With the upcoming changes to our signature options, there is no better time than the present to provide access to our systems to your retail agents. In doing so, this allows the retail agent to self-service in the RLI producer portal, which is complete with customizable marketing material, current applications and policy forms, and access to the policy administration system: PUP Access.
We recognize that some retail agents may not write an RLI personal umbrella on a regular basis. Keep them up-to-date on our systems and program by providing or posting the links below to our training videos. These videos are not specific to any one partner and therefore can be utilized by anyone.
RLI Producer Portal walkthrough (specific only the the portal; ≈2 minutes)
RLI Personal Umbrella Training for Retail Agents (≈21 minutes)