Agencies continue to ask TrustedChoice.com to improve their ability to attract and write the business they want. Over the past 6 weeks, the Advantage profile has improved dramatically: 

• NAICS codes have been expanded to six digits
• You can choose to exclude consumers who don’t have current insurance
  
• Individual producers can be listed with their own email and phone numbers, including the ability to receive referral notifications via text rather than email
  

Agencies have told us that getting the right referrals to the right producer in the agency is key to successfully writing the business. These new changes are designed to allow you to target what sorts of consumers get to each of your producers.  

Although it isn’t required, TrustedChoice.com now provides the ability to custom configure the appetite engine in a number of new ways. 

We have expanded the North American Industry Classification System (NAICS) to six digits from three, allowing a more refined definition of exactly which types of business your agency prefers. Rather than just saying you want generic construction, perhaps you want to write New Single Family Construction, but not Residential Remodeling. Toggle them on and off, simple as that. 

The agency can also choose whether or not they want to be displayed to insurance buyers when that buyer is not currently insured. This can keep experienced producers from spinning their wheels in working with difficult-to- place or new businesses. 

We recognize that agency staff is made up of individuals with differing levels of experience and capabilities. To support this, we have brought out the first of a number of improvements designed to allow opportunities to be more effectively routed within individual agencies.

Agencies can now add staff to their agency profile, and provide individual contact and appetite information for specific producers.

Perhaps the agency wants to focus all personal lines opportunities to a young producer. Now you can just provide that producer with personal lines of business, and send incoming opportunities to the producer’s cell phone. 

Or one producer in the office prefers to work on contractors, while another only wants to talk to light manufacturing risks.  The producer level appetite engine selections make this possible.

These enhancements are designed to provide a foundation for additional powerful benefits exclusively available to members of the IIABA. If you would like to know more about an Advantage subscription, visit our  agency website or call 1-855-372-0070 and touch 1 for sales.