Arlington/Roe & Co., Inc.
www.arlingtonroe.com
8900 Keystone Crossing Suite 800
Indianapolis, IN 46240
Contact: Joe Ricigliano
Phone: (800) 978-9891
FAX: (317) 554-8551
jricigliano@arlingtonroe.com
Percent of business in Illinois by line:
Commercial: 85% Personal: 15%
Premium Volume: $100,000,000
Are you currently appointing new agents? Yes
What type of agency is your company looking for? Agencies with at least 3 years in business, 1,000,000 in premium volume and 3 standard carriers.
What are your premium volume requirements? (In profit sharing? In life?) We look for $15,000 - $25,000 annual commitment. No profit sharing.
Are you currently doing any niche-marketing program? High Value Homeowners, Long Haul Trucking, D&O/EPLI, Aviation, Products, Commercial Property and Environmental coverages.
What is your company’s most aggressive line of business? Personal Lines, Transportation and Commercial Lines.
Do you use credit scoring? Yes. It is used by 2 of our companies for homeowners business only.
What methods do you use to distribute your insurance products? Independent Agents
What do you think makes your company different, or stand out from all the rest in Illinois? Why would an agent want to contract with your company? Our Experience, Expertise, Markets and Service.
If we had agents agree to sell homeowners policies with actual cash value endorsements, would you write more business in southern Illinois? We offer this coverage now.
Please list your Marketing Representatives and the territory they cover:
Joe Ricigliano – Commercial Lines
Anne Duncan – Personal Lines
Do you plan on retaining your current profit sharing agreements? N/A
Do you offer the ability for agents to integrate third-party reports into their comparative rating process? No
If yes, with what vendors have you developed and/or signed on to provide this technology? N/A
If not, do you have plans to do so? Please list estimated timeframe of when this capability will be available for Illinois agents? N/A
Do you offer single-entry new business upload from either comparative raters and/or management systems? No
If yes, how many transactions do you process a month? N/A
If yes, what vendors? N/A
Do you provide rates and assistance to comparative rating vendors? This is not applicable to our business.
Do you work with comparative rating vendors to improve accuracy? This is not applicable to our business.
What is your current real-time rating strategy? N/A – Please see last question (*).
Do you provide an agent facing website for your agent’s reference? N/A
Do you offer the ability to quote and/or issue new business? Yes
Which lines? On Selected Professional and Personal Lines Products
Can the transaction be bound online? Yes
Can your agents service in-force policies? Yes
Which lines? Personal Lines
Describe the service transactions available: Online endorsement processing on selected personal lines products.
Do you publish agent manuals and policy forms on-line? Yes – Personal Lines Only.
Do you have upload? No
Do you support policy download? No
Do you support direct bill commission statement download? No
Which agency management systems do you work with? ConceptOne by Epic Solutions
Live Systems? Yes
Are there any systems in development? Yes, no
Do you support real time service for inquiry? Yes
Which lines? Personal Lines
Claims? Agents can view claims information online.
Billing? Personal Lines Only
Do you have real time endorsement capabilities? No
Do you support either Transformation Station, Transact Now or other technologies? No
If yes, please specify: N/A
Is this technology available today? No
Please outline the top 3 technology initiatives your company will be implementing to benefit agency workflows, and describe how these initiatives will benefit the agency. (*)
We will be giving agents access to applications that can be completed online and submitted to underwriting for processing. This will improve our efficiency.
Developing online rating capabilities for commercial E&S products, creating better speed to market.
We implemented a new agency management system. This has improved our speed to market, our rating capabilities and policy issuance, resulting in better service.