This biBerk and First Connect workshop recorded on July 15, 2026 focused on training insurance agents on how to use the biBerk portal to quote commercial insurance policies.
Summary
The session was led by Pete Steiner from First Connect, Maya Glassman from biBerk's Partners division, and Brian, a senior licensed agent. The presenters walked through the complete process of quoting a hotel business owner policy (BOP) through the biBerk Service Portal, covering everything from initial keyword selection and application details to package options, underwriting requirements, and payment processing. They explained commission rates for various lines of business including workers' compensation (10%), general liability and umbrella policies (14%), professional liability (14%), and BOPs (14%). The team also covered best practices for underwriting submissions, handling referred quotes, and proper binding procedures. The session included a detailed Q&A portion where participants asked about specific coverage questions, appetite for different business types, and technical issues with portal access.