Spot for Sales Teams and Agencies
We get quotes that cover your reps on the road and the customer data they handle, then compare them with you on more than price.
Your Spot team records the advice, implementation and lead data you provide, how reps travel, what data they access and whether anyone can change payment instructions.
As proposals arrive from brokers, Spot checks which vehicles, drivers and trip purposes each auto proposal includes and how each professional form defines the services you sell.
Professional errors and omissions (E&O) insurance
Professional services · Claims-made terms
Juniper Consulting
Enterprise buyers attach insurance minimums to their master agreements. Share the agreement before signature, and Spot compares its required limits and wording with the policies you hold.
Professional errors and omissions (E&O) insurance
Juniper Consulting · Policy review
Confirm with your broker
Limits, exclusions, and endorsements
A new customer’s procurement team often wants a certificate before kickoff. Drop their requirements into your shared Slack channel and we’ll get a certificate ready and flag anything your policy doesn’t meet.
SamJuniper Consulting
Certificate of insurance
Juniper Consulting
Ready for your review
Share what you do, where you work, the policies you have and any contracts that ask for insurance.
Spot turns it into an application that describes your business the way insurers need to see it.
Spot handles the procurement, sending it to the insurers and markets that cover businesses like yours and chasing every quote.
We put the quotes side by side on limits, exclusions and terms as well as price.
You choose. Spot places the policy for you, and certificates are ready when a customer or landlord asks.
Customers pay for your lead data, advice and promised results, and the professional form has to name that work.
Reps drive their own or rental cars to customer meetings and events, which raises hired and non-owned auto questions.
Setting up equipment or running a demo at a customer’s premises is a general liability question.
CRM exports, call recordings and customer credentials belong in your cyber application.
The policies companies like yours are usually asked for, and when each one comes up.
A customer relies on sales advice, implementation, forecasts, lead data or a sales deliverable.
Sales staff host demonstrations or perform work at customer premises.
Employees use personal or rental vehicles for customer visits, events or deliveries.
Sales staff export CRM data, record calls or access customer credentials and payment information.
Staff can redirect remittance details, initiate refunds or handle customer deposits.
Get quotes from 50+ sales insurance providers with Spot.
Ask which deliverables and promises the professional form names as insured services, and what it excludes.
List demonstrations, installations and events in the application, and check the exclusions and sublimits that apply to them.
Hired and non-owned auto depends on vehicles, drivers, purposes and states. Have employees check what their personal policies address, too.
Cyber forms differ on vendor systems, response, defense and interruption, so ask how each proposal treats them.
Ask which crime form, if any, addresses that payment authority, and what verification conditions apply.
Also known as sales agency insurance, sales rep insurance, independent sales rep insurance, manufacturers’ rep insurance, outsourced sales insurance and sales consultant insurance.
Get quotes from 50+ sales insurance providers with Spot. Keep your broker or switch, with no commissions on premiums.
Get StartedRead these before you choose a policy or an insurer.
