Page 14 - INA Program Book 2021

Agency Membership Requirements
In this section, we are looking to understand what is required of agencies applying to become a member.

General/Experience (select all that apply):
□ References
□ Will consider start-ups with a book of business
□ Will consider start-ups without a book of business
□ Minimum number of years in business
□ Ownership eligibility exclusions (PE/bank-owned/other)

Agency Financial Performance Requirements (select all that apply):
□ Revenue growth (%)
□ Profitability (%)

Book Performance Requirements (select all that apply):
□ Premium level ($ - add premium ranges expected):
□ Profitability
□ Contingency history
□ Premium Growth
□ Line of Business restrictions (i.e. Non-Standard auto)
□ Annual carrier performance review required

Technology Requirements (select all that apply):
□ Agency Management System (AMS)
□ Customer Relationship Management System (CRM)
□ Ability to produce and share data

Carrier Alignment & Matching

Minimum agency premium matched with network carrier partners required:
□ 0
□ < $1MM
□ $1-4 MM
□ $5-10MM
□ Other (please specify)

Minimum number of agency carriers matched to network carriers required:
□ 0
□ 1-3
□ 4-8
□ >10

Additional business expectations unique to your network? [comment box here]

22 | INSURANCE NETWORKS ALLIANCE