Agency Preference 20 Last Resort Carrier (if no other carrier will take the risk, write here) Stoermer Insurance Brokers Preferred Carrier (write here first) Aegis American Reliable Assurance America Commonwealth Casualty Company Encompass (Direct – Preferred carrier) Erie Personal Lines (Direct – Preferred Carrier) Hagerty (Direct – Preferred Carrier) JC Taylor (Direct – Preferred Carrier) Liberty Mutual – Direct Appointment MAX (Direct – Preferred Carrier) Progressive – Personal (Direct – Preferred Carrier) The General Travelers (direct through SmartChoice?) Utica Second Choice Carrier (if nothing available at a preferred carrier, write here) Nationwide – (Brokerage – Write through Smartstart) Openly PL (through Smartstart) Smartchoice – SmartStart Personal Lines Smartchoice / smartstart – farm Tuscano
Agency Rules 5 Cancellations Certificates of Insurance (COI) Employee Handbook New Agent Training Privacy Policy
Agent Resources 22 Agency Associates Contact List Agent Resources BRMC User Guide County Auditor Property Search Sites EZ Lynx Training How to access your email Language & Translation Services Motor Carrier Filings New Agent Training New York Mandatory Photo Inspection Quote/INTAKE sheets and sign off forms Quoting Process Social Media Content Agent Training BRMC User Guide Cancellations Certificates of Insurance (COI) EZ Lynx Training New Agent Training New York Mandatory Photo Inspection Smart Start PL Articles Manufactured and Mobile Home Insurance Tips for connecting with customers over 50
Download Status 19 Stillwater Personal Lines Downloads Available American Reliable American Summit – Personal Erie Personal Lines (Direct – Preferred Carrier) Downloads Received Aegis American Modern (through SUG (OH),HUB/MHI (A1)) Encompass (Direct – Preferred carrier) Erie Personal Lines (Direct – Preferred Carrier) Progressive – Personal (Direct – Preferred Carrier) Stillwater Personal Lines Downloads Requested Commonwealth Casualty Company Erie Personal Lines (Direct – Preferred Carrier) Liberty Mutual – Direct Appointment Stillwater Personal Lines Tuscano Utica Downloads Unavailable - Enter Manually CNA Surety Stillwater Personal Lines Stoermer Insurance Brokers
Health & Benefits 4 AFEUSA (Association for entrepreneurship USA) Wellcare Group Benefits Shelterpoint Health & Benefits Carriers Wellcare
Incomplete 43 ABA Services Allstate Commercial – not authorized American Reliable American Summit – Personal Aon Arizona Auto Assurant Flood Attune MGA Bond Exchange Bristol West Century Insurance Group (through COX) CM&F CNA Surety Dairyland DGA Insurance Services (was RMIS Specialty MGA) Evolution Insurance Fair Plans foremost signature (formerly Metlife) – ID: IA000NZ Founders Commercial Grange (DIRECT through smartchoice) Internation Excess Keating King Insurance Services – MGA National Catastrophe National General (An Allstate Company) NatGen 360 Nationwide – (Brokerage – Write through Smartstart) Pathpoint E&S Philadelphia Prime Progressive – Personal (Direct – Preferred Carrier) RLI Personal Umbrella (thru SUG) RPS Risk Placement Services MGA (Direct) Safeco (Direct – Preferred Carrier) Seacoast Brokers SES Shelterpoint Smart Choice Commercial Lines State Auto Statewide Stillwater BOP Tower Hill (SUG) Trexis Wellcare
Lines of Business 5 High Limit Personal Auto Chubb (commercial and personal lines) High Value Homes Chubb (commercial and personal lines) High Value Scheduled Property Chubb (commercial and personal lines) Mobile Home/Mfg Home Manufactured and Mobile Home Insurance Non-Standard Auto The General
P&C 259 Assurance America Foremost (Direct Carrier) IFPS Openly Quote/INTAKE sheets and sign off forms Quoting Process Smartchoice – SmartStart Personal Lines Stoermer Insurance Brokers Travelers (direct through SmartChoice?) Tuscano Bonds Bond Exchange Century Insurance Group (through COX) CNA Surety RLI – Commercial Worldwide Insurance specialists – surety Commercial Lines ABA Services AGMI – Specialty Auto Brokerage Allstate Commercial – not authorized Aon Apogee Attune MGA Bloss & Dillard Broome (NY Only) BTIS – Builders & Tradesmen’s Insurance Services, Inc Cedar Financing Century Insurance Group (through COX) Chubb (commercial and personal lines) CM&F CNA and CNA Surety- DIRECT Carrier – Surety and BOP Collectibles Coverwallet Cox Specialty DGA Insurance Services (was RMIS Specialty MGA) Erie Commercial Evolution Insurance Founders Commercial Gateway Specialty (non-profits and organizations) Hartford Commercial Hiscox Insureon (Insurance Noodle) Internation Excess JMWilson Specialty GA K&K Keating Liberty Mutual – Direct Appointment MAX (Direct – Preferred Carrier) McGowan Motor Carrier Filings National General (An Allstate Company) NatGen 360 Nationwide – (Brokerage – Write through Smartstart) New Age Underwriters Novus Underwriters Pathpoint E&S Philadelphia Prime Progressive Commercial – Biz Auto, BOP and stand-alone EPLI Quote/INTAKE sheets and sign off forms RLI – Commercial RPS Risk Placement Services MGA (Direct) Smart Choice Commercial Lines State Auto BOP Statewide Stillwater BOP Stoermer Insurance Brokers Tapco – through SmartStart Tuscano Utica Vacant Express (direct) Western Star Insurance (a foremost company) Farm / Agriculture Smartchoice / smartstart – farm MGA AGMI – Specialty Auto Brokerage Apogee Attune MGA Bloss & Dillard Bond Exchange BTIS – Builders & Tradesmen’s Insurance Services, Inc Coverwallet Cox Specialty DGA Insurance Services (was RMIS Specialty MGA) Gateway Specialty (non-profits and organizations) Insureon (Insurance Noodle) Internation Excess JMWilson Specialty GA K&K King Insurance Services – MGA New Age Underwriters Pacific Specialty Pathpoint E&S RPS Risk Placement Services MGA (Direct) Seacoast Brokers Smart Choice Commercial Lines Smart Start PL Smartchoice / smartstart – farm SUG (Specialty Underwriters Group) Tapco – through SmartStart Tuscano Vacant Express (direct) P&C Carriers ABA Services Aegis AGMI – Specialty Auto Brokerage Allstate Commercial – not authorized Allstate Personal – direct appointment through smartchoice American Modern (through SUG (OH),HUB/MHI (A1)) American Reliable American Summit – Personal Aon Apogee Arizona Auto Assurance America Assurant Flood Attune MGA Bloss & Dillard Bond Exchange Branch Bristol West Broome (NY Only) BTIS – Builders & Tradesmen’s Insurance Services, Inc Century Insurance Group (through COX) Chubb (commercial and personal lines) CM&F CNA and CNA Surety- DIRECT Carrier – Surety and BOP Collectibles Commonwealth Casualty Company Coverwallet Cox Specialty Dairyland DGA Insurance Services (was RMIS Specialty MGA) Encompass (Direct – Preferred carrier) Erie Commercial Erie Personal Lines (Direct – Preferred Carrier) Evolution Insurance Fair Plans Foremost (Direct Carrier) foremost signature (formerly Metlife) – ID: IA000NZ Founders Commercial Founders Personal Lines Gainsco Gateway Specialty (non-profits and organizations) Grange (DIRECT through smartchoice) Hagerty (Direct – Preferred Carrier) Hanover Fire (SUG) Hartford Commercial Hiscox Insureon (Insurance Noodle) Internation Excess JC Taylor (Direct – Preferred Carrier) JMWilson Specialty GA K&K Keating King Insurance Services – MGA Liberty Mutual – Direct Appointment Markel (Through SUG and Cox specialty) MAX (Direct – Preferred Carrier) McGowan National Catastrophe National General (An Allstate Company) NatGen 360 Nationwide – (Brokerage – Write through Smartstart) New Age Underwriters Novus Underwriters Openly Openly PL (through Smartstart) Pacific Specialty Pathpoint E&S Philadelphia Prime Progressive – Personal (Direct – Preferred Carrier) Progressive Commercial – Biz Auto, BOP and stand-alone EPLI RLI Personal Umbrella (thru SUG) RPS Risk Placement Services MGA (Direct) Safeco (Direct – Preferred Carrier) Seacoast Brokers SES Smart Choice Commercial Lines Smart Start PL Smartchoice – SmartStart Personal Lines Smartchoice / smartstart – farm State Auto State Auto BOP Statewide Stillwater BOP Stoermer Insurance Brokers SUG (Specialty Underwriters Group) Tapco – through SmartStart The General Tower Hill (SUG) Travelers (direct through SmartChoice?) Travelers Personal and Event ONLY Trexis Tuscano Utica Vacant Express (direct) Western Star Insurance (a foremost company) Worldwide Insurance specialists – surety Personal Lines Aegis AGMI – Specialty Auto Brokerage Allstate Personal – direct appointment through smartchoice American Modern (through SUG (OH),HUB/MHI (A1)) American Reliable American Summit – Personal Aon Arizona Auto Assurance America Assurant Flood Bloss & Dillard Branch Bristol West Broome (NY Only) Chubb (commercial and personal lines) Collectibles Commonwealth Casualty Company Dairyland Encompass (Direct – Preferred carrier) Erie Personal Lines (Direct – Preferred Carrier) Fair Plans Foremost (Direct Carrier) foremost signature (formerly Metlife) – ID: IA000NZ Founders Personal Lines Gainsco Grange (DIRECT through smartchoice) Hagerty (Direct – Preferred Carrier) Hanover Fire (SUG) JC Taylor (Direct – Preferred Carrier) JMWilson Specialty GA K&K King Insurance Services – MGA Manufactured and Mobile Home Insurance Markel (Through SUG and Cox specialty) MAX (Direct – Preferred