Important Links for Appointed Agents

Agent Technology Platform

Propose and bind coverage, service your client portfolios, and view commission reports.

Log in here

SOV Import Template

For large portfolio proposals, enter location info into this template and upload into the system.

Download here

Marketing Toolkit

Customize and download or share marketing templates to help with your sales efforts.

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Submit a Claim

Fill out this form to report an incident on behalf of your client to begin the claims process.

Submit here


Loss Prevention

What the End of Daylight Means for Investor Properties

The end of Daylight-Saving Time is coming, which means re-setting clocks and “falling back.” (One more glorious hour of sleep!) As the daylight hours begin to wane, the types of risk your investor’s property face also change. The quality of preparation during milder transitional seasons like spring and fall will directly impact a property’s ability to handle the year’s most extreme weather conditions. Share these tips with your investor clients to help keep their properties risk free in the fall and help to fortify their investment for the more challenging months to come.

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Reduce Risk of Mold After a Flood

With many parts of the country experiencing significant flooding this spring and summer, we wanted to share some tips on how to reduce the risk of mold after a flooding event. If not caught within 24-48 hours, you can have a serious mold problem on your hands. Share these tips with your investors to help keep their property mold-free after a heavy rain event.

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Evaluating Flood Insurance Options

It is important that property owners understand their risk exposure to flood AND are aware that their property insurance policy most likely does not include this coverage. There are several options available to your clients for flood insurance, so read on to help them understand how to evaluate their risk and work to determine the right course of action for them.

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Use these downloadable resources to provide valuable tools to your real estate investor clients.

Smoke Detector Maintenance Log

Investors can use this log for each of their properties to track when smoke detectors are checked to be sure they are in operable condition and batteries replaced. This should be done at least twice per year.

Rental Property Hazard Checklist

Investors can use this checklist as part of their annual maintenance practice to identify and make a plan to repair potential risks of property damage or liability exposures at their properties.