance Markets, Inc. Agents Insurance Markets, Inc. (AIM) offers a focused Trash and Refuse Haulers Liability Insurance program for residential and commercial waste collection operations. Backed by an A+ rated admitted carrier—Carolina Casualty Insurance Company—this program is designed for agents who need admitted paper and reliable underwriting for a variety of hauling operations. With more than 30 years insuring truckers, AIM understands the exposures unique to refuse hauling and provides quick, practical placement solutions. Ideal Accounts and Appetite This program fits a wide range of trash and refuse haulers. Typical accounts include: Residential and commercial garbage collection operators Haulers using roll-off containers and dumpsters Tractor/trailer operations hauling baled trash AIM will consider single-unit businesses and multi-unit fleets. New ventures are acceptable when the owner or principal has relevant industry experience. The program favors accounts with documented operating procedures and experienced drivers. Coverage Highlights and Advantages Liability Coverage: Up to $1,000,000 combined single limit (CSL) Auto Physical Damage: Available for eligible units Excess Liability: Available when higher limits are required Coverage is issued on an admitted basis through Carolina Casualty Insurance Company, offering the regulatory protections and local compliance agents often prefer. Underwriting Notes New ventures accepted with relevant industry experience Acord applications are accepted for quoting Phone quotes available for accounts with four or fewer units For five or more units, submit a complete package including current MVRs for underwriting review Territories and Availability This admitted program is available in: GA, IN, KY, MD, NC, OH, SC, TN, VA, and DC. Availability is subject to change by state and the carrier’s underwriting guidelines. Why Work With AIM? Agents Insurance Markets, Inc. is a managing general agency with deep trucking expertise and a hands-on underwriting approach. AIM provides: Access to an A+ rated admitted carrier for admitted placements Fast phone quotes for smaller accounts and responsive underwriting for larger submissions Flexible appetite that accepts single units, fleets, and qualified new ventures Whether you represent a one-truck startup hauling neighborhood garbage or a regional fleet running roll-offs and baled-trash routes, AIM can help you place the account with admitted paper and practical coverage options. Frequently Asked Questions What types of accounts are a good fit for this program?This program is ideal for residential and commercial garbage collectors using roll-off containers, dumpsters, or hauling baled trash with tractors or trailers. Can I submit a new venture for coverage?Yes. New ventures are acceptable if the owner or operator has relevant industry experience and the submission demonstrates adequate operational practices. What is the quoting process for small accounts?Phone quotes are available for accounts with four or fewer units. For five or more units, submit a complete package that includes current MVRs and vehicle details for underwriting. Is this program admitted or non-admitted?This program is written on an admitted basis in all available states through Carolina Casualty Insurance Company. Which states is this program available in?This program is currently available in GA, IN, KY, MD, NC, OH, SC, TN, VA, and DC. Need help placing an account? Connect with a market specialist.

Overview — Scrap Metal Transport Insurance from Colonial General Insurance Agency, Inc. Colonial General Insurance Agency, Inc. offers a targeted program for agents who place scrap metal transportation accounts. This program is designed for businesses that haul non-hazardous scrap and recyclable metal material, from single-truck owner-operators to small fleet operators. Coverage is available through admitted carriers in some markets and via excess & surplus lines placement where needed. Ideal Accounts and Appetite This program fits accounts that: Transport ferrous and non-ferrous scrap (scrap metal, scrap steel, aluminum, copper, etc.) that is not classified as hazardous waste. Operate for-hire or private/non-for-hire hauling operations. Run local or regional routes—typical radius options extend up to 500 miles. Have clean to moderate loss histories and reasonably maintained vehicles. Generally not a fit: operators hauling hazardous waste, commodities requiring special endorsements, or accounts with chronic, severe loss frequency unless prior mitigation is documented. Specific underwriting decisions vary by carrier. Coverage Highlights and Advantages Package policies available with cargo coverage—cargo limits up to $100,000. Liability coverage available up to $1,000,000 CSL. Physical damage coverage offered with deductible options from $500 to $5,000. State and regulatory filings handled as part of placement where required. Radius options configurable up to 500 miles to match account operations. Admitted capacity in some states; E&S solutions available where necessary. Underwriting Notes When submitting, underwriters typically want: Vehicle schedule (year, make, model, VIN) and vehicle values for physical damage consideration. Schedule of operations: types of scrap hauled, typical routes, radius, and whether hauling is for-hire or private. Loss runs (preferably 3 years) and MVRs for drivers. Details on loading/unloading procedures and any risk controls in place (securement, tarping, GPS, driver training). Minimum premium requirements and final terms depend on territory, fleet size, and carrier selection. Colonial General works with a variety of markets to match pricing and coverage to the account profile. Territories and Availability Program availability: AZ, CA, CO, ID, NV, NM, UT, WY. Some admitted markets are available; where admitted capacity is not offered, placements will be handled as excess & surplus lines. Carriers vary by state and underwriting appetite. Why Work With Colonial General Insurance Agency, Inc.? Specialized focus on scrap metal transport exposures — underwriting and placement tailored to this niche. Flexible solutions including admitted and E&S options to increase bindability across the Western states listed above. Ability to provide cargo and physical damage limits and deductible choices that suit small fleets and owner-operators. Responsive underwriting and state filing support to help close accounts that require regulatory compliance. Example accounts that are a good fit - A two-truck, for-hire hauler that moves mixed scrap metal regionally within a 300-mile radius, seeking cargo limits and $1,000,000 liability. - A single-owner operator who picks up non-ferrous scrap for local recyclers and needs physical damage coverage with a $1,000 deductible and regulated filings handled. Frequently Asked Questions What types of accounts are a good fit for Colonial General’s Scrap Metal Transport program?Accounts that haul non-hazardous scrap and recyclable metals—owner-operators to small fleets—operation within a regional radius (up to 500 miles) with reasonable loss histories are ideal. Is cargo coverage included and what limits are available?Yes. Package policies can include cargo coverage with limits available up to $100,000. Specific limit availability depends on the carrier and account details. Are admitted policies available or is this program E&S only?Some admitted markets are available in select states. Where admitted capacity is not offered, Colonial General places coverage through excess & surplus lines markets. Availability varies by state and carrier. What deductible options exist for physical damage?Physical damage deductible options generally range from $500 to $5,000. Final deductible choices depend on vehicle values, account risk characteristics, and carrier guidelines. What documents should I include with a submission?Include a vehicle schedule, description of operations (commodities hauled and radius), recent loss runs, and driver MVRs. Additional information on loading/unloading procedures and risk controls will help underwriting. Need help placing an account? Connect with a market specialist.