Mid-Semester Check-In

The Customer Support Team lead by VP Heidi Feist fields a ton of questions from agents across the country. We are licensed in all 50 states but not all carriers have markets there so there are significant variables when answering appetite questions. The best advice I can give agents is if an application doesn’t fit the main options, you can always submit those trickier ones to the All Other application.

Contents

Commercial Package

I worked on building the commercial package application. This helps agents with filling out Acord 125, 126, and 140. It will also be a great supplement for when other applications need Acords to be filled out.

Disaster

I am currently finishing up on the disaster application. I built in an additional underwriting questions section, which will help both agents and our underwriters. I helped clarify some of the questions throughout the application and have been working with Saaya to ensure that it is completely satisfactory. When finished, it will make it much easier for agents to submit applications and quickly receive quotes.

Experiences

So far, my internship has allowed me to cover a very wide range of responsibilities. My first couple of days I worked on writing a blog post and scouring their website for what could be changed or improved. I reached out to many people within the company with questions about their job and their responsibilities. This allowed me to experience and develop understanding for many different parts of their business.

Since starting, I have attended many different meetings with different underwriting groups within the company, marketing teams, and insurance agents. I have worked on several different analytical projects within Excel to help them with organizing agent data and in developing a quantitative understanding of which products are selling fastest and which products sell the least. I have assisted in developing marketing material for the company (Instagram posts, blog posts, and writing the newsletter). The major project I am working on now is developing and mapping disaster forms onto an online application.