Calfee Agency Training Videos & Links
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Calfee Insurance: Auto Quote Training GuideThis training guide helps our team deliver fast, accurate, and reliable auto quotes that put client protection first. By refining our approach, we strengthen relationships, build trust, and ensure every driver gets the coverage they truly need. Together, we keep raising the bar — the Calfee way.
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Calfee Insurance: Home Quote Training GuideThis guide equips our team with the essentials for delivering accurate, confident, and client-focused home quotes. By strengthening our process, we improve protection, build trust, and create a smoother experience for every homeowner we serve. Let’s continue raising the standard of service — the Calfee way.
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The Flood Opportunity Tactics to Help Grow Your Flood Insurance RevenueAt Calfee Insurance, we know rising flood risks also mean growing opportunities to protect our clients. This training walks our team through tactics to expand flood insurance coverage and boost agency revenue. By learning how to start the conversation, we can provide smarter protection and stronger peace of mind for every client.
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Calfee Insurance: Umbrella Protection You Can’t OverlookAt Calfee Insurance, we see the numbers: 1 in 4 clients already have umbrella coverage, and 2 in 3 are interested. With risks on the rise, we know umbrella insurance is no longer optional—it’s essential for complete protection and peace of mind. We’re here to start the conversation and help our clients get the coverage they need.
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The Hanover Essential Coverage: Strengthen Protection, Strengthen Connectionsere to edit.Discover how The Hanover Essential Coverage helps you identify and close coverage gaps while giving your clients the protection they deserve. These customer talk tracks make it easy to start meaningful conversations about umbrella, valuables, and cyber coverage. Strengthen relationships, boost retention, and deliver confidence — one conversation at a time.
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How to write Home Insurance with MPIUA in SinglePointLearn from the SinglePoint Training Staff on how to get it right! Find out more about the Massachusetts Property Insurance Underwriting Association - The FAIR PLAN
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PandaDoc - The Power of collecting eSignaturesDo you like the idea of document automation but have no idea where to start? Maybe you’re still trying to figure out what document automation means.
Cat Leavengood, Mid-Market Account Executive at PandaDoc, is here to break it down for you. In this quick webinar, Cat will teach you the fundamentals of document automation, how to get started, and how it can totally revolutionize your business processes. |
Agency Management System TrainingLet's focus on just the features that you really need (and use virtually every day), we can provide a cloud-based, easy-to-use system. And the cherry on top is our support, for those rare moments when you need it.
For over 25 years, Special Agent has been focused on serving the needs of small and mid-sized independent agencies. Our customers tell us that competing software from large firms are bloated, with lots of features that they don’t need. 781-767-2222 Tech Support |
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MPIUA Home Quote VideoIn this video, I walk through the process of doing a home insurance inquiry from scratch using only a meme and the town where the person lives. I demonstrate how to gather information about the property, such as the owner's name and the type of house, and how to use online tools to estimate the insurance coverage needed. No action is requested from the viewers, but it provides valuable insights into the process of conducting a home insurance inquiry.
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Home Insurance Quote Video with SwyfftIn this video, I walk you through the process of handling a home insurance inquiry. I show you how to review the inquiry, make a phone call to the client, gather important information, assess the property, and provide a quote. I also discuss different coverage options and explain how to save the client money. Watch this video to learn how to efficiently handle home insurance inquiries and provide excellent customer service.
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MPIUA Home Insurance Application VideoFair Plan Home Insurance Application Tutorial{name}
In this video, I will guide you through the steps of obtaining a fair plan home insurance quote and signing the application. I will show you how to search for the person in Single Point, generate a quote, and save the application form. No action is requested from the viewers, but this tutorial will provide important information for anyone involved in the fair plan home insurance |
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Personal Umbrella Quote VideoIn this video, I walk you through the process of getting an umbrella insurance quote. I explain how to log in to the website, add yourself to the list, and generate a quote. I also discuss the option to include direct numbers and provide information on how to get a quote for multiple people. Throughout the video, I share tips and important details to keep in mind. Watch this video to learn how to navigate the umbrella insurance quote process and ensure you have the coverage you need.
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When the insurance carrier requires handrails, we have an inexpensive option for homeowners:
In this training, you'll explore our:
- Business Auto and Contractor and Heavy Truck programs including coverages, quoting demonstrations, and underwriting guidelines.
- Telematics programs to offer your Commercial Lines customers big savings, and
- Service features for you and your customers.
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Admitted High Net Worth Home Insurance Quoting - To request quotes, you can send Acord apps or our HNW app - Application for High Value Account - Orchid Insurance to [email protected].
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Implementing EPIC's Renewals Manager
MANAGE AND PROCESS YOUR RENEWALS MORE EFFICIENTLY WITH RENEWALS MANAGER
Renewals Manager gives your agency the ability to process renewals more efficiently by providing you a centralized location for viewing, monitoring, and managing the entire renewal process from start to finish.
Renewals Manager, like most other areas in Epic, can be configured and customized to meet your agency’s unique needs. The renewal management dashboard gives you complete visibility into policies that are coming up for renewal and their status – helping your team prioritize the renewals they need to focus on.
Key benefits of using Renewals Manager – Best practices for configuring Renewals Manager for your Agency – How management and staff can use Renewals Manager in lieu of expiration reports
Renewals Manager gives your agency the ability to process renewals more efficiently by providing you a centralized location for viewing, monitoring, and managing the entire renewal process from start to finish.
Renewals Manager, like most other areas in Epic, can be configured and customized to meet your agency’s unique needs. The renewal management dashboard gives you complete visibility into policies that are coming up for renewal and their status – helping your team prioritize the renewals they need to focus on.
Key benefits of using Renewals Manager – Best practices for configuring Renewals Manager for your Agency – How management and staff can use Renewals Manager in lieu of expiration reports
Swyfft Training Videos
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How to Quote – Homeowners
3 MINS
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How To Update Mortgagee Information
1 MIN 20 SECONDS
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Learn to Quote Traveler's Personal Auto below:
Travelers Auto Insurance Quote Effectiveness Training below:
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QUESTION ON MASSACHUSETTS AUTOMOBILE? Ask: Kathy Cormier at [email protected]QUESTION ON A PL OR CL POLICY AND/OR COVERAGE?
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Arbella Home Quote
Must be over 5,280 feet from the ocean coast
Arbella Training Center
Flood Quote Video Training
Wright Flood NFIP, Zurich Flood & Neptune Flood Insurance Quote Training Video
Off Cape Cod Home InsuranceUser Video Training
Commercial Lines:How to issue a Certificate of Liability Insurance
Home Replacement Cost
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Universal Home Video #1
Video #2 - click herePrimary home insurance, no rental
Personal LinesPolicy Servicing Training
Classic Car Training
eFax User GuideCommercial Auto Training
including training videos, job aids and FAQ's
Need help with quoting and servicing risks, call the Agency Services team at 1-877-776-2436, and your call will be routed to a trained Portfolio Commercial consultant.
Commercial Contractors - video 1 - training
Video 2 - Commercial Contractors
Main Line BOP
https://msagroup.wistia.com/medias/zpe4oy9xog Workers Comp https://msagroup.wistia.com/medias/j295f8p8ib Commercial Auto https://msagroup.wistia.com/medias/frg4z745xs Umbrella https://msagroup.wistia.com/medias/rtv6f1w878 |
SinglePoint Rating
Home & Auto Training Videos
Personal Auto TrainingMapfre Questions: [email protected]
Auto Insurance
Video 1: https://msagroup.wistia.com/medias/30qheimldv Video 2: https://msagroup.wistia.com/medias/h0n6kglb2a Video 3: Endorsements: https://msagroup.wistia.com/medias/bsokqh87wa High Value Homes Training
Personal Umbrella ExplanationMotorhomes, boats, jet skis, etc.
Commercial Lines: Policy Renewals: Workers Comp Renewal Video with IPFS Finance AgreementWorker's Comp Bureau Application Submissionvideo 1video 2video 3video 4
Commercial Auto |
More Outside Markets
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Insurance Professional Agency (PIA)
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Training
Login: [email protected]
Pw: Surfdrive1 
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INTERNAL AGENCY RESOURCES
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EPIC INSTALL
Agency Code: ARTHU17 |
EPIC Tech Dept: 800-999-6512
SIGN UP FOR MORE TRAINING OPPORTUNITIES: Link for new users: Applied Network Training Group Key: yjptfxtp | ||
Business LinesCommercial Package Programs by SwyfftWorkers CompApplied Underwriters
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Personal Lines
LIFE Companies & ContactsUnited Underwriters - Sherry Mitchell 800-258-7296XS Brokers |
Narragansett -
* Melissa Macia - Telamon Ins. 617-614-1221
*Mariner Endorsement
ex. 428,000 dwelling - $2,814 quote
25% deposit made payable to Narragansett
PersonalUmbrella.com - AAIC
Preferred Mutual
Safety
Travelers
Product MarketsChild WelfareCommercial AutoHunting & Fishing Lodges, Clubs & GuidesNon-ProfitsRestaurantsStop Loss |
Product MarketsRental Dwelling & LiabilityPersonal UmbrellaHome |
Insurance Agents E&O - PIA |
AGENCY NEWS
MARCH 2010
Calfee Advertisements & PressMarch 2010Spring Home & Garden InsertFebruary 2010Tenant Insurance AdJanuary 2010Falmouth Young Professionals column |
Avoid Gaps When Moving an Account |
