ISM Application

General Information:


Marketing Profile:

Does Agency have formal perpetuation plan?
Business Structure:
Does Agency have a new business prospecting program in place?
Does Agency have a renewal retention/account development program?
Any advertising in place?
Other profit centers in the agency:
Other Business Involvements:
Is there potential for a book transfer?
Any plans for acquisitions or mergers? (If yes, explain in narrative)

Agency Automation:

Office Profile:

Licensed 1:?
Licensed 2:?
Licensed 3:?
Licensed 4:?
Licensed 5:?

Growth Goals: