 Automatic Payment Programs
Automatic Payment Programs, such as Electronic Funds Transfer (EFT) offer advantages to both you and your customers. This convenient payment method allows your customers to have their insurance premium payments automatically deducted from a bank or savings account. Travelers also has available a new Recurring Credit Card. This new method allows customers to have their insurance premium payments charged on a monthly or lump sum recurring basis to a Visa or Mastercard.
Agency Benefits
•Less time handling billing inquiries
•Less time spent re-writing lapsed accounts
•Increases customer retention
Customer Benefits
•No checks to write
•No stamps to buy
•No bills to handle
•No missed payments
•Reduced monthly service charges compared to paying monthly premiums by check
GeoVera Specialty Pay At Bind - Rejected Checks
Over the past month there have been several agent pay at bind rejects due to agents attempting to convert a third party check (mortgage company, title company, banking institute) into an ACH. Please note that this is not an acceptable practice. The majority of third party companies have an ACH block on their accounts. These payments will reject.
Below is an explanation regarding ACH Block:
Automated Clearing House (ACH) Blocking - Provides clients with the option to block ACH debits on their commercial checking and savings accounts. ACH Blocking is used to designate whether or not an ACH transaction is authorized to post to a client's account at the bank.
SLS Welcomes CNA Small Business Service Center Effective 9/1/08
The Company
The CNA Small Business Service Center focuses on providing excellent service to your clients, allowing you to focus on growing your small commercial book of business. Each yaer, CNA's experienced staff of licensed client specialists serve thousands of customers with a near 100 percent satisfaction rate.
With an average of 10 to 15 years of commercial insurance experience, CNA's licensed service representatives provide a variety of client services on your behalf, including:
Certificate of Insurance
Policy Change Requests
Upselling
Coverage Questions
Selling the Value of Travelers Home Inspections
When you receive a Travelers Home Quote Proposal from SLS, you will be notified on the quote proposal if an inspection will be ordered on the property upon binding. Home inspections are ordered on homes that historically have a higher probability of being underinsured and, like you, we want your customers to have proper coverage if they ever have a loss. The quote proposal will indicate if the inspection will be an interior or exterior inspection
We’ve provided you with some suggested talking points for each message, along with a list of what your customer can expect when selected for an inspection.
SLS Welcomes CNA Small Business Service Center Effective 9/1/08
The CNA Small Business Service Center focuses on providing excellent service to your clients, allowing you to focus on growing your small commercial book of business. Each yaer, CNA's experienced staff of licensed client specialists serve thousands of customers with a near 100 percent satisfaction rate.
With an average of 10 to 15 years of commercial insurance experience, CNA's licensed service representatives provide a variety of client services on your behalf, including:
The CNA Small Business Service Center is currently mailing the policyholder introduction letter (sample letter attached) introducing the services available thru the Service Center to your insureds.
Your agency will be notified if your client needs a product or service that CNA is unable to provide. You are also notified if CNA thinks your client is considering moving their account, so you can take the appropriate action to retain the client in your agency.
The Service Center hours of operation are 8 a.m. to 7 p.m. Eastern Time, Monday through Friday. Calls received after hours are returned the next business day. When your client calls the Service Center, the call gets picked up by a live person, as our state-of-the-art telephone system eliminates the need for voice prompts. To ensure the highest quality service and promote training and devlopment, call are recorded and analyzd by a dedicated call coach.
CNA Small Business Service Center Contact Information
When calling or emailing request to the service center, always start by identifying yourself as "(agent name), a sub-agent of Standard Lines Services, a division of Graham-Rogers." You must give them the complete statement in order to access services. All requests must contain the Named Insured, policy number and effective date for changes.
Main Telephone: 877-574-0540 or 407-919-3000
Mailing Address: PO Box 946580, Maitland, FL 32794-6580
EMail Address: sbiccsr@cna.com
Client Customer Service: 877-724-2669
New Business Fax: 866-325-0217
Service Center Fax: 877-763-5122
Claim: 877-262-2727 or (877-CNA-ASAP)
Ensure That Your Clients Receive Their Bills
CNA's Direct Bill Program has made it easier for you and your clients to manage bill payments for years. However, during hte past several months, a large number of bills have been returned to CNA through the mail as undeliverable. If the address cannot be corrected in a timely manner, there may be problems with the continuation of the coverage.
You can help make sure your clients receive their bills by validating their mailing addresses. If a client's address is incorrect, please request an endorsement by sending a fax with the correct address to 877-363-8669. You can also make an address change by sending an email to sbiccsr@cna.com. When submitting address changes, please be sure to identify yourself as "agent name" a sub-agent of Standard Lines Services, a division of Graham-Rogers. You must give them the complete statement in order to access services. All request must contain the Named Insured, policy number, and effective date of change.
You can make the billing and payment process easier for your clients by helping them sign up for Electronic Funds Transfer. For questions about Direct Bill program or undeliverable bills, please contact scott.parrett@sls-ins.com
The Hartford Knows The Technology Industry
The Hartford offers a comprehensive product portfolio, including an innovative suite of tech E&O protection along with other essential business insurance coverages. This gives your insured the peace of mind knowing that your business is well-protected by one of the largest and most well respected companies in the nation.
Wondering if The Hartford's insurance package is appropriate for your insured's business? The Hartford's customized coverage for tech business is designed to meet the unique insurance needs of:
The Hartford offers some of the broadest insurance coverage available today, with specialized protection for businesses of all sizes.
For Small Businesses - The Hartford's "gold standard" Spectrum Business Owners Policy is a comprehensive package containing property, business income and other key coverages. You can broaden coverage even more by adding the industry-tailored Strectch endorsements.
For Midsize to Large Businesses - The Hartford's Property Choice and General Liability Choice products provide comprehensive protection that includes:
Property Choice - Computer Equipment, media and data, electronic vandalism
General Liability Choice - Libel, slander, defamation and product disparagement, including offenses that occur from your insured's Web site, bulletin boards and chat rooms
For Technology Industry Eligible Classes, please refer to the attached bulletin.
Have a good weekend !
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