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Travelers CSR Quoting Bootcamp: Elevate your Skills in 3 sessions! |
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Join our 3-part webinar series designed to equip CSRs with essential skills for quoting with Travelers Select Accounts (Small Business). Participants will learn how to quote and issue BOP 2.0 & Workers Comp and round out accounts with Automobile policies. The Travis® (Travelers Issuing System) platform simplifies bundling policies, allowing you to increase premiums and profits by writing all lines with Travelers Select Accounts. Be prepared for pre-work and post-work assignments.
Attendees register once for all sessions. A certificate of completion will be sent to those completing the entire series. |
Session 1 – The Travelers BOP 2.0 Difference
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Join this session to learn how to quote BOP 2.0. in the Travis quoting platform in just 8 minutes & 3 screens. | |
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Tuesday, Sept. 9, at 2 p.m. ET | 1 p.m. CT | 12 p.m. MT | 11 a.m. PT |
Session 2 – Just 2 Minutes Can Win Work Comp Business
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Bundling workers compensation with a business owner’s policy takes just two minutes more within the Travis quoting platform. Join this session to learn how to quote Workers Compensation. | |
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Wednesday, Sept. 10, at 2 p.m. ET | 1 p.m. CT | 12 p.m. MT | 11 a.m. PT |
Session 3 – Policy Issuance Made Easy
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Join us for a comprehensive webinar on issuing policies using the Travis platform, including a review of the billing screen and payment options. | |
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Thursday, Sept. 11, at 2 p.m. ET | 1 p.m. CT | 12 p.m. MT | 11 a.m. PT | |
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Tips/Tricks in 15 Minutes: Learn about Workers Comp Discounts |
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Duration: 15 minutes |
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Thursday, Sept. 18, at 1 p.m. ET | 12 p.m. CT | 11 a.m. MT | 10 a.m. PTRegister now » |
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Get Started with For Agents, Our Web-Based Agency Portal |
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Duration: 1 hour |
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Thursday, Sept. 24, at 1 p.m. ET | 12 p.m. CT | 11 a.m. MT | 10 a.m. PTRegister now » |
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August’s eLearning Module of the Month:
Travelers Service Center for Select Accounts |
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Learn how the Service Center helps agencies like yours service customers by providing industry-leading servicing and customer support on your behalf. View now » |
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September’s eLearning Module of the Month:
Travelers Suite of BOP 2.0 Endorsements |
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As a trusted advisor to your clients, you have the power in your hands to customize policies based on their business needs. More protection and broader coverage limits and features in cost-effective endorsement packages can easily be added onto their BOP 2.0 policy. View now » |
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