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Agency Name
*
Your Name
*
First Name
Last Name
How Long have you been in business
*
Please Select
Less than 2 years
2-5 years
5-10 years
10+ years
Where are the majority of your clients located (State)
*
Please Select
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
DC
Your agency's website URL (type "None" if no site)
*
What Best Describes Your Product Mix?
*
Please Select
90% Personal / 10% Commercial/Other
75% Personal / 25% Commercial/Other
60% Personal / 40% Commercial/Other
50% Personal / 50% Commercial/Other
40% Personal / 60% Commercial/Other
25% Personal / 75% Commercial/Other
10% Personal / 90% Commercial/Other
Which best describes you agency's book of business (niche)?
*
Please Select
We have a strong niche focus and only write business in our niche
We are focused on our niche, although our book is generalist
We are a generalist and work with many client types
Which best describes your agency? (Employees - please count yourself)
*
Please Select
1-3 Employees
3-8 Employees
8-15 Employees
15-25 Employees
Greater than 25 Employees
Which Agency Management System do you utilize?
*
Please Select
Applied Epic
Applied TAM
AMS360 (Vertafore)
EZLynx
Hawksoft
Momentum AMP (NowCerts)
Other - Not listed
None - No Management System
Which Personal Lines Rating Engine do you use (if any)?
*
Please Select
EZLynx Rating Engine
PL Rater (Vertafore)
TurboRater (ITC)
None - No Personal Lines Rater
Other - Not listed
Are you a member of a Agency Network or Cluster?
*
Please Select
Member of a Network
Member of a Agency Cluster
Member of the Big I (State)
None
Do you currently have appointments with any of these P&C carriers? Travelers, Progressive, Liberty/Safeco/State Auto, Nationwide, Auto-Owners, The Hartford
*
Please Select
None of the above
One Carrier Listed
Two Carriers Listed
Three Carriers Listed
Four Carriers Listed
All Listed
Do you place business through these wholesalers/intermediaries? RT Specialty, AmWins, CRC/Tapco, RPS, Burns & Wilcox, XS Brokers, Johnson/Johnson
*
Please Select
None of the above
One Intermediary Listed
Two Intermediaries Listed
Three Intermediaries Listed
Four Intermediaries Listed
All Intermediaries Listed
What best describes your Profit Sharing results from last year?
*
Please Select
Received no Profit Sharing
Received between $1 - $25,000
Received between $25,000 - $100,000
Received over $100,000
What is your trailing 12 months (or last year's) P&C revenue?
*
What is your trailing 12 months (or last year's) P&C Premium Volume?
*
What was your revenue growth last calendar year?
*
Please Select
None
0-5%
5-10%
10-15%
15-25%
Greater Than 25%
What is your projected growth (in revenue) over the next 3 years?
*
Please Select
None
0-5%
5-10%
10-15%
15-25%
Greater Than 25%
What is your primary reason to consider ISU Steadfast?
*
Please Select
Carrier Access - Personal Insurance
Carrier Access - Commercial Insurance
New Business Incentives
Enhanced Profit Sharing from Combined Results
ISU Steadfast Community & Reputation
Commercial API Based Submission Technology (ISU Steadfast Quote & Bind)
How did your agency find ISU Steadfast?
*
Please Select
Telephone Message
Website inquiry
Contacted by ISU Steadfast (directly)
Insurance Journal
ProgramBusiness Newsletter
Momentum AMP Referral
Current Member Referral
Other
Prospect Agency: key contact email
*
example@example.com
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