Take your P&C and personal lines business to the next level with the tools you need to drive growth, improve retention and increase engagement. Using the industry’s leading marketing, prospecting and communication engine, you can:

• Improve engagement with a streamlined communications platform to automate the way you reach your audience
• Simply quote accurate rates for auto, homeowners, condominium, renters, dwelling and fire using TurboRater
• Become a high-performing sales organization with instant access to a vast leads database, which you can search based on select criteria
• Optimize your prospect meetings and generate custom presentations in minutes that offer unique business insights and valuable safety, loss control, return to work and other P&C and personal lines information.

Discover unparalleled content to meet your P&C challenges, build your industry expertise and differentiate yourself from other brokers, including:

• State and federal compliance resources
• ACORD forms
• Human resources guidance
• 25,000+ commercial insurance resources from trusted industry sources like IRMI, ISO, and Rough Notes
• Personal lines articles
• Employee safety communication materials
• Risk management and loss control solutions
• Broker insurance insights
• Commercial coverage education
• In-depth toolkits and guides

P&C OneSource

The Industry Content You Need, in One Location

• Access forms, guides, and reports from AM Best, IRMI, ISO, NFIP and Rough Notes
• Streamline submission flows and improve acceptance rates from insurers
• Gain expertise to provide nuanced coverage options with accuracy
• Combine industry materials with resources from best-in-class insurance content library

Better serve your clients & your bottom line by providing added tools and resources.

• Client Self-Service Portal. Put more time back in your day by allowing your clients to self-serve and find the answers and information with on-demand resources
• Attorney-backed resources you can feel confident in with content.
• Built within an intuitive and easy-to-use platform that allows you to customize the portal experience for each of your clients

Learning Management System (LMS)

Showcase your value by offering P&C resources and training to keep your clients safe, educated and productive:

• Build your reputation by providing clients 24/7 access to a portal full of safety, risk management and compliance resources
• Provide the risk management support employers are looking for with industry-specific training courses
• Help employers improve their safety program using a complete learning management system to track, monitor and report on employees’ safety training progress

Help employers uncover the financial impact their mod is having on their business with powerful analysis, insights and reporting:

• Improve your prospecting by highlighting potential cost-savings in minutes with the Quick Mod Analysis
• Increase retention by delivering detailed mod analysis to help clients develop a long-term business strategy
• Quickly upload NCCI experience rating worksheets and receive results in seconds using the fastest import feature available on the market