New Strategic Member

Become a Strategic Member of Agents United

Since 2002, Agents United has helped independent agencies grow with stronger carrier access, better compensation, and the support of a network built around their success. Becoming a Strategic Member starts with getting to know your agency. Please tell us about your business, including your premium volume, mix of business, current carriers and the carriers you’d like to work with, your team, and your growth goals for the next three years. With this information, we can build a partnership plan tailored to where your agency is today and where you want it to go. There is no obligation. Completing this form simply starts the conversation.

Strategic Member Form:

Strategic Master Agency

Agency Legal Name:

Person of Contact:

First Last

Email:(Required)

Home Address:

Street Address City State / Province / Region ZIP / Postal Code

Business Address:

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Agency Details:

Total Premium Volume:

New Business (Rolling 12)

City Population:

Mix of Business % - Personal

Mix of Business % - Commercial

Mix of Business % - Other

Agency Management System:

Number of Employees:

Number of Accounts:

Years in Business:

Area of Expertise:

Years of Expertise:

Insurance Assoc. Membership:

Marketing Plan:

Yes

Marketing Plan Objective:

Perpetuation Plan:

Yes

Mix of Business:

Personal

Commercial

Life/Health

Other

Carriers Wanted:

Current Carries:

Referral Source:

Staff Information:

Name, Email, Job Title and Job Description 1:

Name, Email, Job Title and Job Description 2:

Name, Email, Job Title and Job Description 3:

Name, Email, Job Title and Job Description 4:

Name, Email, Job Title and Job Description 5:

Growth Goals:

Appointment Year:

Appointment Year Goals $:

1st Full Year 20___:

1st Year Goals $:

2nd Full Year 20___:

2nd Year Goals $:

3rd Full Year 20___:

3rd Year Goals $: