Company Profile Questionnaire

* =required.


1.  
 

Company Name*

Contact Name*                                                         Title
     
Address*

City*                                                   State*      Zip*
           
Phone*                               Fax
     
E-mail*                                        Website
     
You must enter a valid e-mail address for your form to be processed.

2.  
 

Home Office Location
Address

City                                                     State     Zip
           
Phone                                 Fax
     

3.  
  In what states do you do business?
4.  
  Percent of business written through:
                                                       Independent Agents %       and direct %
5.  
 
% of Split Business   Written Premium $$ IL Only Written Premium $$
   • Commercial % $ $
   • Personal Lines % $ $
   • Specialty % $ $
   • Health % $ $
   • Life % $ $
   • Other % $ $
6.  
  Number of agencies in Illinois:
7.  
  Do you focus your underwriting in any specific industry?
8.  
  Do you focus your underwriting in any specific line of coverage (i.e. WC)?
9.  
  Do you have any "program business"? If yes, please describe:
10.  
  Do you have a loss control department?
11.  
  Where is your underwriting staff located?
12.  
  Where is your claims staff located?

Do you use independent adjusters?
Yes     No
13.  
  Do you use marketing representatives? (If yes, please email a list of names & territories to Laura Richter at lrichter@piiai.org.)
Yes     No
Do they have underwriting authority?
Yes     No
14.  
  What methods do you use to distribute your insurance products (i.e. independent agents, direct, Internet, assn. plans, etc.)?
15.  
 
What commission percentage do you pay?
Personal Lines   Commercial Lines  
   • Auto %    • BOP %
   • Home %    • Package %
   • Umbrella %    • Property %
       • GL %
       • Auto %
       • Workers' Comp %
       • Umbrella %
       • Specialty Lines %
16.  
  What is your business plan for Illinois regarding projected growth in premium?

What products and/or industries do you plan to target?

Any new distribution methods planned for introduction?

What is your plan for agency appointments in Illinois? Grow/reduce/maintain?

Do you plan to expand into any new geographic areas in Illinois?
17.  
  What are your premium volume requirements?
   First year      Second year      Third year
Life or health premium volume requirements?
   First year      Second year      Third year
Profit sharing?
   First year      Second year      Third year
18.  
  What is your company position on agency profit sharing agreements (i.e. elimination, maintain, revise, introduce guarantee agreements)?
19.  
  Is your company currently utilizing a real-time multiple company rating system to interact with agency management systems or comparative raters?
Yes     No
If yes, what rating system?

If not, what is your current real-time strategy?
20.  
  What online services do you offer agents?
21.  
  What is your company's top technology initiative to benefit agency workflows?
22.  
  What type of training is offered to your agents for both products and sale?
23.  
  Please describe the agency that best matches your company profile (i.e. size of agency, geographic area, agency experience, premium volume required, etc.):
24.  
  Does your company support the Trusted Choice initiative by the IIABA?
Yes     No
25.  
  How active is your company on a state and national level?
26.  
  What concerns, changes, or challenges does your company face now and in the future?
27.  
  Would your company have an interest in participating in a collective "meet the markets" meeting with Illinois agents seeking appointments?
Yes     No
28.  
  What is your most single important item, service or initiative that the PIIAI can offer you?


For publication purposes, please email a high-resolution, full-color logo and photo of your C.E.O. or President to:
Laura Richter
Vice President Communications
PIIAI
4360 Wabash Ave.
Springfield, IL 62711
lrichter@piiai.org

If you have questions or need further assistance please contact:
Laura Richter
(800) 628-6436
Fax: (217) 793-6744