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What if book transfers weren't a nightmare? What if your team could get back thousands of hours currently spent on umbrella policy renewals? That's exactly what Monoline's SimpleSwitch program delivers, revolutionizing how agencies manage their standalone umbrella policies.

In this deep-dive conversation with Rachel Crump, Monoline's Agency Transfer Manager, we unpack a game-changing approach to book transfers that's transforming agency operations. Born directly from agent feedback, SimpleSwitch is a fully embedded platform that handles everything from data collection to automated communications while keeping your agency firmly in control.

The numbers speak volumes: agencies save 2-3 hours per policy annually. For a modest book of business, that translates to hundreds of reclaimed hours your account managers can redirect toward relationship building and revenue generation. The magic lies in Monoline's comprehensive approach – we manage the entire renewal process with co-branded, customized communications that maintain your agency's voice and relationship with clients.

What sets SimpleSwitch apart is its perfect balance of automation and control. While communications flow automatically at 90 and 60 days pre-renewal, account managers remain CC'd on everything and can intervene whenever needed. This hybrid approach brings "new school technology with old school values," giving agencies the best of both worlds without sacrificing client relationships.

Beyond efficiency, SimpleSwitch offers financial benefits for both agencies and clients. Agencies earn increased commissions, while in most states, clients benefit from in-agency transfer discounts. And with Monoline's upcoming expanded coverage limits, you'll be able to offer higher protection without policy rewrites, eliminating excess layers and consolidating coverage under one roof.

Ready to transform how your agency handles umbrella renewals? Visit monoline.com/simpleswitch to learn more about this completely free program that's changing how agencies approach book transfers. Your account managers will thank you.

Ready to get started with SimpleSwitch?

• Visit monoline.com/simpleswitch, fill out the interest form, and Rachel will be in touch!
• Reach out to transfer@monoline.com and our Transfers Team will assist you.

Visit monoline.com to experience our revolutionary platform that's making personal umbrella insurance a breeze for agents across the country. Follow us on LinkedIn for the latest updates!