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

Advisor Agent

Advisor Agent 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.  Policies issued under our contracts are exclusively serviced by the carriers directly.


Exclusive Agent

Exclusive Agent is an enhanced level of access, to let agents drive the conversation and control the purchasing process from their office. Exclusive Agent provides sub-appointment codes to a variety of Preferred Personal Lines carriers along with access to our comparative rater provided by EZLynx, (based on commitment levels and approval by the various companies sought).  Exclusive Agent provides quote, issue, and service without referring to one of our Underwriters, while also having access to all our wholesale companies on the platform.


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
Advisor Agent$1001 User
Provides agents with wholesale access to multiple carriers via online comparative rater.Additional user access for $50 a month
Exclusive Agent$1501 User
Provides agents with wholesale access to multiple carriers via online comparative rater and provide agents with direct carrier appointments to Personal Lines carriersAdditional user access for $50 a month