Agency Profile · Appointment Pack · 8.5 × 11 · 4 pages · FillableReturn: [email protected]
TIE
Agency Appointment Pack · 2026

Agency Profile.

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01

Agency Overview

Sole Proprietor Partnership Corporation LLC
Yes No If yes, list group →
Has the agency name changed? Yes No Has the agency been sold/acquired? Yes No Has the agency merged with another? Yes No
02

Key Contacts

Name · Phone · Email for each
FunctionNamePhoneEmail
Accounting
Licensing
Endorsements
Claims
Renewals
Main Contact for TIE
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03

Producers Marketing TIE

List up to 4 — attach more if needed
NameTitlePhoneEmail
04

Operations

YesNo
YesNo
YesNo
% Retail % Wholesale
% Fleet % Non-Fleet
05

Sales Volume

Total agency premium & transportation premium
YearTotal Agency PremiumTransportation Premium
2026 Projections
2025
2024
2023
2022
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06

Top 5 P&C Markets

Where you place insurance today
Company Name MGA / Direct If MGA · how accessed Years Trucking $ Loss %
MGADIR
MGADIR
MGADIR
MGADIR
MGADIR
07

Estimated Production With TIE

SourceCurrent YearNext Year
New Business
Existing Renewals
Book-Move Opportunity
Total
08

Accounting

YesNoIf no, describe →
YesNo
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09

Errors & Omissions Coverage

Attach current in-force E&O dec page
CarrierPolicy #Policy TermLimitDeductible
Has your agency had any E&O claims in the last 5 years?   Yes   No Any judgments or liens filed, paid, or dismissed in last 5 years?   Yes   No Has any principal been found guilty of, or pled no contest to, a non-traffic crime?   Yes   No Has any producer been censured (other than failure to complete CE)?  Yes   No
10

Authorization to Obtain Information

The Federal Equal Credit Opportunity Act prohibits creditors from discriminating against credit applicants on the basis of race, color, religion, national origin, sex, marital status, age; because all or part of the applicant's income derives from any public assistance program; or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act. The federal agency that administers compliance with this law is the Federal Trade Commission · ECOA Compliance · Washington, DC 20580.

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