Search for your situation in plain words
Don't hunt through folders. Just type what's happening — "received your quote", "signature", "pending cancellation", "renewal", "needs roof photos". Results filter as you type. Use the Email / Text pills to narrow to one channel, or the category pills to browse a whole stage of the sale (New Lead, Renewals, E&O Documentation, and more).
Know the template by its color
Every template is badged at a glance: blue means EMAIL (with a ready-to-use subject line), green means TEXT (short, SMS-ready). Click any card to expand the full message and read it top to bottom before you use it.
Quote Follow-Up — 1st Attempt
Hi [CLIENT FIRST NAME], I wanted to make sure you received the quote I sent over for your [LINE OF BUSINESS] coverage…
Copy, swap the highlighted fields, send
Hit Copy and paste into your email or phone. Every spot you need to personalize is highlighted in amber — [CLIENT FIRST NAME], [CARRIER], [EXPIRATION DATE] — so nothing gets missed. Replace each one, give it a final read for your state and situation, and send. That's the whole loop, usually under 30 seconds.
Use the Reference library to answer questions
When a client (or a new teammate) asks "what's the difference between CG2010 and CG2011?" or "DP1 vs DP3?", open Reference, search the topic, and read the plain-English explainer. Filter by line of business — Sales, Personal Lines, Commercial Lines, Surety Bonds — to find what you need fast. It means everyone in the agency answers the same, correct way.
Compare Additional Insured — CG2010 vs CG2011
The CG 2010 and CG 2011 are both endorsements used to add additional insureds, but they differ in scope…
Tips from working agents
- Use the follow-up sequences in order. 1st attempt is friendly, 2nd adds urgency, the final attempt is a polite breakup. Skipping straight to urgency burns leads.
- Texts get read; emails get saved. Use texts for speed ("did you get my email?"), emails for anything you may need a record of.
- The E&O Documentation templates are your paper trail. When a client declines coverage or chooses lower limits, send the confirmation email the same day. Keep the sent copy.
- Train new hires with Reference. Point a new CSR at the reference library on day one — it's the fastest way to get consistent, correct answers out of your whole team.
- Can't find what you need? Use Request a Template (top of the library) — the most-requested wording gets added.