CRC Group Smart Choice Partnership Program...Auto Physical Damage Excess Auto Hired & Non-Owned Auto...

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PAGE 1 CRCWHOLESALEGROUP.COM CRC Group Smart Choice Partnership Program 6/18/2018 1

Transcript of CRC Group Smart Choice Partnership Program...Auto Physical Damage Excess Auto Hired & Non-Owned Auto...

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CRC Group

Smart Choice

Partnership Program

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CRC Group

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Nationwide, All Segments Offering

$8.4BPremium

81Offices

600Producers

500K+Insureds

Property | Casualty

Professional | Transportation

BROKERAGE

75%

PROFESSIONALPROPERTY

29%CASUALTY

51% 20%

BY PRODUCT

PROGRAMS

Transportation | Workers

Comp Professional | High

Limit Disability

Behavioral Health |

Habitational

Aviation | Wood Materials

Risks

6%

UNDERWRITING

Property | Casualty | Professional

Transportation | Personal Lines

19%

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CRC Group Combined Family of Brands

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BROKERAGE

UNDERWRITING

PROGRAMS

Property

Casualty

Professional

Transportation

Property

Casualty

Professional

Transportation

Personal Lines

Transportation

Workers Comp

Professional

High Limit Disability

Behavioral Health

Habitational

Aviation

Building Materials/Wood Risks

5Star | ABC Program | Ethos | FinOS | Hanleigh | ICBM

Loxley | Negley | Pro-Praxis | Southern Hospitality Underwriters | Target

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CRC OFFICES

Property

Boiler & MachineryBuilders Risk (Course of Construction)Catastrophe –Earthquake, Flood and WindDistressed / Force Placed CoverageHabitationalHigh Hazard Wind ExposuresInland MarineManufacturingOcean Cargo / MarinePublic EntitiesReal Estate

Casualty

ConstructionEnvironmental LiabilityExcess / UmbrellaLife SciencesManufactures / DistributorsOil & GasPremises LiabilityProducts LiabilityReal Estate / ApartmentsTough Commercial Products,Wrap–ups (OCIP and CCIP)

Transportation

Auto Physical DamageExcess AutoHired & Non-Owned Auto LiabilityMotor Truck CargoPrimary AutoTruckers (Primary and Excess)

Professional

Architects & EngineersCrimeCyber & Privacy LiabilityDirectors & Officers (D&O)Employment Practices Liability (EPLI)Errors & Omissions (E&O)Fiduciary Liability / ERISA LiabilityKidnap & RansomMedical MalpracticeProfessional LiabilityTechnology Professional

http://www.crcins.com/find-staff.aspx

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SCU: A Leading MGA in the Nation

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http://www.scui.com/find-staff.aspx

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SCU Products

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SCU Recent Success

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Risk Line of Business Premium

Grill Manufacturing General Liability $46,000Lawyer Professional Liability $2,582Flag Manufacturing Package $1,350Heavy Truck Repair Garage $4,500Paving Equipment Manufacturing General Liability $13,225Music Venue Liquor Liability $27,000Pallet Manufacturing Property & General Liability $9,500Fire Suppression Contractor General Liability $3,450Restoration Contractor General Liability & Pollution Liability $2,000Nightclub General Liability $12,500Coastal Rental Dwellings Property $5,500Commercial Roofer General Liability $18,500Roofer General Liability $2,500Ranch with ATV Trails General Liability $14,000Amusement Park Property $12,500Conduit Contractor General Liability $84,000Personal Care Home General Liability & Professional $3,500Fraternity House Property $2,500Monoline Sexual Abuse $5,000Contractor Staffing Agency General Liability & E&O $2,500Fire Suppression Contractor XS $1,800Insurance Agents E&O $2,000Medical Lab Techs E&O $3,500Convenience Store (AL) Liquor Liability $2,100Waterproofing General Liability & XS $14,700Coastal Hotel Property $18,500

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CRC Group

Transportation

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SCU Transportation – Office Locations

Washington

Oregon

California

Nevada

Idaho

Montana

Wyoming

Colorado

Utah

New MexicoArizona

Texas

Oklahoma

Kansas

Nebraska

South Dakota

North DakotaMinnesota

Wisconsin

Illinois

Iowa

Missouri

Arkansas

Louisiana

Alabama

Tennessee

Michigan

Pennsylvania

New York

Vermont

Georgia

Florida

Mississippi

Kentucky

South Carolina

North Carolina

Maryland & DCOhio

Delaware

Maine

New Hampshire

MassachusetsRhode Island

Connecticut

New Jersey

VA

West Virginia

Indiana

Denver

Des Moines

Minneapolis

Buffalo

Scarborough

Jenkintown

Sumter

Orlando

Tampa

Houston

Dallas

Salt Lake City

Fresno

Jackson

Boise

Seattle

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Eric Padags

Southeast Regional Manager

727-532-6200

[email protected]

Julie Sirois

Northeast Regional Manager

207-885-6234

[email protected]

Transportation TeamChris Slezak

Midwest Regional Manager

612-253-2430

[email protected]

Doug Sleight

West Regional Manager

720-282-2518

[email protected]

Regional Contact Information

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Class of Business Percentage of Revenue

• Trucking Long Haul 65%

• Trucking Local Int 20%

• Public 4%

• Business Auto 3%

• Limo 3%

• Garage 2%

• Bobtail 2%

• Taxi 1%

Percentage of Revenue by Class

Class of Business

• 80% of written business is with In-House Binding Authority • 20% of written business is Brokered

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• Armored Car Services

• Daily Automotive & Truck

Rental/Auto Dealer

• Coal Truck

• Contracting Fleets

• Commercial Auto

(Commercial & Special

Purpose)

• Couriers

• Driving Schools

• Dump Truck Liability &

Physical Damage

• Fleets

• Fuel Haulers

• Garbage Trucks

We Can Broker or Underwrite: AVAILABLE COVERAGES:

• Physical Damage

• Cargo

• Excess Liability

– (Inc. Buffer Layers)

• General Liability

• Bobtail & Deadheading Liability

• Garage Keepers Legal Liability/Dealers Open Lot

• Liability

• Hired and Non-Owned Auto

• Truckers Occupational (Accident and/or Workers’ Compensation)

• Trailer Interchange Insurance

• Hazardous Material Haulers

• Limousine Services

• Livestock Haulers

• Local Delivery

• Logging Operations

• Long-Haul Trucking

• LPG Haulers

• Manufactured Home Haulers

• Non-Emergency Transport

• Petroleum Haulers

• Sand & Gravel Haulers

• Taxicabs

• Tow Trucks

• Long, Intermediate and Short-Haul Trucking

Trucking, Commercial and Public Auto

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FLEET PRE-QUALIFICATION

INFORMATION

• Name and address

• MC/DOT Number

• Expiration Date

• Number of Power Units

• Radius of Operation

• Commodities Hauled

– Hazmat or not

• Loss Summary with Specifics on

Losses more than $50,000

– Current Carrier

• Specifics on Current Program:

– Pricing

– Deductible

– SIR

– LOC

Information Needed to Quote – we are as fast and as good as the data we get

Fleet Information Needed To Quote

• Completed Fleet Application

• List of Drivers, including

– Dates of birth

– Dates of hire

• Motor Vehicle Reports on All Drivers

– Dated within last 90 days

• Equipment List:

– Year, Make, Model, Stated Account Values

• Loss Summary by Line of Insurance

– Less than 50 Units: Three years required

– More than 50 Units: Five years required

• Detailed Loss Runs

– Valued within 90 days of effective date

– Less than 50 Units: Three years required

– More than 50 Units: Five years required

• IFTAs

– Three years required

• Financials if there are more than 25 Power Units

Fleet Coverage

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CRC Programs Overview

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How to write business?!?!

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1. Contact Local CRC or SCU Brokers

2. Accord Applications

– Are they complete?

– Loss Runs

3. Advise Wholesaler what other markets have seen the risk and expiration date

– Is it a renewal or New

– Do you control the account

4. Agent provides a detailed summary about the risk

5. Ask CRC Group Broker to provide flyers and information to help explain the

coverage to the clients

CALL, EMAIL, OR TEXT CRC GROUP BROKERS AND UNDERWRITERS

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Western

Justin Milhollan

Associate Broker

(303) 808-1513

[email protected]

National

Jason B. Boger

SVP Agency Distribution

Office Direct:

704.953.8716

[email protected]

WESTERN

Allison Talus

Personal Lines Director

Office Direct:

303.334.2211

[email protected]

CRC Group Contacts

NATIONAL

Frank Caifa

Business Development

631.559.5932 - Cell

CENTRAL

Jerry Alongi

Office President SCU

Chicago

Phone: 312.879.7109

Cell: 630.842.8275

[email protected]

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Become a Producer

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Get Appointed with CRC Group

Appointment Forms may be downloaded from:Smart Choice Virginia Agents Program News

1. Signed Brokerage Agreement - All requested information should be completed on the document, including the name of the agency on page 1. Signatures for BOTH the authorized officer AND the witness are required. Please ensure the agreement is dated. All four pages of the agreement must be returned in one transmission.

2. Completed Producer Profile - the name listed on the profile must match the agreement. If the agency is a sole proprietorship, the legal name needs to be listed on the Producer Profile.

3. Current copy of E&O showing limits of at least 1 million aggregate. If the agency is a corporation, the E&O needs to show that the corporation is covered under the policy.

4. Current copy agency/ agent license for the state of residence. If the agency is located in Tennessee, a surplus lines license is required. For Florida agents, both the agent and agency license must be submitted.

5. Current W-9 form - Please complete, sign and date. Make sure to include legal name and dba, if any. The first line of the form cannot be left blank.

All information should be returned to: [email protected]