Driving season is ramping up. It’s the time of year when collector car owners are buying, driving, and looking to protect their favorite fun-to-drive cars. As insurance agents, this is a time when you can win new customers and retain your most important clients by providing best-in-class coverage for their prized possessions.
To help you make the most of your time and increase your success with Hagerty, we’ve put together quoting best practices so you can reach peak performance.
Hagerty Quoting Best Practices
For your best experience and to ensure correct attribution, be sure to quote at www.hagertyagent.com rather than www.hagerty.com.
When inputting the client’s vehicle(s) in the quote, select an option from the dropdown list rather than free typing the make/model/trim. This ensures valuation and quoting accuracy
Most quotes are issued online with no manual underwriting review. For those that do require further review, don’t promise a rate to the customer. Submit the quote so that we can underwrite - typically a 1-2 day turnaround.
Don’t have customer payment information yet? No problem. You can submit the application to be fully underwritten without payment.
When selecting a storage location, a condo parking garage is not considered a "private garage."
Use the Hagerty Valuation Tool® for accurate vehicle values. Undervalued vehicles creates risk exposure.
Hagerty encourages enthusiasts to get behind the wheel of their favorite cars, and they’re covered in all types of pleasure usage - like occasional commutes to work, trips to the beach, and family ice cream outings. Ensure you have a good understanding of your client’s actual usage - confirm yearly miles on the front end and don’t use a placeholder. Select the type of usage and/or mileage they realistically expect to drive each year.
Not all risks have black-and-white solutions. Call for unique situations, including:
Boats, Tractors, and Retired Commercial Vehicles
Use our Fact Finder form so you don’t have to call the customer back for additional information.
Ask about additional collector cars and motorcycles; often there are more than one.
Contact the Hagerty team after submitting the online quote to review possible discounts.
Ensure you retain Hagerty Drivers Club membership on the quote and know how to address any customer questions on the program.
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Before you hit the road – make sure you have the latest marketing materials by visiting the Agent Resources portal or get in touch with the Hagerty rep in your area.
Enjoy the ride this driving season!
Hagerty is a registered trademark of the Hagerty Group LLC, ©2024 The Hagerty Group, LLC. All Rights Reserved. The Hagerty Group, LLC is a wholly owned subsidiary of Hagerty, Inc.
*Based on internal Hagerty retention data as of 6/1/2024
**Compared to installment plans
***Hagerty member NPS scores as of 12/31/2023