Leveraging market-leading underwriting expertise and top-rated carrier partnerships, SageSure delivers highly differentiated BOP coverage in catastrophe-exposed markets. With its best-in-class Agent Portal quoting platform and more than 120 classes, you can confidently quote and bind competitive coverage for your clients in minutes. Watch the webinar recording below to see how you can leverage SageSure for your clients.
SageSure Launch and Agent Portal
Mackenzie Gilbert, a Strategic Partnership Manager at First Connect, introduced the SageSure launch, explaining that the program is now live in the portal with varying commission rates by state. Gregg, representing the SageSure team, provided an overview of the company's commercial lines footprint, products, and solutions, highlighting their broad appetite for risks, especially in catastrophe-prone areas. He detailed the eligibility criteria, coverages, and payment plans, and demonstrated the agent portal, showcasing how to request access, quote, and bind policies. Gregg emphasized the importance of advising clients about policy inspections and provided resources for agents to succeed with the program.
SageSure Agent Portal Training Overview
The meeting focused on a detailed walkthrough of the SageSure agent portal and underwriting processes. Gregg explained key features, including binding quotes, optional coverages, and premium adjustments, while emphasizing the importance of accurate data entry. He also covered California-specific requirements, such as the 1960 apartment rule and surplus lines disclosure. The session concluded with a Q&A where Gregg and Makiva addressed various questions about coverage limits, exclusions, and eligibility criteria for different business types. Participants were reminded to request portal access and review contact information for state-specific representatives.