Heritage Insurance Holdings, Inc.
2600 McCormick Dr.
Clearwater
,
FL
33759
USA
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General Information
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Agency Principals
Name
Title
DOB
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Name
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Name
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Marketing Profile
Year Established
Total Agency Premium Volume $
Personal $
Commercial $
Life & Health $
Do you carry Errors and Omissions Insurance?
Yes
No
Name of E&O Carrier
E&O Policy #
Other Business Involvements
None
Accounting
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Life Insurance
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Other (Explain)
Do you have a formal Marketing / Operational Plan?
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Do you have an Agency Brochure?
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Do you advertise in the Yellow Pages?
Yes
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Do you have any other advertising in place?
Yes
No
Please explain any other advertising medium
Total # of Employees
Office Profile
Include up to 8 Producers Below
Key Personnel & Personal Lines Producers
Title / Position
Date of Hire
Years in Insurance
Professional Designation
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Key Personnel & Personal Lines Producers
Title / Position
Date of Hire
Years in Insurance
Professional Designation
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Key Personnel & Personal Lines Producers
Title / Position
Date of Hire
Years in Insurance
Professional Designation
+ Add Personnel Officer
Key Personnel & Personal Lines Producers
Title / Position
Date of Hire
Years in Insurance
Professional Designation
+ Add Personnel Officer
Key Personnel & Personal Lines Producers
Title / Position
Date of Hire
Years in Insurance
Professional Designation
+ Add Personnel Officer
Key Personnel & Personal Lines Producers
Title / Position
Date of Hire
Years in Insurance
Professional Designation
+ Add Personnel Officer
Key Personnel & Personal Lines Producers
Title / Position
Date of Hire
Years in Insurance
Professional Designation
+ Add Personnel Officer
Key Personnel & Personal Lines Producers
Title / Position
Date of Hire
Years in Insurance
Professional Designation
Any recent changes in ownership?
Yes
No
Please explain
Any plans for mergers or acquisitions?
Yes
No
Please explain
Any memberships in professional organizations?
Yes
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Please explain
Do you have a perpetuation plan or buy/sell agreement?
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Please explain
Top 5 Personal Lines Appointments
Company
Appointment Date
Rolling 12 month new business policy applications
Total Premium
12 month loss ratio
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Company
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Rolling 12 month new business policy applications
Total Premium
12 month loss ratio
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Company
Appointment Date
Rolling 12 month new business policy applications
Total Premium
12 month loss ratio
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Company
Appointment Date
Rolling 12 month new business policy applications
Total Premium
12 month loss ratio
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Company
Appointment Date
Rolling 12 month new business policy applications
Total Premium
12 month loss ratio
Personal Lines Information
How many new home policies does the agency average per month?
Do you have a separate Personal Lines Department?
Yes
No
... How many employees?
How many outside sales personel actively solicit Personal Lines
How are your Customer Service Representatives compensated
Salary
Commission
Incentive
Blend
Are there plans to add Producers and / or CSRs?
Yes
No
Mix of Personal Lines Policies in force
Homeowner
Auto
Other
Primary Marketing Territories
Do you have a New Business Prospecting Program in place?
Yes
No
Do you have a Renewal Retention / Account Development program?
Yes
No
Are you involved in Direct Mail programs?
Yes
No
Do you use Telemarketing Solicitors?
Yes
No
Is there potential for a Book Transfer?
Yes
No
What is your average annual policy premium for homeowners?
Do you have an Agency Management System?
Yes
No
Name of your Agency Management System
Version of your AMS Software
Is your rating/quoting software integrated with your Agency Management System?
Yes
No
Do you have download capabilities with any companies?
Yes
No
Name of Company
Do you have upload capabilities with any companies?
Yes
No
Name of Company
Do you have an internet website?
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Website
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