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Category for Agent related news and events
On June 22nd we hosted a CSR/Agent Day to get “Back to Basics” with Heartland. We’d like to thank everyone who attended in person and virtually! We’d also like to share the Power Point slides with you here to allow easy access for your staff. Please call or email us any time with questions.
May: This month our top Quoting Agency is Wohltman-Aherin of Dieterich! Other top quoting Agencies were Squier Ins, Goodman Agency, Bryant Ins, and Taylor, Dodd & Wood Ins. Our top Producing Agency of the Month is Squier Ins Agency of Hardin and Pleasant Hill! Other top producers were Whitfield Ins, Wohltman-Aherin, Ziegler Jacob, and Draper Ins.
June: It’s hard to beat the team at Wohtman-Aherin! They are our top Quoting Agency again this month and 2nd place in production. But wait! A new name has won the title for Production this month: Dimond Bros. of Centralia! Other hard workers in the quoting category this month were Imming Ins, Whitfield Ins, Agencies Ins Source, and Goodman Agency. Some great Producers this month were Agencies Ins Source, Draper Ins, and Squier Ins.
Congratulations and thank you everyone! We are so proud and grateful to work with great agents like you! Be on the lookout for social media spotlights on the winners! We will continue promoting and highlighting our hardworking agents in 2021!
Great News!! You may now quote homeowners AND Farm policies online through the IMT “Vector” Quoting System! It works best for small farms and we are still working out some kinks, but please give it a try! We hope to continually improve the system. Here is a re-share below of our tutorial from 2017. Please call Christine with questions on Farms and Liz with questions on Homes, and they will be happy to help you!
Simply log in to the Agents IMT Dashboard and click on “New Quote”. Once you create a quote, you can access it through the “Quotes/Apps” button. IMT held a webinar tutorial for our Agents on April 11, 2017. You may watch the webinar video through the link below. If you do not wish to use the quoting system, don’t worry. You can still email quote requests to our underwriters. If you have any questions or would like to provide feedback, please contact us! We’ve worked very hard on this system and hope it works well for you!!
We will be continuing our Agency of the Month contest into 2021! Like last year, we will be giving 2 awards each month, one for the most quotes and one for the most new business. Each month 1 point will be awarded for every Home, Dwelling, Rental or Tenant policy written or quoted. Two points will be awarded for every farm written or quoted. Written premium will be used to determine tie breakers.
We will run a social media promotion for the winner each month in each category as well as post that article here on our News Tab! At the end of the year, the top producers will be recognized at our Annual Meeting and receive a special reward for your Agency! We appreciate your continued support!!
If you need to turn in a claim for one of your insureds, the most efficient way to expedite the claim is to submit it through our online IMT Dashboard system. This is the most direct path to an adjuster and notifies them immediately. To do it, simply look up your insured through Web Inquiry and click “Submit Claim” in the upper right corner of the screen. This tool is only available to agents. Stay safe everyone!
Effective November 1, 2018, we are no longer rating based on credit! If you run into an issue on the online quoting system, please call our office and we will override it.
We have also included Smart Home Technology in our Security Discounts!
That we offer Non-Depreciation of Repairs on Farm Personal Property? 399 (RC) 1-09
We have new flyers for Equipment Breakdown. Find them on the Applications & Forms Tab!
We also have a flyer for our new Service Line Coverage. Find it in the post below!