ENHANCING THE PRODUCER EXPERIENCE
Your Path
to Yes
Starts Here
Reimagined Experiences to Power Your Growth
The Path to Yes is a commitment to our partners: when you trust us with quality risks, we find the “yes” to take them from blocked to bound and from renewed to retained. No dead ends. No lost momentum. We are here to clear the way forward. Because a “yes” isn’t just a bound policy—it fortifies your reputation and respects your time.
Here you’ll find the concrete, functional improvements we are making to remove blockers, increase responsiveness and transparency, and give you control of how you show up for your clients.
More Sales
Velocity
Capture high-quality risks at the speed of the market with competitive products, specialized solutions, and broader eligibility.
More Post-Bind Confidence
New tools offer clearer, more consistent information to support smoother post‑bind experiences.
Competitive
Renewals
Add value for your clients, reinforce your advisory role, and keep more business with renewal tools that set you up for success.
Expert
Advocacy
Get the strategic partnership and responsive service that protects your reputation & enables your growth.
Milestones on the Path to Yes
July 2025
Dedicated Service with the Producer Advocacy Team
Your champion for post-bind solutions helps find the “yes” for strong business.
October 2025
Zero-Guesswork Roof Geometry Prefill
Auto-populated roof geometry in the quote ensures accuracy.
DECEMBER 2025
Regional Underwriting for Consistent Decisions
Every underwriting decision is informed by regional realities.
JANUARY 2026
Roof Age Verification to Reduce Post-Bind Shifts
Third-party at-bind verification ensures a strong underwriting fit.
Easy & Accurate Drone Assessments
High-quality drone images expedite underwriting evaluations.
February 2026
Fast Roof Replacements with RoofMarketplace
Connect clients with vetted roof contractors to replace old roofs and keep policies in place.
March 2026
Competitive Renewal Offer Alternatives
Instantly compare renewal offer alternatives optimized for savings—all within Agent Portal.
April 2026
New Protection Assessment Experience
Improved experience offers more transparency and clearer guidance on making the home safer.
COMING SOON
More Enhancements in the Works
Stay tuned for more details.
TRANSFORMING TRADITIONAL INSPECTIONS
Protection Assessment Experience
The Protection Assessment emphasizes your advisory role and keeps the focus on what matters most: your client’s safety. With a consultative approach to safeguarding the property, the experience identifies action items to address potential hazards, paired with photos and guidance to resolve them.
WHAT’S NEW
See the Experience
Get a first look at the improvements we’re rolling out.
Path to Yes FAQs
Get fast answers to your producer experience questions.
The Path to Yes is our commitment to evolving the producer experience by removing traditional friction points and replacing them with a high-velocity, transparent partnership. It represents a shift in our operating system toward advocacy and reliability.
This initiative introduces tools like the Resolution Center and the 1-day SLA to ensure that sales velocity, onboarding, and renewals are predictable and efficient. It moves the producer from a messenger to an expert advisor with full visibility into the underwriting process.
The Protection Assessment is a reimagined, benefits-first property evaluation that replaces the traditional inspection process. It focuses on your client’s safety and provides clear, actionable steps to resolve property vulnerabilities.
The Protection Insights Report is the digital asset that translates an assessment into transparent data. Available in both the Agent Portal and the client’s SageSure account, it ensures you and your policyholder are working from the same information in real time.
Action items help the client understand that the professional recommendations protect their greatest asset. Each action item includes photos and clear guidance on what the potential hazard is and how to safeguard the property. This moves away from punitive compliance language toward a consultative approach.
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Directly within the Protection Assessment dashboard, you can select “Take Action” to resolve an action item by uploading photos and documents that verify the protection measure is in place. You can also ask a question for fast clarification or share a concern regarding potential discrepancies.
