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Transfer Books - A Simple Move

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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.

Our streamlined transfer approach

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.

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.

Learn more with our digital brochure and reach out to our team: TransferTeam@westfieldgrp.com