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...rime ______________ Bonds: Fidelity ______________ Surety _________... Crime ______________ Bonds: Fidelity ______________ Surety ______...

..._________% _____________% Crime/Fidelity/Glass _____________% _____________% ...ion with insurance companies, clients, and prospective clients. b. You are ob...

...____% ________% ________% Crime/Fidelity/Glass ________% ________% ________% ...d with any carriers? If so, which ones and for what lines? ___________________...

... : ____ 1. Previous Year Current Year Forecast Written Premium $ _____ $ _____ $ _____ Gross Commission $ _____ $ _____ $ _____ 2. Estimated Agency Mix of Business - Property & Casualty Lines Previous Year Current Year Forecast Fire & Allied ___% ___% ___% Marine ___% ___% ___% General Liability ___% ___% ___% Crime/Fidelity/Glass ___% ___% ___% SMP & BOP ___% ___% ___% Commercial Auto ___% ___% ___% Workers Comp ___% ___% ___% Personal Auto ___% ___% ___% Homeowners ___% ___% ___% All Other Lines ___% ___% ___% Total 100.0 % 100.0 % 100.0 % 3. Estimated Agency Loss Ratio Previous Year Current Year ... PROFILE Name: ____ 1. Previous Year Current Year Forecast Written Premium $ _____ $ _____ $ _____ Gross Commission $ _____ $ _____ $ _____ 2. Estimated Agency Mix of Business - Property & Casualty Lines Previous Year Current Year Forecast Fire & Allied ___% ___% ___% Marine ___% ___% ___% General Liability ___% ___% ___% Crime/Fidelity/Glass ___% ___% ___% SMP & BOP ___% ___% ___% Commercial Auto ___% ___% ___% Workers Comp ___% ___% ___% Personal Auto ___% ___% ___% Homeowners ___% ___% ___% All Other Lines ___% ___% ___% Total 100.0 % 100.0 % 100.0 % 3. Estimated Agency Loss Ratio Previous Year ...

... Mail address ____ ____ Location address ____ ____ ITEMS: 1. 19_ 19_ FORECAST 19_ Written premiums $ _____ $ _____ $ _____ Gross commissions $ _____ $ _____ $ _____ &# 160 2. Estimated Agency Mix of Business - Property/Casualty PERCENTAGE OF TOTAL 19_ 19_ 19_ Fire/Allied/Marine ___% ___% ___% Crime/Fidelity/Glass ___% ___% ___% General Liability ___% ___% ___% CPP/BOP/Package ___% ___% ___% Commercial Auto ___% ___% ___% Workers Compensation ___% ___% ___% Other Commercial Lines ___% ___% ___% Personal Auto ___% ___% ___% Homeowners ___% ___% ___% Other Personal Lines ___% ___% ... ____ Mail address ____ ____ Location address ____ ____ ITEMS: 1. 19_ 19_ FORECAST 19_ Written premiums $ _____ $ _____ $ _____ Gross commissions $ _____ $ _____ $ _____ &# 160 2. Estimated Agency Mix of Business - Property/Casualty PERCENTAGE OF TOTAL 19_ 19_ 19_ Fire/Allied/Marine ___% ___% ___% Crime/Fidelity/Glass ___% ___% ___% General Liability ___% ___% ___% CPP/BOP/Package ___% ___% ___% Commercial Auto ___% ___% ___% Workers Compensation ___% ___% ___% Other Commercial Lines ___% ___% ___% Personal Auto ___% ___% ___% Homeowners ___% ___% ___% Other Personal Lines ___% ...

...ecks and securities Employee fidelity Forgery and embezzlement Workers Compensation Exp... on-going exposure to such regulations and to assure compliance where required.

... 160 Written Premium $ _____ $ _____ $ _____ Gross Commission $ _____ $ _____ $ _____ &# 160 2. Estimated Agency Mix of Business - Property & Casualty Lines &# 160 Previous Year Current Year Forecast &# 160 Fire & Allied ___% ___% ___% Marine ___% ___% ___% General Liability ___% ___% ___% Crime/Fidelity/Glass ___% ___% ___% SMP & BOP ___% ___% ___% Commercial Auto ___% ___% ___% Workers Comp ___% ___% ___% Personal Auto ___% ___% ___% Homeowners ___% ___% ___% All Other Lines ___% ___% ___% Total 100.0 % 100.0 % 100.0 % &# 160 3. Estimated Agency Loss Ratio & ... &# 160 Written Premium $ _____ $ _____ $ _____ Gross Commission $ _____ $ _____ $ _____ &# 160 2. Estimated Agency Mix of Business - Property & Casualty Lines &# 160 Previous Year Current Year Forecast &# 160 Fire & Allied ___% ___% ___% Marine ___% ___% ___% General Liability ___% ___% ___% Crime/Fidelity/Glass ___% ___% ___% SMP & BOP ___% ___% ___% Commercial Auto ___% ___% ___% Workers Comp ___% ___% ___% Personal Auto ___% ___% ___% Homeowners ___% ___% ___% All Other Lines ___% ___% ___% Total 100.0 % 100.0 % 100.0 % &# 160 3. Estimated Agency Loss ...

... , book of business reports, and so forth from your system, this should be a relatively easy area to control. If you are not automated, you need to look into this critical area and address the need in your planning. It may be crucial to your survival. Suggested categories should include, but not be limited to, the following: Fire, Allied, and Marine Crime, Fidelity, Surety, and Glass General Liability Commercial Package/Businessowners Commercial Auto Workers Compensation Other Commercial Lines Personal Auto Homeowners Other Personal Lines Item No. 3: You need to provide your overall agency loss ratio. A good way of doing this is to break it down between Personal and Commercial lines. This may be a bit more difficult for some agencies, since most production documents from carriers are ... production reports, book of business reports, and so forth from your system, this should be a relatively easy area to control. If you are not automated, you need to look into this critical area and address the need in your planning. It may be crucial to your survival. Suggested categories should include, but not be limited to, the following: Fire, Allied, and Marine Crime, Fidelity, Surety, and Glass General Liability Commercial Package/Businessowners Commercial Auto Workers Compensation Other Commercial Lines Personal Auto Homeowners Other Personal Lines Item No. 3: You need to provide your overall agency loss ratio. A good way of doing this is to break it down between Personal and Commercial lines. This may be a bit more difficult for some agencies, since most production documents from ...