Easily Tailor An ISR Schedule
To Your Client
A helpful step by step tool to walk you though the usually complex task of designing
an ISR Quote Slip and asset schedule tailored to your client’s needs.
Your Helping Hand To Navigate Commercial Insurance
Navigating the hundreds of endorsements available to your client is a task that can challenge the most seasoned professional. Which ones will provide the most adequate cover? Which ones trigger a sublimit? How much to select, not to mention the overall layout and readability of the quote slip and asset schedule!
Policy Coach is your answer
Want to know more? Click here.
After a simple needs analysis, the system will automatically trigger the
endorsements and suggest a limit of liability to protect your biggest clients.
Want access? Click here.
Each step of the process you will find helpful coaches comments designed to explain covers suggest limits fully covered insured.
Search by Industry – type in your client’s industry and be presented with a list of all recommended endorsements for them.
Search by Name – Know which endorsement you want?
Simply search the name.
Search by Menu – Not sure what you are after?
Click through all available endorsements in the library.
Have a question? Click here.
Industry Specific Endorsements
This revolutionary system suggests endorsement based on your client’s industry or activities. Linked back to LMI Group’s RiskCoach and the 7000 industries identified you are sure to find an industry that matches that of your customer.
Want to give it a try? Click here.
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