May 2007 Networked Insurance Agents Copyright 2007 Commercial Lines Affiliate Training

May 2007 Networked Insurance Agents Copyright 2007 Our Goal at Networked Provide our Affiliate Members with:   Professional Marketing   Account Placement Expertise   Access to Products & Services of Premier Standard and E&S Insurance Carriers   Power our Affiliates to Greater Growth and Profitability

May 2007 Networked Insurance Agents Copyright 2007 Meet Your Production Team TEXAS TEAM   Jennipher Acedo Commercial Placer (972)   Amy Hindman Commercial Placer (972)   Denise Holcomb Customer Care Representative (530)

May 2007 Networked Insurance Agents Copyright 2007 How to Submit Business Submit applications electronically at OR via fax at

May 2007 Networked Insurance Agents Copyright 2007 PRODUCTS AND APPETITE

May 2007 Networked Insurance Agents Copyright 2007 SUCCESS CLASSES GENERAL CAPABILITIES  Retail  Wholesale  Manufacturing  Technology  Restaurants & Leisure Industries  Offices & Industrial Parks  Shopping Centers  Business Services

May 2007 Networked Insurance Agents Copyright 2007 SUCCESS CLASSES UNIQUE CAPABILITIES  Apartments  Hotels & Motel  Garage  Lessor’s Risk  Office  Mercantile  Strip Shopping Centers  Non-Profit Social Service & Mental Health Agencies  Health & Fitness Centers  Boat Dealers  Golf Courses

May 2007 Networked Insurance Agents Copyright 2007 SUCCESS CLASSES New Product Capabilities  Bed/Breakfast & Country Inns  Youth Organizations  Children’s Camps  Private Schools  Apt Bldgs.  Condo Associations  Child Care Centers  Performing Arts  Sports Camps  YMCA/YWCA  Health/Fitness Clubs  Sand/Gravel Haulers

May 2007 Networked Insurance Agents Copyright 2007 Specialty Products Monoline Capabilities  Auto  Property  Boiler & Machinery  Earthquake & Flood  Specialty Crime  Foreign Liability  Ocean/Inland Marine  Workers Compensation

May 2007 Networked Insurance Agents Copyright 2007 Monoline Capabilities  Auto Single vehicle to large fleets Composite rating available for large risks Heavy & Extra-Heavy Power Units  Property Office Packs HPR Accounts  Inland Marine Builders Risk (incl. Renovation Forms) – Single Shot or Open Installation Forms Equipment Floaters Warehouseman’s Legal Liability Motor Truck Cargo & Transportation Forms

May 2007 Networked Insurance Agents Copyright 2007 Monoline Capabilities (cont’d)  Ocean Marine Boat Dealers Ocean Cargo Charter Fishing Vessels Excursion, ferry & passenger vessels Marina Operators Marine Contractors Stevedore’s Legal Liability  Boiler & Machinery  Earthquake & Flood  Specialty Crime  Foreign Liability  Workers Compensation

May 2007 Networked Insurance Agents Copyright 2007 Our Carriers  Ace  AIG  Allstate  America First  Chubb  CNA  Employers Ins. Group  Fireman’s Fund  Great American  Hartford  Markel  One Beacon  Philadelphia  Safeco  Sagamore  St. Paul Travelers  Zurich

May 2007 Networked Insurance Agents Copyright 2007 ADDED VALUE IN-HOUSE CAPABILITIES  Professional Account Placement Expertise  Regional U/W Teams  Internal Rating Capabilities  Preferred Insurance Products  High Commission Rates  Premium “A” Rated Carriers  Incentive Bonus Programs  Multi-Carrier Service Center for your small commercial customers  Advanced Technology  Personal Service

May 2007 Networked Insurance Agents Copyright 2007 Know How You Can Help Speed Up Quoting and Get the Best Quote We need complete applications, including:   Annual Receipts/Payroll/Area   Detailed Business Description   Years in Business   Target Premium   Loss History – 3 years minimum   Tenants List, if Property Owner   Contact Name and Phone Number   Supplementals –   Website address

May 2007 Networked Insurance Agents Copyright 2007 Know What is Required for Broker of Record Letters   Broker of Record Letter Requirements   Name of Insured   Policy Numbers   Naming Networked/Affiliate Name as new broker   Effective Date of Change (Renewal Date)   Must be on Insured’s Letterhead & signed by authorized person   Completed Application is required   Check with your underwriter regarding timing of BOR’s by carrier   As a rule, our carriers will not accept mid-term BOR’s

May 2007 Networked Insurance Agents Copyright 2007 THANK YOU! WE LOOK FORWARD TO OUR CONTINUED PARTNERSHIP! Joann Webb, CPCU, AU Commercial Lines U/W Manager (530)