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The Links in the Sales Chain™ for the C/L CSR Self-Training Sales Package will take a CSR through 13 separate essential Links. 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 Target Market to increase your chances & get the Underwriter on your side Understanding the best ways for obtaining referrals How to use better ways to get an introduction Using Qualifying Questions to evaluate prospects The Right Way to Reject a Prospect Using Disturbing Questions to establish credibility & separate yourself from the competition Additional Methods to Use to Enhance your Prospecting (beyond referrals) Included in the course are roughly 50 documents & spreadsheets that will help sustain the new salesperson (or improve an experienced one) 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: Qualifying Questions to Evaluate a Prospect Sample Class Marketing Letter Several Value Charts for Proposal Displays Suggested Quick Prospect Definition Profile Cheat Sheet for Obtaining 3rd Party Buy-In & Introductions Several Suggested Scripts – 1st Contact & for Letting a Prospect Go Script for doing the Small Talking that will lead to a Referral Top 8 Ways to Obtain an “A” Referral Several Suggested Scripts to insure Success when making Referral Requests Recording Tools & Methods to Use so you have Consistent Prospect Generation What an “A” Proposal should look like – what are the components? Several Value Charts for Proposal Displays Sample Disturbing Questions to use to Create Prospect Needs Other Needs Creation Tools Recording Tools & Methods to Use so you have Consistent Prospect Generation $295.00 Add to Cart

...7 business days Required to bind: Signed ACORD 130, signed request to bind including signed proposal and signed supplemental. A $1,000 policy fee an...

...n-admitted basis. The program is designed for clients that have established sa...gible. This product is specifically designed for temporary staffing firms. ...

... commercial work, our program is designed to help you secure the right bonding...

... actuarial accounts. Accounts with significant claims history, insolvency conc...it for this program?This program is designed for independent actuarial consult...

...Errors & Omissions (E&O) program designed for agents and brokers placing non-s...

Real Estate Professional Liability (E&O) Insurance If you place coverage for clients in the real estate industry, Tennant Risk Services offers a focused Real Estate Professional Liability (E&O) Insurance program to help you secure appropriate protection. Backed by decades of professional liability experience, our program combines tailored wording options, flexible limits, and access to multiple admitted and non-admitted markets so you can place accounts confidently. Overview of the Program from Tennant Risk Services Tennant Risk Services is a managing general agency and wholesale broker specializing in professional liability. We work with retail agents and brokers to place Errors & Omissions (E&O) insurance for a broad range of real estate professionals. Whether the account is a solo practitioner or a multi-service firm, we tailor submissions to the client’s operations and exposures to find competitive terms. Ideal Accounts and Appetite This program is aimed at real estate professionals and related service providers, including: Real estate agents and brokers Title agents and abstractors Escrow agents Property managers and preservation specialists Mortgage brokers and bankers Residential and commercial appraisers Home inspectors Land surveyors We also consider more complex or non-standard accounts, such as businesses with multiple service lines, unique business models, specialty coverage needs, adverse loss histories, and new ventures or startups. Example: you might have a client who operates as both a real estate agent and a property manager—this program can accommodate those combined exposures under a single policy. Coverage Highlights and Advantages We offer flexible coverage structures to match different risk profiles. Key features include: Minimum premiums starting as low as $1,250 (varies by carrier and risk) Coverage for independent contractors Multiple limit and deductible options Defense costs outside the limits (available on certain products) First Dollar Defense options Optional coverages for Cyber Risk and Employment Practices Liability (EPL) Underwriting Notes and Sample Accounts Each submission is evaluated on its specific operations, revenue, geography, and loss history. Sample placements we’ve completed include: Real estate agent – $1M limit, $2,400 premium Home inspector – $1M limit, $1,800 premium Mortgage broker – $1M limit, $8,500 premium Residential appraiser – $1M limit, $4,250 premium Title agency – $1M limit, $8,500 premium Specialty property management – $1M limit, $4,250 premium Premiums vary based on size, location, services offered, and prior losses. Provide detailed applications, engagement letters, income breakdowns, and loss runs when available to expedite placement. Territories and Market Access This program is available in most states, including 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, and WY. We partner with multiple carriers and can place business on admitted or excess & surplus (non-admitted) paper depending on the risk and state. Why Work With Tennant Risk Services? We support retail agents and brokers by providing: Specialized professional liability underwriting expertise for real estate classes Responsive service and efficient turnaround on submissions Access to a broad range of carrier markets and program options Solutions for hard-to-place and complex accounts If you’d like help placing an account, submit your package to [email protected] or connect with a market specialist. We look forward to working with you. Frequently Asked Questions What types of accounts are a good fit for this program?This program is ideal for real estate agents, brokers, property managers, appraisers, mortgage professionals, title and escrow agents, home inspectors, surveyors, and other real estate-related service providers. Can this program handle new ventures or startups?Yes. Tennant Risk Services can place new operations and startups in the real estate field; provide clear business plans and projected revenues to help underwriters assess the risk. Are multiple services under one entity acceptable?Yes. We regularly consider firms that offer multiple real estate services (for example, sales plus property management) and can consolidate those exposures under one policy where appropriate. What coverage limits and deductible options are available?A range of limits and deductible structures are available. Specific terms depend on the class of business, revenue, claims history, and carrier appetite. Is this program available in all states?The program is available in most U.S. states, though availability and admitted vs. non-admitted options depend on the specific state and carrier. Contact our submissions team for state-specific guidance. Need help placing an account? Connect with a market specialist.

