EACH ACCESS OPTION IS DESIGNED TO EASILY FIT INTO ANY AGENT’S BUSINESS MODEL

 

Market Access

Market Access is a wholesale model that allows agents to access our carriers through our comparative rating engine, provided by EZLynx. Agents can complete data entry and see rates within seconds from multiple carriers.  Our experienced Underwriting staff will review referrals and issue once approved, and payment provided.


Advisor Agent

Advisor Agent is a program designed to let agents drive the conversation and control the purchasing process from their office. Advisor Agent provides sub-appointment codes to a variety of Preferred Personal Lines carriers along with access to our comparative rater provided by EZLynx. Advisor Agent provides quote, issue, and service without referring to one of our Underwriters.


Exclusive Agent

The Exclusive Agent program provides the same benefits as an Advisor Agent, with the added access to Commercial Lines carriers. The Exclusive Agent program expands an agent’s portfolio, in house and without underwriter referral.

 

 

For Advisor or Exclusive Agent programs:

  Our staff will assist agents with completing the sub-code applications and submit to our carriers.

  The carrier will review and process the appointment paperwork.

  Once the carrier(s) approve the application a sub-code will be issued to the agent.

 


 

  EXHIBIT B – ACCESS LEVEL

ACCESS LEVELMONTHLY COSTSNOTES
Market Access$501 User
Provides agents with wholesale access to multiple carriers via online comparative raterAdditional user access for $30 per month
Advisor Agent$1001 User
Provides agents with direct carrier appointments to Personal Lines carriersAdditional user access for $30 per month
Exclusive Agent$1501 User
Provides agents with direct carrier appointments to Personal and Commercial Lines carriersAdditional user access for $30 per month