Number One Agency Newsletter
January 2014

lose the paper in 2014RLI: Bye-Bye Paper Applications

Considering your New Year’s Resolutions for 2014? Already made and broke a few? (Yeah, us, too.) We have one you may just be able to keep…and it will help you be more efficient and green, too. The agents jumping on this process are loving it!

Start using PUP Access to submit business for the RLI Personal Umbrella. This is an easy way to ditch the paper application and allow your clients the ability to pay online.

Not only can you write new business without a paper app, but PUP Access also helps you find...Policy Status...Billing Information...Copies of Policies, Endorsements, Renewal Applications, Policy Notices and Renewal Bills.

How it works… You review and complete the online application. Then, provide the application to your insured for review, eSignature and payment in one of two ways!

Option 1: Send a secure email to the insured to eSign and Pay Online
Option 2: Verbally provide your insured the website address, their personal login id and password.

Then, the insured verifies their information, eSigns the application and pays the bill via Credit Card or Electronic Funds Transfer.

Tools to Get Started with PUP Access:
If you are not signed up, email Linda Hafner NOW and get a username and login to get started. Please provide your agency name, address and phone number. Want to see how easy it is? Check out these tutorials: Create a User ID (video), eSignature Walkthrough (video), PUP Access 101 (video), RLI EZ User ePUP Guide (.pdf).

For more information about the RLI Personal Umbrella Liability Policy, contact  Linda Hafner, RLI Program Manager at the Number One Insurance Agency, Inc. at 800.742.6363 ext. 368.

Flood: We’ve Got the Whole Package - Learn It, Market It, Sell It

Flood Insurance: you know it’s important, often mandatory, and plain old unavoidable, especially in personal lines. It needs to be part of your agency’s repertoire. Fortunately, MAIA and Number One Insurance Agency have resources to help your whole staff Learn It, Market It and Sell It.

Learn It:
MAIA offers flood classes that meet state and FEMA training requirements and provide Continuing Education Credits on a continual basis. These courses are necessary for all insurance agents who sell Standard Flood Insurance Policies issued through the National Flood Insurance Program (NFIP). 

Market It: Reach Your current clients and prospects with these resources:

Sell It: Write your flood business with the MAIA/Number One and Hartford WYO Program. Our collective book of Flood business is almost $9 million and growing rapidly. As an agent YOU GET….On-line access to which includes:

  • Quick and Accurate Quotes that can convert into Applications
  • E-Delivery
  • Endorsement processing
  • Claim Reporting
  • LIVE CHAT SUPPORT!  - a quick and easy way to ask a question, get an answer and have the email sent to you to document the conversation. 
  • A Book Transfer & Training Consultant, who has been extremely responsive to our member agents. Have a book to roll-over and want to be sure it goes smoothly, contact Marcia Eden, (704) 972-5917.

Sign up by completing the Flood Enrollment Kit on our webpage and then fax it to 1-406-755-4403 (the number listed on page 1. (We say fax because the paperwork requires social security numbers but secure email will work, too.)

E&O: The Issue of Ratings & Insolvency

Our E&O team has been fielding questions regarding our E&O carriers' stance on carrier ratings, rating changes and insolvency. Agencies are encouraged to be aware of carrier ratings and changes that occur periodically throughout the year. Please refer to your current E&O policy’s wording.

We are happy to assist you with these and other E&O questions. Simply contact the E&O Department at 800.742.6363 or email Ellen Stoppel or Michelle St. Angelo.

MAIA: Solutions for the Business of Agencies

Successful businesses are always seeking ways to improve processes, streamline workflows, make internal tasks easier and more efficient. As your association’s agency, we want to remind you of two services offered by MAIA that are helping agencies do just that. These  products have been carefully selected and we think you may want to take a look...

 Ovation (Heartland) Payroll
As a business you need a payroll service. But did you know that other payroll companies aggressively market insurance products to your customers? Ovation won't go after your clients, and we like that.

MAIA made a seamless transition last year and endorses the superior technology and customer service they have provided our organization. In addition, as an Ovation customer, you can also take advantage of a customer referral program, by referring your commercial clients. Member Advantages include:

  • 20% off YOUR payroll services by mentioning MAIA
  • Protect your book of business
  • Opportunities for another revenue stream
  • Receive referrals back from Ovation
  • You maintain ownership of expirations on clients referred to Ovation

Further questions can be directed to Matt Barbaro, Ovation Payroll, 508.317.0026,


maia programsWAHVE – A Staffing Solution
Big or small it’s easy to feel understaffed during your busy season, vacation season, a medical leave, a retirement or just a change in your business. Managing workloads and staffing levels is tricky for agencies of all sizes. Technology has made outsourcing all types of insurance work a reality and there are multiple options out there.

WAHVE is a remote staffing company that provides experienced retired insurance industry professionals to agencies on a remote outsourced basis for full-time, part-time, or project work. We like WAHVE because they take the time to match you with a seasoned insurance professional in the area of expertise you need for the length of time you need it. This is a solution worth looking into AND Special MAIA Pricing has now been extended until March 31, 2014!

Learn more: How WAHVE works, The WAHVE process, What WAHVEs Can Do and contact Bill Hunt, Chief Sales Officer with further questions at 860.729.4400 or email


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Please update our office when there are changes to your email address (or with your agency staff). Also, please remember to include an email contact when sending any new business submissions. Keeping us informed helps us service you faster.

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