New Agent Corner

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 Welcome!

 We hope you find this information helpful in getting your new

TAG Agency started!

 

 

AGENCY SETUP INFORMATION:

  • This is your resource for all Carrier Contacts:  Agent Company Roster
  •  AMS Training Manual- A useful resource for navigating our management system: AMS Training Manual 
  • For a Production LOG to use if you are not yet set up with AMS, click here
  • To request a TAG email address: Email Request Form
  • A list of TAG Corporate Employee Phones & Faxes: click here
  • Our LOGO for your letterhead, business cards and promotions: TAG LOGO

PERSONAL LINES INFORMATION:

  • Here is our PL carrier appetite Cheat Sheet 
  • To sign up for our our Personal Lines Rater, please complete this form: Silverplume Request Form
  • For directions on how to import & export from AMS to Silverplume, click here  
  • For the list of Carriers we have per state that TAG is authorized to write business in, click here
  • For Progressive Personal Lines training information, click here

PERSONAL LINES PRODUCT INFORMATION

COMMERCIAL LINES:

  •  For instructions on how to complete Accord forms, please use the following link: http://formsboss.com/acord-instructions.html
  • Please complete this form for all new commercial submissions Commercial Business Survey
  • For Binding Instructions for Agency Billed Policies (Commercial Lines) Click here
  • To obtain a quote for Premium Finance Agreement (Commercial Lines)Click here 
  • For a list of companies that utilize the Agency Billing Option(Commercial Lines), click here
  • For Direct Bill vs. Agency Bill (Commercial Lines) click here
  • Pinnacol Quoting & Binding Procedures (Commercial Lines)  click here
  • For instructions on how to issue a Certifcate of Insurance, click here
  • For common Commercial Auto Coverage Definitions, click here

CL ACORD FORMS:

The following are examples of the popular CL Acord Forms. Please see below for a completed sample.

* Please make note, these are only samples, your clients information should be substituted for the sample information indicated in the AcordInfo about Acord Applications   125   126   127  130  137  140  146  

APPETITE GUIDES: COMMERCIAL LINES                     


AMS POWERPOINT LIBRARY

Step by Step instructions to help you with AMS: (you must download the .zip file and extract it to view the powerpoint).

 


CL COVERAGE DEFINITIONS

GENERAL LIABILTY     BUSINESS AUTO     PROPERTY COVERAGE    WORKERS COMPENSATION   UMBRELLA   WHY BUY LIQUOR LIABILTY COVERAGE    WHAT IS EMPLOYMENT PRACTICES LIABILTY