Transfer Books - A Simple Move
Make the move to Westfield – transferring is a win-win for your agency and customers
Personal Lines | Small Business | Agribusiness
Transfer books offer a clear path to profitable growth for your agency. Besides cutting costs and boosting efficiency, it can also help you reach the next level of profit-sharing status with Westfield.
With some carriers, transfer books can be complex and confusing. That’s why we’ve make it a high priority to streamline the process and make sure you have our expert Transfer Book Team with you every step of the way.
Our streamlined transfer approach
Here’s a few ways we make transfer books such a simple move:
- Team effort: Dedicated transfer to make the process smooth and seamless.
- Underwriting ease: Treat each account as if it’s already part of our book of business, following familiar underwriting guidelines. Meaning less work and time commitment for your agency.
- Targeted training: Work with your staff to provide the best ways to walk customers through the transfer process as well as underwriting and marketing efforts.
- Tools at your fingertips: Access to our agency tool kit, all the resources and customer communication templates just a few clicks away.
- Timely service on all accounts: Work with your current underwriter for all new business opportunities, while our Transfer Book Team focuses solely on the business you’re consolidating.