Building your agency

CSE Subcode Training Webinar

CSE offers some of the most unique and competitive auto, home and dwelling fire products for preferred and non-standard risk. CSE National Account Manager, Mary Ann Paschall, presents details on their products and online system in the recorded session below. Your agency's review the webinar is required to qualify for a subcode with this desirable market.

Startup Guide

  • New Affiliate Training
  • My Agency Demos
  • Commercial Lines
  • Personal Lines
New Affiliate Videos
Chapter 1: Startup guide for Networked Affiliates (7 min)
Chapter 2: Submitting Commercial Lines Business (8 min)
Chapter 3: Submitting Personal Lines Business (5 min)
Chapter 4: My Agency (3 min)
Chapter 5: Commission payments and statements (3 min)

My Agency Demos and Guides
Submission Guide - Acords
My Agency Introduction (7 min)
Login to My Agency
Request Loss Run Reports (3 min)
Use Common Tools
View Team Contacts
Update your agency contact information
View New Business Pending
Training Questions
Getting Online with My Agency
My Agency Introduction (7 min)
Login to My Agency
Request Loss Run Reports (3 min)
Use Common Tools
View Team Contacts
Update your agency contact information
View New Business Pending
Commission payments and statements (3 min)
View online commission statements (print)
Training Questions
Commercial Lines Videos and Guides
Submit Commercial Lines New Business (7 min)
Quote & Issue Commercial Bonds - Liberty Platform Demo (12 min)
Best Practices for Commercial Lines Business (print)
Process for broker of record (BOR)
Process for master book roll
Renewal remarketing criteria
View New Business Pending
Commission payments and statements (3 min)
View online commission statements (print)

Acord Application Videos and Guides
How To Complete the Acord 125 for BOP (5 min)
How To Complete the Acord 126 for G/L (5 min)
How To Complete the Acord 130 for Workers' Comp (5 min)
How To Complete the Acord 140 for Property (5 min)
Submission Guide - Acords
BOP - Package Acord Guide
Workers Comp Acord Guide
Small Business Unit & Completed Acords (17 min)

Selling Tools from Leading Carriers
USLI Rater and Instant Phone Quote Demo - Recorded Webinar (15 min)
Chubb Management Liability - DecisionPoint Online Proposals Demo (38 min)
Business Income Chalk Talk Video (2 min)
Business Auto Chalk Talk Video (2 min)
Cyber Risk/Data Breach Chalk Talk Video (2 min)
Workers' Comp Chalk Talk Video (2 min)
EPLI Chalk Talk Video (2 min)
Share Hartford Chalk Talk Videos with Clients
D&O Scenario Video (2 min)
Crime Coverage Scenario Video (2 min)
Fiduciary Liability Scenario Video (2 min)
EPLI Scenario Video (2 min)
Share Chubb Scenario Videos with Clients
Training Questions
New Business Videos
Submit Personal Lines New Business (5 min)
View New Business Pending
Steps to prequalify home and auto risks
Steps for Escrow Close
Commission payments and statements (3 min)
View online commission statements (print)
CSE Subcodes Recorded Webinar: Product and System Overview (50 min)
CSE Video: E-signature Signing Process Training (4 min)
The Hartford Flood Video: Prepared by National Flood Services

Submission and Acord Guides
4 Keys to Personal Lines for Your Agency
Quick Start: Prequalification Steps and Brush Risk Check Definitions
Personal Auto Acord Guide
Homeowners Acord Guide

Comparative Raters & Quoting Platforms
EZLynx Rater How-to Video for Networked Affiliates (20 min)
Additional EZLynx Rater Training & Support
EZLynx Producer Codes by Carrier
FSC Rater Support Resources
FSC Carrier Codes and Credentials
Advice for Quoting Personal Lines Accounts
Travelers Product Overview - Quantum Auto 2.0 for California (35 min)
Training Questions
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