For Admins 💙

Hi there!

June 2026

Helping your team get started with Monoline

Whether your agency is newer to Monoline or you just haven't had a chance to start quoting yet, this month's resources are designed to make that first step easier.

We're sharing a few simple ways to get comfortable with the platform, including our upcoming training sessions: Meet Monoline with Jan and Agency Admin Essentials.

You'll also find the latest installment of our Umbrella Conversation Series, with practical guidance you can use in client conversations.

Two New Training Sessions This Month

Training Sessions

Whether you're an Agency Admin or an Agency User, we've got two sessions you'll want to check out:

For agency admins, our new webinar Agency Admin Essentials is a great event for new and seasoned admins. We'll share new updates, go through best practices for user management, and much more. Register at this link.
For AEs and producers, our next Meet Monoline with Jan session is happening June 23rd at 12pm ET. It's a great refresher for anyone looking to get acquainted with our underwriting appetite and get their questions answered live. Register at this link.

The Umbrella Conversation Series

Selling Personal Umbrella As A Long-Tail Product

A Better Way to Explain "Why Now?"

When clients push back on umbrella coverage, timing can be one of the strongest parts of the conversation.

The final post in our Umbrella Conversation Series gives producers and AEs a simple framing for renewal and new business conversations.

Help Center Updates

Help Center Refresh

We've made a few updates to the Help Center to make it easier to find what you need.

You'll now see refreshed categories and expanded content across key topics like Getting Started with Monoline, Eligibility, Quoting and Binding, and more, with additional updates on the way.

If you have questions throughout the quoting and binding process, this is a great place to start!

SSO Configuration For Your Agency

Be the Agency Ops Hero

Agency admins can now configure SSO directly with your agency's identity provider using our new step-by-step guide.

The setup is designed to be straightforward and self-service, so you can help your team access Monoline more easily and securely, no IT ticket required.

Don't let non-renewals disrupt your book! Get proactive with SimpleSwitch. Find out why its loved by agents and agency leaders.

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