Agency Introduction Guide
WELCOME
You will use this template as a guide to creating your Agency Introduction. Your Agency Introduction will serve two purposes during your onboarding with Pacific Crest.
1 - Errors & Omissions (E&O)
The first step in your agency onboarding is to get your agency an Errors and Omissions policy. This is a professional liability insurance policy that will defend you in the event you or your agency makes a mistake.
2 - Carrier Appointments
Once your agency is properly covered with E&O our next step is to get you matched with carriers that will help you win and write more business in your market. This Agency Introduction is your first impression to your future carrier partners.
Agency
Introduction
By: Agent Name
Name of Agency
Agency Address, City, State, Zip Code
Agency Phone Number
Agency Email Address
Hours of Operation
WHO
WHAT
WHERE
WHY
Introduce yourself- Think of this section as an in-depth resume
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How long have you been licensed?
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Where are you licensed?
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List the agencies you have worked for.
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Where were they geographically?
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How long did you work there?
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What was your role in the agency?
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What lines of business are you proficient in writing?
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If you have not been a prior agency owner, what steps have you taken to prepare for the new role?
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What inspires you to own your own insurance practice?
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Where is your agency located and when did you open?
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Do you have an office location or will you work virtually?
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When is your agency opening?
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Who are the owners of the entity?
RISK
MANAGEMENT
Use this section to detail who your agency is and how your agency mitigates risks that come along with owning an insurance practice.
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You will want to detail what type of entity you have so an E&O carrier knows what they will be insuring.
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What type of entity do you have set up?
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When was the entity established?
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What processes and procedures will you have in your agency to avoid an E&O claim?
AGENCY
STAFFING
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Names of Staff Members
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Roles in the Agency (Admin, CSR, Producer)
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Experience in the industry
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License History
MARKETING &
LEAD GENERATION
Please detail what marketing initiatives you have in the agency. Include all active and passive marketing efforts. Carriers often have marketing assistance for agents- tell them what you do and how they can help you grow!
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Where will you get your leads?
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Are you a part of any professional groups in your area?
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Are you involved in your community?
NEW
BUSINESS
Discuss how you write new business. This is one of the carrier's biggest decision-making factors when looking to appoint a new agent.
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When a customer is coming to you for their insurance needs, what is most important besides price?
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Other than requirements from the carriers, does your agency have any internal processes and/or controls in place to ensure accuracy/profitability/quality? How do you track this and hold your agency accountable?
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Geographically, where is the home/condo business concentrated?
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What are the top10quoted zip codes for your agency?
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What is the agency’s new business marketing strategy?
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Please provide how your agency will obtain new clients.
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What is the average number of new business quotes your agency processes each month? What is the average number of new business policies written each month?
BUSINESS
EXPERIENCE
Now that you discussed what you plan to do with new business in your agency. We want to show the carrier that you are an experienced insurance expert by discussing what you produced previously
BUSINESS
RETENTION
In addition to how you will generate new business, carriers also are about how you will keep business. Please discuss your agency retention processes.
MARKET
TREND
Be an expert in your geographical region. What are the differentiators that will make your agency different than other insurance agents?
SOCIAL
MEDIA
List your social media links if you have them for your agency. Be mindful of the content you post on a social media platform as a business that potential carrier partners may see.
AGENCY
PRODUCTION
GOALS
