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Tips for using a commercial insurance platform or rater for your independent insurance agency

by John Reints on

Using a commercial insurance rater platform with your independent insurance agency can be a great way to streamline the quote and application process for your clients. Here are some tips for getting the most out of your rater platform:

  1. Make sure to fully understand the platform: Before using the rater platform, take the time to fully understand how it works and what it can do. This will help you navigate the platform more efficiently and effectively.
  2. Train your staff: Make sure your staff is properly trained on how to use the rater platform. This will ensure they can provide the best possible service to your clients.
  3. Utilize all the features: Take advantage of all the features the platform has to offer. For example, many rater platforms have built-in underwriting guidelines, which can save you time in the quoting process.
  4. Keep accurate records: Make sure to keep accurate records of all quotes generated through the rater platform. This will help you track which carriers are most competitive and make better-informed decisions when placing business.
  5. Regularly update your account: Keep your account information up-to-date. This will ensure that your clients receive accurate quotes and can help you avoid errors.
  6. Optimize the platform: Optimize the platform to better suit your agency's needs. This can include customizing the platform to better fit your agency's workflow, setting up automated reports, or integrating the platform with other systems you use.
  7. Communicate with your carrier partners: Communicate with your carrier partners to get the most out of the platform. For example, if you have a carrier that you write a lot of business with, consider setting up a custom interface with them to streamline the process.
  8. Monitor performance: Monitor the performance of the platform. This will help you identify any issues and make improvements to the platform.

By following these tips, you can get the most out of your rater platform and provide the best possible service to your clients. Remember to always stay updated with new features and communicate with your carrier partners for the best results.