Adding Value For Agents and Brokers

Travelers is dedicated to helping agents and brokers thrive in this highly competitive landscape. One of the ways we do this is by providing compelling content and the digital infrastructure agents and brokers need to easily launch campaigns that help them engage with consumers.

The toolkitPlus platform offers a full suite of free, customizable material, allowing agents and brokers to connect with customers via email, social media, video, digital advertising and more. The platform enables one-click posting of professional content across the agency’s social media channels, along with targeted email distribution and video sharing.

The goals of this platform are to seamlessly integrate Travelers material into the daily workflows of our agents and brokers, create efficiencies for them, and allow them to communicate with and educate customers – all while helping them establish their unique value proposition. 

The toolkitPlus experience was designed around the user and reflects familiar online shopping behaviors. When agents choose a marketing item to customize and use, they “add it to their cart.” They can put multiple items into their marketing campaign “cart” and “check out” to launch the campaign or save it for later. They can also rate a campaign on a scale of one to five “stars” if they see benefits such as consumer engagement through social media, video views and email responses.

toolkitPlus is also integrated into the Travelers Quote and Issue Platform through our New Customer Onboarding Wizard. New customers are automatically sent a “welcome” email with an invitation to review the agency and follow them on social media. Agents can also use toolkitPlus to sign up for loyalty-building emails throughout the year.

Overall, toolkitPlus helps agents to be future ready by bringing them the latest technology to help achieve their business goals. Watch this video to see what toolkitPlus is all about.