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Resources and Training
Monoline stands with you as your "Agent Ally," committed to steamlining your business with online solutions that eliminate the need for paperwork and manual data entry. Use the resources below to learn how we can revolutionize your personal umbrella policy placement processes.
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Monoline Platform Walkthrough
Join Rachel Crump, Agency Transfer Manager at Monoline, for an in-depth tour of our cutting-edge platform. Discover how effortless it is to streamline the process of quoting and binding personal umbrella insurance with Monoline. Get ready to revolutionize your insurance experience!
Quoting and Binding Demo
Jerod Blakestad, co-founder of Monoline provides a quick demo of our quoting and binding platform. Turn days into minutes for your personal umbrella policy placements!
Downloads
Elevate your expertise with our latest collection of resources, specifically curated to supercharge your success.
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QuickStart Guide
Hit the ground running with this guide to help you quickly understand the basics of the Monoline platform.
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Policyholder Benefits Sheet
A simple one-page PDF introducing Monoline that you can email to your customers to help boost your sales.
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Policy Specimen
Monoline's Policy Specimen enables you to confidently review our personal umbrella insurance policy.
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Why Pay a Little More for a Monoline Policy?
Insured-Facing
Occasionally, Monoline policies are a little more expensive than our competitors. Download this brochure to share with your clients to help explain why our coverage and convenience are worth the price. -
Policyholder Benefits Sheet
Insured-Facing
Our updated one-page PDF introducing Monoline that you can email to your customers to help boost your sales. -
Monoline Introduction for Account Executives
Agent-Facing
Download this simple one-page PDF to share with the Account Executives in your agency to introduce Monoline and help get them started on our platform.
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It was the most awesome experience I have had in 25 years!! I want to work there!!! 🙂
I love writing with you guys, the simplicity of it all is AMAZING, and next to none.
Best experience! So easy and great customer service!
Monoline has been saving me time and energy since my first quote, and I have to say, it's made a huge difference in my day-to-day work. It's so user-friendly and intuitive, and I appreciate how it simplifies the process of creating personal umbrella quotes. I can't imagine going back to the old way of doing things!
System is amazing and the client loved the email with payment instructions!
Love this platform so far!
I loved being able to email the payment link for the client to handle. Great to have that off our plate and a huge time saver.
If you’re not using Monoline for umbrellas yet you’re missing out!
The process was wonderful. I cannot wait to issue the next one!
Sooooooo easy! Loved it!
It is super easy. Mine had to go to underwriting for approval and they were very helpful and very speedy. I see a bright future for our relationship!
I just started using the system and it’s brilliant.
The entire process from quoting to issuing was extremely easy, thank goodness because nothing in insurance is easy anymore 😂
Flawless interface, great experience.
I just issued my first policy with Monoline! I used the “send link payment” option which is a super helpful feature. Overall, it was a very simple and intuitive process - I’m a big fan.
Thank y’all! I love the ease of the quoting platform and that we can send a direct link for the insured to pay.
I love it! Super easy to quote and bind 🙂
The process was so easy and I love that we can send a payment link directly to our insured. Very pleased!
NataliePrivate Client Service Advisor
I found the binding process to be very straightforward, as well as user friendly, so wins all around.
HeatherAccount Executive
Truly such a lovely process. It’s such a user friendly system, easy to bind/submit payment. Fantastic! I hope to quote/bind many more of my clients with you!
SarahAccount Executive
The binding process was easy and the system is user-friendly, 10/10!
I enjoy the ease of working in Monoline’s platform. It is a great product and so grateful we have the ability to offer it to our customers.
Monoline has been a pleasure to work with!
Monoline is a unicorn in our field. I recommend all of my agencies’ standalone umbrellas be quoted with Monoline.
It was SUPER easy! The way the system works and how clean the process is - even on the approvals for underwriting! So seamless and painless!
I wish everything in insurance was this easy!
Your system was easy to use and the service has been great
That was fast - I just issued my first policy! The system was super easy to use! Our agency has a few on the books now… we’ll keep on quoting/issuing!
Monoline is a great product with a super easy process!
The process is super simple and the emails to the clients from the system look great!
It is very straightforward and easy to use. I’m a big fan.
PeteAccount Manager
I was able to get set up and quote in the system and it was extremely easy! I can see us doing a lot of business together. Thanks again!
AdamPresident
We are very excited using Monoline. You couldn’t make it any easier if you tried. Perfect timing in a world where splitting policies to reduce cost is a common thing.
LisaSr. Vice President, Private Client Advisor