📅 You miss 100% of the events you don’t make
Big thanks to all who attended our Lunch & Learn at Terra Gaucha in Tampa, where the only thing better than the steak was the company!Our summer roadshow continues:
🎉 Find us at the LAAIA 55th Annual Convention at JW Marriott Marco Island. Stop by booth #57 to say hi and grab a cookie (they’re Kevin-approved 🍪).
📍 Jacksonville agents, you’re next! Our upcoming Lunch & Learn heads your way in August, keep an eye out for your invite.
Here are a couple of photos from FAIA’s 121st Anniversary Convention, GreatFlorida Insurance’s Summer Conference, and our Lunch & Learn at Terra Gaucha!
🔐 Identity theft is not a joke, Jim!
Slate logins are like Dwight’s stapler: meant to stay in one person’s hands. To help Underwriting follow up accurately and efficiently, please ensure each team member at your Agency uses their own login. Need help managing logins? 👉 Start here: How to Add or Deactivate Agency Participants in Slate.
Want more hands-on assistance? Let us be the Jim to your Pam! Sign up for one of our weekly training sessions here. We promise they’re more productive than a day at Chili’s with Michael.
💅 Slate is getting updated, like, really soon.
Okay, like… not to be dramatic, but… the changes coming to Slate in August are everything.👠 First of all, “Participants” is out. “Contacts” is in. It’s giving clarity. It’s giving ease. It’s giving, not confusing anymore.
💅 Then there’s the New Business Checklist that pops up post-bind. It’s like a personal assistant, but make it Slate.
And don’t worry, we’ll totally send you the full 411 before anything changes.
📋 Beets. Bears. Claims.
Michael once screamed, “I’m not superstitious, but I am a little stitious.” And when it comes to storm season, we’re a little stitious, too, which is why we’re reminding you of a simple way to assist your policyholders in case of a loss. Our Agent FNOL Form is designed exclusively for Agency Partners, making it easier for you to help policyholders start the claims process, because “Why waste time more work when online form do trick?”
🌀 Policyholders can also submit their claim via MyPTI.com
📞 Or you can file with our Claims Department directly at 561-609-1002, option 1
Because when a storm hits, you don’t want to be the guy who spills chili all over the office floor. Stay prepared.
Here’s to smooth processes, a dedicated team, and Slate access to help you handle whatever comes your way, even if it’s as unexpected as a stapler in Jell-O.