... and resume services Graphic designers, photographers, and interior designers Event planners, caterers, and f...

Overview — Amwins Underwriting Lawyers Professional Liability For more than 40 years, Amwins Underwriting (APU) has offered a dedicated Lawyers Professional Liability program for small to mid-sized law firms. This program provides tailored professional liability coverage for firms with 1–34 attorneys located in Maine, New Hampshire and Vermont. Agents can place firms that need flexible limits, broad insured definitions, and enhanced pre- and post-claim services through a program admitted in some states with access to CNA paper. Ideal accounts and appetite Law firms and solo practitioners with 1–34 attorneys based in ME, NH, or VT. Firms that perform general civil litigation, transactional work, corporate and business services, estate planning, real estate, and related services. Attorneys who also act as government affairs advisors or lobbyists — the program explicitly broadens the insured definition to include these roles. Less suitable: very large firms, firms with frequent securities or complex ERISA exposures, or firms with persistent, severe malpractice histories (refer to underwriting). Coverage highlights and advantages This program emphasizes breadth of coverage and agent-friendly features: Flexible limits: Limits of liability from $100,000/$300,000 up to $10,000,000/$10,000,000. Broad insured definition: Includes attorneys performing legal services and government affairs advisors/lobbyists where applicable. Prior acts: Full prior acts coverage available subject to underwriting review. Privacy & network exposure: Privacy injury and client network damage claims are included in the definition of "claims." Supplementary payments & services: Loss of earnings, disciplinary proceeding coverage, regulatory inquiry, crisis event coverage, subpoena assistance and pre-claims assistance. No "hammer" clause: Settlement clause without a punitive “hammer.” Extended reporting period (tail): Optional ERP available; free retirement tail and free death/disability tail are offered. Underwriting notes and submission requirements Underwriting focuses on firm size, practice areas, loss history and risk management practices. Provide complete material to speed placement. Completed new business application Loss runs Firm engagement letter Current letterhead Please send submissions to: [email protected] Program limits and carrier Program limits: Limits of liability range from a minimum of $100,000 per claim / $300,000 aggregate up to $10M / $10M. Carrier: CNA Admitted status: Some available states (see availability). Territory / availability This Lawyers Professional Liability program is available to firms located in Maine, New Hampshire and Vermont. Why place with Amwins Underwriting? Decades of program experience focused on small-to-mid sized law firms in New England. Competitive range of limits and broad features (privacy, disciplinary defense, prior acts) that help agents offer meaningful protection to attorney clients. Underwriting that accommodates lobbyists/government affairs counsel and offers flexible tail options valuable at retirement or disability. Direct submission route to underwriting via the listed Amwins contact to streamline quotes and bindable options. *This is intended as a brief overview of the coverages offered. Please ask for complete copies of policies for a full description of coverage. Frequently Asked Questions What size and types of law firms are a good fit for this program?The program targets firms with 1–34 attorneys located in ME, NH, or VT. It fits general civil litigation, transactional practices, real estate, estate planning and firms that provide government affairs or lobbying services. Are prior acts and extended reporting periods available?Yes. Full prior acts coverage is available subject to underwriting approval. An optional extended reporting period (tail) is offered, and the program includes free retirement and free death/disability tail options under qualifying circumstances. What specialty features should I highlight to a client?Emphasize the broad insured definition (including lobbyists/government affairs advisors), privacy and client network damage coverage, disciplinary proceeding coverage, crisis event assistance, and the absence of a punitive settlement “hammer.” How do I submit a prospect for consideration?Send a completed new business application, current loss runs, the firm’s engagement letter and a copy of current letterhead to the underwriting contact: [email protected]. Complete submissions help speed the quote process. Need help placing an account? Connect with a market specialist.

...public agencies, this program is designed for those exposures. Coverage Highl...