Producer Tools

Producer Tools

We have compiled the resources below to help you manage your business and provide superior service to your clients.

Know of something else that will help you? Use the form below to tell us.

 

Producer Zone

producer-zone

Producer Zone is the online portal for you to manage your business with us. In addition to seeing a summary of your sales volume and commissions, you will also have access to a host of tools that enhance your experience as a contracted agent with MIS Group.

Service tools available to you in Producer Zone include:

  • Policy Status Report – includes certificate number, insured’s name & contact info, benefit plan, billing mode, and policy start & stop dates
  • Client Contact Information Download
  • Commission Statements
  • Terminating Policy Report – policies terminating in the next 30 days
  • Lapsed Payment Report – policies lapsed in the previous 30 days
  • Policy Maintenance – download visa letters & ID cards, assist in claims for customers
  • Claims Guide – understand the claims process and how to help your clients submit a complete claim statement with all necessary documentation

Sales tools available in Producer Zone include:

  • Product Brochures – customized with your contact information
  • Policy Specimens – full policy language for each product
  • Personalized Quote Links – unique with your producer number
  • Producer Guide – full details on how to be a successful producer
  • Banner Ad Images
  • Tokio Marine HCC logo file download

Once we process your producer contract, we will assign your producer number and a password you can use to access your personalized Producer Zone account.

Contact your Account Executive to get a tour of Producer Zone and learn how to use it to its full potential.

Videos

We have published a few videos on YouTube you may find helpful.

Use these videos for your own training, to train agents within the office, or to help clients better understand their policy.

 

Policy Quote Options

iframe

You can use an iframe to display our quote engines on your website domain. We provide the HTML code for you to use on your website. This provides a more streamlined process for your clients as it will prevent them from having to go to a new website to complete their purchase. Plus, it allows you to keep your branding prevalent throughout the purchase experience.

API

If you are a larger producer and you have access to technical staff, you may also use our custom API to create your own online quote and purchase experience. We have full API documentation, and our development team will work closely with you to ensure everything functions properly.

Sales Blog

Your success is our success. As such, we want to help you connect with customers who need our products.

Get advice on how to attract and convert potential clients with articles like the following:

Curious about a topic you don’t see covered on our blog? Let us know!

Questions about our sales tools? Ask us here.

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