| 1. |
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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. |
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Home Office Location
Address
City State Zip
Phone Fax
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| 3. |
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In what states do you do business?
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| 4. |
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Percent of business written through:
Independent Agents
%
and direct
% |
| 5. |
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| 6. |
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Number of agencies in Illinois: |
| 7. |
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Do you focus your underwriting in any specific industry?
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| 8. |
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Do you focus your underwriting in any specific line of coverage (i.e. WC)?
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| 9. |
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Do you have any "program business"? If yes, please describe:
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| 10. |
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Do you have a loss control department? |
| 11. |
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Where is your underwriting staff located?
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| 12. |
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Where is your claims staff located?
Do you use independent adjusters?
Yes
No |
| 13. |
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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. |
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What methods do you use to distribute your insurance products (i.e. independent agents, direct, Internet, assn. plans, etc.)?
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| 15. |
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| 16. |
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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?
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| 17. |
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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
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| 18. |
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What is your company position on agency profit sharing agreements (i.e. elimination, maintain, revise, introduce guarantee agreements)?
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| 19. |
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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?
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| 20. |
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What online services do you offer agents?
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| 21. |
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What is your company's top technology initiative to benefit agency workflows?
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| 22. |
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What type of training is offered to your agents for both products and sale?
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| 23. |
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Please describe the agency that best matches your company profile (i.e. size of agency, geographic area, agency experience, premium volume required, etc.):
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| 24. |
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Does your company support the Trusted Choice initiative by the IIABA?
Yes
No |
| 25. |
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How active is your company on a state and national level?
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| 26. |
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What concerns, changes, or challenges does your company face now and in the future?
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| 27. |
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Would your company have an interest in participating in a collective "meet the markets" meeting with Illinois agents seeking appointments?
Yes
No
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| 28. |
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What is your most single important item, service or initiative that the PIIAI can offer you?
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