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General Public Release Alliances Big I RPG Marianna Wilson, Stewart Brettingen, Randy Wood, Gary Keener General Public Release

Alliances - Independent Agent

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Page 1: Alliances - Independent Agent

General Public Release

AlliancesBig I RPG

Marianna Wilson, Stewart Brettingen, Randy Wood, Gary Keener

General Public Release

Page 2: Alliances - Independent Agent

General Public Release

The information contained herein is CONFIDENTIAL and

PROPRIETARY INFORMATION of Swiss Re Corporate Solutions. This

document is intended for the exclusive use of authorized individuals

as Program Managers of the property and casualty insurance agents'

errors and omissions program. No one may share or disseminate any

information contained herein without the express written consent of

Swiss Re Corporate Solutions.

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Page 3: Alliances - Independent Agent

General Public Release

Testimonial from Alliance Success in Georgia

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Page 4: Alliances - Independent Agent

General Public Release

PRODUCT WEBINARS and POWERPOINTS

Intro to Alliance and Agency Elite

Writing Your First Alliance

Georgia Success

MARKETING MATERIALS

Sponsoring Entity Marketing Flyer

Traditional Agency Alliance Marketing Flyer

Independent Agency Alliance Marketing Flyer

Agency Elite Marketing Flyer

Key Coverage Comparisons

Alliance Key Points – Advantages of a Master Agency Policy

Resources Available

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Page 5: Alliances - Independent Agent

General Public Release

Program Manager’s Site:

https://rms.iiaba.net/eopm/ur/Pages/Webinars/default.aspx

Product Resources in BIM

https://markets.independentagent.com/bigimarkets/amap/product_1.jsp

Choose:

– Big "I" Agents E&O Agency Alliances-Exclusive Coverage and Benefits

– Product Resources from menu on left side

– Select State from drop down menu

SMAC – State Marketing Activity Center

https://www.independentagent.com/ws/smac/BigIProLiability/Ads/default.aspx

Note: Use of National Login credentials is required for access to the above sites

Location of Resources

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Page 6: Alliances - Independent Agent

General Public Release

Checklist for Indication

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Page 7: Alliances - Independent Agent

General Public Release

Checklist for Quote

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Page 8: Alliances - Independent Agent

General Public Release

Checklist for Mid-Term Member Roll-On

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Page 9: Alliances - Independent Agent

General Public Release

Facilitators:Joni Fairbrother – Arizona

Brian Bixby; - New YorkBetsy Olson – Georgia

Denise Johnson – OklahomaTheresa Flippin - Missouri

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Page 10: Alliances - Independent Agent

General Public Release

CONTACT INFORMATIONMarianna WilsonBig I Advantage

[email protected] Direct: 703-706-5381

Mark WolfBig I Advantage

[email protected] Direct: 703-703-5381

Stewart BrettingenFSIC – Agency Alliance

[email protected] Direct: 972-429-8600

Randy WoodFSIC – Agency Alliance

[email protected] Direct: 913-676-3055

Gary KeenerFSIC – Agency Alliance

[email protected] Direct: 714-481-8312

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General Public Release

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Page 12: Alliances - Independent Agent

General Public Release

Legal notice

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©2018 Swiss Re. All rights reserved. You are not permitted to create any modifications or derivative works of this presentation or to use it for commercial or other public purposes without the prior written permission of Swiss Re.

The information and opinions contained in the presentation are provided as at the date of the presentation and are subject to change without notice. Although the information used was taken from reliable sources, Swiss Re does not accept any responsibility for the accuracy or comprehensiveness of the details given. All liability for the accuracy and completeness thereof or for any damage or loss resulting from the use of the information contained in this presentation is expressly excluded. Under no circumstances shall Swiss Re or its Group companies be liable for any financial or consequential loss relating to this presentation.