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Making book transfers simple

Choose a stable, respected carrier with nearly 100 years of history.

Book transfers designed with your needs in mind

Through more than 40 years of book transfer experience, we’ve created a flexible, transparent process that makes things easy and delivers benefits for your agency
and your customers.
  • Flexibility

    In today’s market, we understand that it’s important to diversify your carriers. Together, we can decide which business to place with us, whether that’s specific policies or your entire book.
  • Personalized support

    Your dedicated transfer support team walks you through the process and provides access to our transfer network for real-time updates. We also communicate regularly with your agency to ensure full transparency and an effortless experience.
  • A seamless customer experience

    With the option for tailored communications, a diverse product selection to fit their protection needs and a variety of available discounts, we actively work to make the transfer process smooth for your customers.
  • Maximizing revenue opportunities

    Book transfers have the potential to increase agency revenue in several ways, such as helping you qualify for base/variable compensation payouts and helping improve your customer retention rate.

Our simplified process is powered by innovative technology

  • We perform a targeted digital analysis of your book of business; protecting the privacy of your agency and client information is important to us, so we use a secure third-party tool to pull only the data needed to determine which policies best fit our account profiles
  • During the digital analysis, we’ll provide insights into your data and portfolio opportunities
  • The Nationwide Transfer Network platform allows you to easily finalize transfer issues as well as view transfer and billing status
  • We free up your time from administrative tasks by giving customers a portal to review coverages, pay their bill and even request cancellation of their prior policy
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We create committed, long-term relationships to help you protect your business

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Getting to know you

We invest time and resources in getting to know your agency so we can deliver solutions that meet your needs.

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Making it easy

We provide service and support that allow you to operate with speed and efficiency.

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Partner in protection

We partner with you to deliver protection with extraordinary care and help customers mitigate losses.