During these challenging times, with rising premiums in a hard market, independent insurance agents are more important than ever. This Hard Market Toolkit provides resources that agents can use to navigate the current market conditions successfully.
Supporting Resources
Leverage the forms below to support your agency when facing the challenges of demonstrating value during the hard market.
Does your agency need a way to streamline the quoting process, enhance communication between agents and clients, and ensure accuracy in policy details?
An agency quote sheet serves as a comprehensive and standardized document, capturing essential information efficiently. Trusted Choice offers meticulously crafted templates tailored to the diverse needs of insurance agencies, providing a convenient starting point for creating professional and consistent business quotes. By utilizing these templates, agencies can not only save time but also project a polished and trustworthy image, reinforcing their commitment to delivering top-notch service. The simplicity and effectiveness of these quote sheets can significantly contribute to a seamless client experience, ultimately fostering client satisfaction and loyalty.
Personal Lines Sheet Commercial Lines Sheet
Designed to include your agency logo and agent headshot!
- Video
- Graphics
- Social Media Content
- Digital Display Ads
What Agents are Saying
Have a question or need help? Contact us at Trusted.Choice@iiaba.net
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IMPORTANT DISCLAIMER: THIS MUST BE READ BEFORE YOU USE THIS TOOLKIT.
This toolkit of sample communication templates (“Toolkit”) has been prepared for general information purposes only and should be tailored according to all legal, business or other requirements applicable. There shall be no liability in any way for reliance on or use of this Toolkit. This Toolkit is not intended to constitute and should not be considered legal or other professional advice, nor shall it serve as a substitute for obtaining such advice. If specific legal or other expert advice is required or desired, the services of an appropriate, competent professional, such as an attorney, should be sought.