Onboarding: Agency Solutions
Helps us understand your agency’s focus and strengths, allowing us to tailor product access and support your business goals.
Agency Name
*
Greatest Insurance Product Need:
*
Business Distribution Breakdown (estimation):
*
% Amount
Est. % Personal Lines Business
Est. % Commercial Business
Est. % Employee Benefits
Est. % Placed with Wholesalers/MGAs
Premium Distribution Breakdown (estimation):
*
% Amount
Est. % of Premium which is Property
Est. % of Premium which is Casualty
Est. % of Premium which is Programs/Niche
Est. % of Premium which is Other
Top 3 Standard Markets (estimation):
*
Market Name
Est. Premium Volume
Market 1
Market 2
Market 3
Top 3 E&S Markets (estimation):
*
Market Name
Est. Premium Volume
Market 1
Market 2
Market 3
Submit
Should be Empty: