Rfp # 17-03-20 Boiler and Machinery/Equipment Insurance
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- Bu səhifədəki naviqasiya:
- AGENCY/COMPANY QUALIFICATIONS
- MARKETS
- ACCOUNT EXECUTIVES QUALIFICATIONS
- REFERENCES
RFP # 17-03-20 Boiler and Machinery/Equipment Insurance BROKER QUESTIONNAIRE/MARKET REQUESTBrokerage/Agency: _____________________________________________________________ Address: ______________________________________________________________________ Street or PO Box City State Zip Telephone: (_____) ________________________ Fax: (__ ) _________________________ Internet E-mail address: __________________________________________________________ Check one: Broker ____ Independent Agent ____ Direct Writer _____ Account Executive: ______________________________________________________________ Assistants: _____________________________________________________________________ AGENCY/COMPANY QUALIFICATIONS1. Years of continuous operation: ____________________ 2. Number of employees: ___________________ 3. Number of public entity clients: ____________________ 4. Premium volume (P&C): $____________________ 5. Approximate total premium volume (all clients): $___________________ 6. Support services available: __________________________________________ ________________________________________________________________ ________________________________________________________________ 7. Errors and Omissions insurance limits: $___________________ 8. Please enclose any pertinent agency/company brochures, annual reports, etc. MARKETS
a. ____________________________________________________ Market Parent
Market Parent c. ____________________________________________________ Market Parent d. ____________________________________________________ Market Parent e. ____________________________________________________ Market Parent f. ____________________________________________________ Market Parent g. ____________________________________________________ Market Parent h. ____________________________________________________ Market Parent I. ____________________________________________________ Market Parent j. ____________________________________________________ Market Parent 2. List major markets your organization normally works with. Identify all markets that you have an exclusive arrangement with which will preclude other brokers from utilizing. a. _______________________________________________________ b. _______________________________________________________ c. _______________________________________________________ d. _______________________________________________________ e. _______________________________________________________ f. _______________________________________________________ g. _______________________________________________________ h. _______________________________________________________ I. _______________________________________________________ j. _______________________________________________________ ACCOUNT EXECUTIVE'S QUALIFICATIONSName: _______________________________________________________________ Number of public entity clients: ____________________________________________ Length of time with agency/company: ______________________________________ Length of career in insurance industry: ______________________________________ Professional/Associate designations: _______________________________________ Employment history includes experience in: ____ Commercial Underwriting ____ Personal Lines Underwriting ____ Commercial Claims ____ Risk Management ____ Agency Account Servicing ____ Agency Marketing Function ____ Commercial Property Ins. ____ Excess/Surplus Lines ACCOUNT ASSISTANT'S QUALIFICATIONS Name: _______________________________________________________________ Number of public entity clients: ____________________________________________ Length of time with agency/company: ______________________________________ Length of career in insurance industry: ______________________________________ Professional/Associate designations: _______________________________________ Employment history includes experience in: ____ Commercial Underwriting ____ Personal Lines Underwriting ____ Commercial Claims ____ Risk Management ____ Agency Account Servicing ____ Agency Marketing Function ____ Commercial Property Ins. ____ Excess/Surplus Lines REFERENCESGovernmental Entities: _____________________________________________ Name Contact Phone _____________________________________________ Name Contact Phone _____________________________________________ Name Contact Phone Private Entities: _____________________________________________ Name Contact Phone _____________________________________________ Name Contact Phone Yüklə 15,73 Kb. Dostları ilə paylaş:
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