Agency Profile Information Sheet

(Confidential information – for Internal Use ONLY)


Agency Name:  
Agency Address:  
Agency City, State, Zip  
Agency Phone:  
Agency Fax:  
Agency Website Address:  
General E-Mail Address:
 
Total Number of Employees:  
Total Number of CSR’s:  
 
What is your total agency volume – Personal & Commercial Lines?  
 
What percentage of split is your Personal and Commercial Lines volume?
Commercial Lines  Personal Lines 
 
Companies you represent for Personal Lines:
Company Name Volume  
     
     
     
     
 
Companies you represent for Commercial Lines:
Company Name Volume  
     
     
     
     
 
Do you have any areas of specialty, niche markets, etc? Please provide approximate premium for these areas:
Specialty Markets Approximate Premium ($)
   
   
   
 
What key factors affect your choice of carriers? (pricing, coverage, products)
 
 
 
 
Have you terminated any companies in the last 2 years?
Company Reason
   
   
   
 
Have you appointed any companies in the last 2 years?
Company Reason
   
   
   
 
What agency management system do you use, including version?
 
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