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.

Platform Videos

We've compiled a library of short videos to help familiarize our users with the features of our platform.

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.

  • QuickStart Guide

    QuickStart Guide

    Hit the ground running with this guide to help you quickly understand the basics of the Monoline platform.

  • Policyholder Benefits Sheet

    Policyholder Benefits Sheet

    A simple one-page PDF introducing Monoline that you can email to your customers to help boost your sales.

  • Policy Specimen

    Policy Specimen

    Monoline's Policy Specimen enables you to confidently review our personal umbrella insurance policy.

Testimonials

See what our users are saying about us.

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!

Michael
Sr. Account Executive

System is amazing and the client loved the email with payment instructions!

Aaron
Risk Management Advisor

Love this platform so far!

Jenna
Agency Owner

Sooooooo easy! Loved it!

Shannon
Partner

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!

Loretta
Senior Premier Account Executive

I just started using the system and it’s brilliant.

Josh
Principal Agent

The entire process from quoting to issuing was extremely easy, thank goodness because nothing in insurance is easy anymore 😂

Ro
Account Executive

Flawless interface, great experience.

Peyton
Account Executive

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.

Kelly
Account Executive

Thank y’all! I love the ease of the quoting platform and that we can send a direct link for the insured to pay.

Savanna
Personal Lines, Private Client Services Partner

I love it! Super easy to quote and bind 🙂

Amanda
Personal Lines, New Business Manager

The binding process was easy and the system is user-friendly, 10/10!

Amy
Account Executive

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.

Darlene
Account Executive

Monoline has been a pleasure to work with!

Santana
Account Executive

Monoline is a unicorn in our field. I recommend all of my agencies’ standalone umbrellas be quoted with Monoline.

Dave
Agency Principal

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!

April
Account Executive

I wish everything in insurance was this easy!

Nancy
SVP

Your system was easy to use and the service has been great

Teresa
Account Executive, Private Client Practice Area

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!

Erin
Personal Lines Department Manager

Monoline is a great product with a super easy process!

Mason
Personal Risk Advisor

The process is super simple and the emails to the clients from the system look great!

Tracey
Account Executive, Private Client Services

It is very straightforward and easy to use. I’m a big fan.

Pete
Account 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!

Adam
President

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.

Lisa
Sr. Vice President, Private Client Advisor