Carrier) National Catastrophe National General (An Allstate Company) NatGen 360 Nationwide – (Brokerage – Write through Smartstart) New Age Underwriters Openly Openly PL (through Smartstart) Pacific Specialty Progressive – Personal (Direct – Preferred Carrier) Quote/INTAKE sheets and sign off forms RLI Personal Umbrella (thru SUG) Safeco (Direct – Preferred Carrier) Seacoast Brokers SES Smart Choice Commercial Lines Smart Start PL Smartchoice – SmartStart Personal Lines State Auto Stoermer Insurance Brokers SUG (Specialty Underwriters Group) The General Tower Hill (SUG) Travelers (direct through SmartChoice?) Travelers Personal and Event ONLY Trexis Tuscano Utica Vacant Express (direct) Western Star Insurance (a foremost company) Premium Financing Cedar Financing IFPS Tuscano
State 119 Broome (NY Only) Manufactured and Mobile Home Insurance AZ Aegis American Modern (through SUG (OH),HUB/MHI (A1)) American Reliable American Summit – Personal Arizona Auto Assurance America Branch Chubb (commercial and personal lines) Dairyland Gainsco IFPS JC Taylor (Direct – Preferred Carrier) Liberty Mutual – Direct Appointment Manufactured and Mobile Home Insurance Nationwide – (Brokerage – Write through Smartstart) Openly PL (through Smartstart) Progressive – Personal (Direct – Preferred Carrier) Progressive Commercial – Biz Auto, BOP and stand-alone EPLI Smartchoice – SmartStart Personal Lines Smartchoice / smartstart – farm Travelers (direct through SmartChoice?) Vacant Express (direct) Worldwide Insurance specialists – surety CA JC Taylor (Direct – Preferred Carrier) Manufactured and Mobile Home Insurance Smartchoice – SmartStart Personal Lines Vacant Express (direct) Worldwide Insurance specialists – surety FL JC Taylor (Direct – Preferred Carrier) Manufactured and Mobile Home Insurance Smartchoice – SmartStart Personal Lines Vacant Express (direct) Worldwide Insurance specialists – surety GA JC Taylor (Direct – Preferred Carrier) Manufactured and Mobile Home Insurance Nationwide – (Brokerage – Write through Smartstart) Smartchoice – SmartStart Personal Lines Smartchoice / smartstart – farm Vacant Express (direct) Worldwide Insurance specialists – surety IL Branch Chubb (commercial and personal lines) Erie Personal Lines (Direct – Preferred Carrier) JC Taylor (Direct – Preferred Carrier) Manufactured and Mobile Home Insurance Nationwide – (Brokerage – Write through Smartstart) Openly PL (through Smartstart) Smartchoice – SmartStart Personal Lines Smartchoice / smartstart – farm Vacant Express (direct) Worldwide Insurance specialists – surety MI Fair Plans JC Taylor (Direct – Preferred Carrier) Manufactured and Mobile Home Insurance Smartchoice – SmartStart Personal Lines Smartchoice / smartstart – farm Vacant Express (direct) Worldwide Insurance specialists – surety NY Broome (NY Only) Encompass (Direct – Preferred carrier) Erie Personal Lines (Direct – Preferred Carrier) Fair Plans JC Taylor (Direct – Preferred Carrier) Manufactured and Mobile Home Insurance New York Mandatory Photo Inspection Progressive – Personal (Direct – Preferred Carrier) Progressive Commercial – Biz Auto, BOP and stand-alone EPLI Shelterpoint Smartchoice – SmartStart Personal Lines Travelers (direct through SmartChoice?) Tuscano Utica Vacant Express (direct) Worldwide Insurance specialists – surety OH Aegis American Modern (through SUG (OH),HUB/MHI (A1)) Aon Bond Exchange Branch Cedar Financing Commonwealth Casualty Company County Auditor Property Search Sites Dairyland Encompass (Direct – Preferred carrier) Erie Personal Lines (Direct – Preferred Carrier) Fair Plans Gainsco Glacier Insurance Grange (DIRECT through smartchoice) Hagerty (Direct – Preferred Carrier) IFPS JC Taylor (Direct – Preferred Carrier) Liberty Mutual – Direct Appointment Manufactured and Mobile Home Insurance National General (An Allstate Company) NatGen 360 Nationwide – (Brokerage – Write through Smartstart) Openly Openly PL (through Smartstart) Progressive – Personal (Direct – Preferred Carrier) Progressive Commercial – Biz Auto, BOP and stand-alone EPLI Smartchoice – SmartStart Personal Lines Smartchoice / smartstart – farm Stoermer Insurance Brokers The General Travelers (direct through SmartChoice?) Tuscano Utica Vacant Express (direct) Worldwide Insurance specialists – surety VA Erie Personal Lines (Direct – Preferred Carrier) JC Taylor (Direct – Preferred Carrier) Manufactured and Mobile Home Insurance Nationwide – (Brokerage – Write through Smartstart) Smartchoice – SmartStart Personal Lines Smartchoice / smartstart – farm Vacant Express (direct) Worldwide Insurance specialists – surety