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Travelers CSR Quoting Bootcamp: Elevate your skills in 3 sessions!
Travelers CSR Quoting Bootcamp: Elevate your skills in 3 sessions!

Wed, Sep 25

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Webinar

Travelers CSR Quoting Bootcamp: Elevate your skills in 3 sessions!

Join our 3-part webinar series designed to equip CSRs with essential skills for quoting with Travelers Select Accounts (Small Business).

Time & Location

Sep 25, 2024, 1:00 PM – 2:00 PM CDT

Webinar

About the event

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 Compensation, 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.  Note: BOP 2.0 is not yet available in CA & NY.

Session 1 – Basic Training: Mastering BOP 2.0

Your mission, should you choose to accept it, is to master how to quote BOP 2.0 in the Travis℠ platform in just 8 minutes & 3 screens. 

Session 2 – Advanced Drills:  Winning Work Comp Business in 2 Minutes

Bundling workers compensation with a business owner’s policy takes just two minutes more within the Travis℠ quoting platform. In this session,…

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