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Download any policy written through InsureZone carrier contracts into your Agency Management System.
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Becoming an InsureZone producer is easy! However, we're selective when choosing producers. Each candidate is closely reviewed to ensure that our partnership is mutually beneficial.

   

FEATURES

  • Orientation - Get up to speed with one-on-one guidance during your first 30 days
  • Training - Quickly navigate the InsureZone platform with Monthly In-Depth Commercial and Personal Lines Training
  • Your Carriers - InsureZone does not get involved with policies bound under your own contract. You will continue to receive the normal compensation from those carriers

QUALIFYING CRITERIA

In order to maintain a high level of agency interaction and quality results for carrier partners, we have a few requirements for new and existing members.

  • $50 First Month Fee - This fee is non-refundable and it covers enrollment fees, background check, license review and first monthly fee
  • Favorable credit history
  • Experience - Minimum of three years of experience selling commercial property/casualty insurance for commercial lines access and one year of experience selling personal property/casualty insurance for personal lines access
  • Review of past three years of E&O losses and experience
  • Current E&O Insurance from an AM Best A-Rated carrier with a minimum limit of $1,000,000 per occurrence and a minimum limit of $1,000,000 per aggregate. Binders and certificates of insurance will be accepted for temporary proof only. We require a copy of the full policy declarations page for the annual term of the policy. We currently do not accept E&O from the following carriers due to coverage limitations: Everest, Mercer, National Casualty Co, Continental Casualty Co, E&O written through carriers purchased on the website E&O for Less or on NAPA paper. No exceptions.

Unfortunately, not everyone who applies to work with InsureZone will be approved. And, some carriers may require a separate and/or additional approval process.

 

WHAT YOU NEED

Before you begin your application process, please take a moment to gather some required documentation:

  • Agent License Number, for all states licensed
  • List of all agency W2 and 1099 employees
  • Agency Federal Tax ID and/or SSN of owner
  • E&O dec page, expiration date, and limits
  • Carrier Experience Reports for your top five carriers for the last three years showing premium written and loss reports

APPROVAL PROCESS

Approval generally takes 5-7 working days. Once you are qualified, you will be sent a PRODUCER AGREEMENT to sign and return. At such time, you will be requested to attend a 1-hour online Orientation. Then you’ll be off and running in no time!

 

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