Page 9 - July2017

Free to do what's right for you. SM

(800) 613-2600

:::.:IU-US:. :
Latest TrustedChoice.com Improvements

Our : : : ::::: Improve Agency Referrals

: ::: : :: :: Agencies continue to ask TrustedChoice.com to improve The agency can also choose whether or not they want to
their ability to attract and write the business they want. We
be displayed to insurance buyers when that buyer is not
delivered.
currently insured. This can keep experienced producers
from spinning their wheels in working with difficult to
is like vanilla Over the past six weeks, the Advantage profile has place or new businesses.
improved dramatically.
TrustedChoice.com recognizes that agency staff is made
pudding... • NAICS codes have been expanded to six digits up of individuals with differing levels of experience
and capabilities. To support this, they have brought
• You can choose whether or not you want to work with
consumers who don’t have current insurance
out the first of a number of improvements designed to
• Individual producers can be listed with their own email allow opportunities to be more effectively routed within
and phone numbers, including the ability to receive individual agencies.
referral notifications via text rather than email
Agencies can now add staff to their agency profile, and
Agencies have told TrustedChoice.com that getting the provide individual contact and appetite information for
right referrals to the right producer in the agency is key to specific producers.
successfully writing the business. These new changes are
One taste designed to allow you to target what sorts of consumers get Perhaps the agency wants to focus all personal lines
opportunities to a young producer. Now you can just
to each of your producers.
provide that producer with personal lines of business, and
and you'll be Although it isn’t required, TrustedChoice.com now send incoming opportunities to the producer’s cell phone.
provides the ability to custom configure the appetite engine
Or one producer in the office prefers to work on
in a number of new ways.
contractors, while another only wants to talk to light
back for :::! They have expanded the North American Industry manufacturing risks. The producer level appetite engine
selections make this possible.
Classification System (NAICS) to six digits from three,
allowing a more refined definition of exactly which types
of business your agency prefers. Rather than just saying These enhancements are designed to provide a foundation
you want generic construction, perhaps you want to write for additional powerful benefits exclusively available to
P:: :: H :: :: : New Single Family Construction, but not Residential members of the IIABA. If you would like to know more
about an Advantage subscription, please dial
Remodeling. Toggle them on and off, simple as that.
(855) 372-0070 and touch 1 for sales.
• O:: :: : :::: q :ti:

• R::: :::: ::: 15% - 20% e-Insight Special Feature

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What it Means to be a
For personalized service, call: Trusted Choice
::::: :::::::::

(845) 426-5353 Insurance Agent

aaron@aiu-usa.com in 2017

july 2017 insight 9