Things to Know
Ready to get started on your RISE Profile? Here's what you'll need to complete your profile.
We recommend getting together as much of this information as you can before you get started - this will make the process smoother and quicker for you!
This section will cover basic agency information, from ownership type to agency management system to benefit plans your agency offers. This section will give us high-level details on who your agency is, including FEIN and NPN numbers as well as your Agency Management System.
Book of Business
This section is where you will enter in the dollar amounts of your premiums and commissions from the previous five years (e.g. 2014-2018), broken out by Commercial Lines, Personal Lines, and Life & Health. In addition, we'll ask whether you have acquired or divested any books of business.
This section will cover your top 5 carrier appointments, as well as your alliance/network affiliations, for the last 3 years. You will need the respective premium volumes, commissions, co-op dollars received, loss ratios, etc. for each of your partnerships.
The last section is comprised of employee-specific information for your entire roster, including name, role, birth date, compensation, annual bonus and percent of ownership.