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Agency Name

Agency Phone

Address

City

Zip code

Corporation/Partnership/Individual

Year Established

Number of locations

Number of states licensed in

E&O Carrier

E&O policy #

E&O Policy effective date

Primary Owner/ Principal name

Phone

Home address

Website

What Agency Management System do you use?

Average monthly NB homeowners quotes

How many HO3 policies bound per month

Average Home Replacement Value

How do you generate HO leads

Do you use Comparative Rater for quoting? Which one

Total book size

What percentage of book is PL

What percentage of PL is HO

Year-over-year written premium growth

Provide your loss ratio for each of the last three years

How many carriers do you represent?

Top 3 carriers agency writes the most homeowners insurance with

Carrier 1

Annual Premium Volume

Est Loss Ratio

Carrier 2

Annual Premium Volume

Est Loss Ratio

Carrier 3

Annual Premium Volume

Est Loss Ratio

Why Trident

Product Offerings

Leadership

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