Prospective Agency Appointment Application

        

SS# :

Fed ID:

       

Name of Agency:

       
Mailing Address
Street Address or PO Box:
City
State
Postal Zip:
          
Agency Address
Street Address:
City
State
Postal Zip:
 Phone: ( ) -

Fax:

( ) -
E-mail:
         

Resident Address

Street Address or PO Box::
City:
State:
Postal Zip:
Agency :
How long?:
License Number:
Is the Agency in any other business? Yes  No

If so give details:

       
Name of owners and key employees

Name:

Title:

Years Ins. Experience

   

References

Bank Address / Phone Other References

Other

          

Agency Volume:

List in the following percentages:

Personal Lines:
Auto:
Property:
Commercial:
Surplus:
Other:

What Agency Management system are you on:

Is Agency affiliated with a bank?:

Yes  No
Auto Agency?: Yes  No
Real Estate?: Yes  No

What kind of volume can Beacon expect?:

First Year
%Auto
%Property
         

P&C Companies Represented 

A. Company: Number of years:

Current year written premium:  $

# Months:    

Loss Ratio:    

1st preceding year written premium:  $

%earned loss ratio:    

2nd preceding year written premium:  $

%earned loss ratio:   

B. Company: Number of years:

Current year written premium:  $

# Months:    

Loss Ratio:    

1st preceding year written premium:  $

%earned loss ratio:    

2nd preceding year written premium:  $

%earned loss ratio:   

C. Company: Number of years:

Current year written premium:  $

# Months:    

Loss Ratio:    

1st preceding year written premium:  $

%earned loss ratio:    

2nd preceding year written premium:  $

%earned loss ratio:   

Comments:

    
or

          
It is agreed and understood that Beacon Insurance Group, in the procedure of processing their contract, may make inquires into my character, business and personal reputation, and financial standing, and in doing so have my permission to contact the companies I represent, my bank, business associates, and/or friends and acquaintances.

It is further understood that should the company procure an investigative consumer report, that in compliance with the fair credit reporting act (Public Law 91-508) The company shall upon written request, provide within a reasonable period of time, a complete and accurate disclosure of the nature and scope of such an investigation.


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