Resources
The producer toolkit.
Everything an agent needs to open the conversation and close the account. Start with the appetite guide; the full toolkit opens with agent login.
Appetite guide
PDFWhat we write, what we don't, limits and what to collect, on two pages.
Renewal comparison template
XLSXSide-by-side premium, limits by contract and renewal terms for your client meeting.
Client one-pager: Dispatch & Predict & Prevent
PDFWhat comes with the policy, in your client's language.
New-venture checklist
PDFEverything to collect from a start-up before submission.
Client email templates
3 templatesNew venture, renewal and non-renewal openers.
Monthly webinar replays
VideoAppetite updates and a 10-minute recorded walkthrough of Dispatch.