Sample of Client/Agency Checklist Agreement

MGA PAN Loyalty Program Mission

Our mission is to assist Loyalty Partners in order to improve their client retention of policies placed through wholesale brokerage by improved pricing and/or coverages.  We aim to provide each policy quoted with a risk management coverage survey and client agency checklist agreement to reduce or eliminate client E&O exposure.  Additionally, we hope to express our appreciation to Loyalty Partners through additional commissions for each commercial policy closed, and benchmark award incentives based on new commercial policy counts.

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

Sample of Risk Management coverage survey

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