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.

Log in here

Submit a Claim

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

Submit here

Blog

Loss Prevention

Rehabbing Safely

The construction phase is one of the riskiest times of a project for real estate investors. Make sure they know the makings of a safe jobsite!

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Seasonal Preparation

5 Signs Your Tree is in Trouble

It’s easy to take tree health for granted. However, costly problems can sneak up on investors if trees are not maintained. What signs indicate that trees may not be perfectly healthy? Here are five main ailments to look for.

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Seasonal Preparation

Preparing Investment Properties for Severe Spring and Summer Weather

The weather is warming up and now is great time to help your clients prepare for upcoming risks that come with spring and summer weather. It may be surprising how much advance planning is necessary. Thunderstorms, flooding and tornadoes are approaching, so how can you relay the importance of this preparedness to your investors and clients?

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Downloads

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.