Sample of Client/Agency checklist agreement

Sample of Risk Management coverage survey

By submitting your application, you are also submitting that you have read and agree to the above Mission Statement.

MGA PAN Member Loyalty Program Mission:

To assist Loyal Partners to improve their client retention of policies placed through wholesale brokerage by improved pricing and/or coverages. To provide each policy quoted with a risk management coverage survey and client agency checklist agreement to reduce or eliminating client E&O exposure. To express appreciation to Loyalty Partners through additional commissions for each commercial policy closed and benchmark award incentives based on new commerical policy count.


Celeste Lightner-Greenwalt, Membership Director

[email protected]

800-385-2536 ext. 1224

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