So here's the deal. I have a bookkeeping & tax business, and I am also fully licensed in Idaho (Life/Health and Property/Casualty) and I have an fully licensed agency in Idaho. I am really busy with the accounting portion of my business, but I currently have requests for quotes for commercial auto, business owners and commercial liability waiting to be quoted. But with my other workload, I just haven't had time to jump on anything. I don't want to lose them completely, but I just am pushing the limits on my time.

So I am looking for someone that I can get to quote and write the policies, but I would like to still be compensated. I would service the accounts, because they would be bookkeeping and tax clients as well and I would be the "trusted adviser".

Is there someone out there who can help me? With the bookkeeping business, I am constantly getting requests for commercial coverage for new and/or small businesses. But I don't have time to put all of the paperwork together and deal with back and forth to get it placed.

I'd gladly give up the majority of the commission to keep my clients happy. And I really would like to run any commissions under my agency, if possible.

So basically I make the initial contact, your company actually writes the policy doing all of the footwork on the back end and keep a sizable piece of the commission. And then I will be the contact for the client for any service needs.

I'd love to hear any thoughts on the whole idea.

A. Brian Cogan

We are in NJ, but with technology we write business all over the US. We are a family business with over 57 years of experience in all lines of insurance. As a generalist, we can help you with the small contractors, to professional exposures, to surgery centers, trucking, limos, habitational risks and just about anything else in the P&C arena. If you want to discuss the possibility of working together, send me your contact info at [email protected] and I'll give you a call.

We frequently co-broker for employee benefits shops that don't offer P&C. I'd be happy to talk more on a call. 310-694-3092 if you're interested.

I'm is Salt Lake City

I am a Risk Manager. I work with individuals and companies who want to make sure that the Insurance Policies (Contracts) they purchase meet or exceed their contractual needs. Most individuals and businesses deal with many types of contracts; they involve the lease of a premises or equipment, employment, construction work, product sale and delivery, transportation and cargo, to mention a few. My review makes sure the specific contract requirements are met by their insurance contracts. If, there are gaps in the protection the principals are notified, with solutions suggested. <o:p></o:p>

I typically do the contract review for free prior to being hired as their Risk Manager. <o:p></o:p>

As a Risk Manager I believe my job requires 5 promises.<o:p></o:p>

1) Do everything I can to help keep you in business and profitable.<o:p></o:p>

2) To ask questions that don’t always have simple or easy answers.<o:p></o:p>

3) Demonstrate integrity by not only telling, but also showing you the truth in the contracts reviewed.<o:p></o:p>

4) Because of 1,2 & 3 you will not like everything I say or suggest.<o:p></o:p>

5) I am not here to tell you how to run your business, only to help you accomplish #1.<o:p></o:p>

If I can be of help to you in any way please let me know
801-6315202 [email protected]

We could probably be of assistance. Would want to talk with you to discuss details. We are licensed in Idaho. If you want to discuss this give me a call on our corporate line 804-273-9797. This rings into our corporate office in Richmond, VA.
Tom Wyss
Managing Director
Affinity Group Underwriters
804-273-9797
[email protected]