Energy Limited Appointment Questionnaire

Wholesale brokers must qualify to be appointed within our limited distribution model to market our exclusive Energy P/C program. To see if you qualify, start now.

Once you are approved, you will have access to our exclusive program.

 

Agency legal name:  
Contact person:          
Phone:  
Email:      
Address:  
City:      
State:      
Number of employees:  
Number of dedicated producers focusing on oil and gas business:  
Number of commercial producers:     
   
Agency contracts currently with (largest three) carriers:  
   
   

 

Breakdown of firm's total oil and gas business either by premium or revenue. If none, please enter "0".

Market     

 

$ Annual Premium 

 

P&C (%) 

 

WC (%) 

 
Drilling      
Hauling      
Oilfield services      

 

 

Top two markets used to place oil and gas business. If not applicable, please enter "none".

Carriers

 

Carrier 1

 

Carrier 2

 
Drilling
   
Hauling
   
Oilfield services    

 

Who is your largest competitor in this arena? (agent/broker only):

 

What are the three biggest obstacles you face in attempting to increase your oil and gas book of business?:


 

How would you describe the methods you use to write new oil and gas business and which do you find most successful?:

 

Profile completed by:  

 

 

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