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Gross Annual Revenue (Excluding Profit Sharing)
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Age Of Agency
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Number Of Office Locations
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0 (Remote)
1
2
3
4
5
More Than 5
Mix Of Business
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List out the percentage of revenue in your agency book of business that is personal lines, commercial lines, life, health, benefits, etc
Top 10 Carriers By Policy Count
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Direct Written premium By Line Of Business
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Loss Ratios For Top 10 Carriers
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Please include the last 12 months of loss ratios and any special circumstances (abnormal area cat losses, etc)
Any Employees?
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No
Employee Count and Tenure
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Any Network Affiliations?
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Examples would be: aggregators or clusters (SIAA, PIIB, etc)
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Agency Owner Name (Primary)
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Last
Agency Owner Phone
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Agency Owner Email
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