Across
- 3. HUB's agency management system where client data is stored
- 5. Center, Customer service center staffed by carrier partner to provide service to eligible clients
- 6. Third party who acts as conduit between carrier and client to place and service insurance coverage
- 7. When carrier pushes policy information into our agency management system EPIC
Down
- 1. Salesperson responsible for bringing in new business and upselling and cross selling
- 2. Insurance Solutions Group (small business)
- 4. Insurance Company like Liberty Mutual or Travelers
- 6. Manager, Customer service representative who manages an independent book of business