Accident Checklist
This checklist can help your personal lines clients be better prepared for when an accident occurs. Simply having this in their vehicle, along with their insurance card, can help prevent issues arising later during a claim due to not collecting the most important information.
Personal Cyber Risk Questionnaire
The Cyber Risk Questionnaire addresses areas of Cyber risk in an individuals personal life. The questionnaire can be completed very easily, utilizing as simple scoring system of; Yes, No, and I don’t know. The scoring is then weighted based on overall cyber risk factors and provides a exposure rating of Low, Moderate or High.
Personal Emergency Preparedness Guide
If an emergency happens in your community, your clients could very well be effected and should be prepared to take care of themselves and their family for a few days. Although the consequences of various disasters can be similar, knowing the risks in your region will help your clients better prepare.
Personal Lines – Services and Offerings
This provides some ideas around different Personal Lines services that can be offered.