Tax ID Number or Social Security Number (sole proprietor)
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Agency Annual Written Premium (all lines)
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Agency Annual Written Premium (auto)
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Comparative Rater
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ITC/TurboRater (Zywave)
EZ Lynx
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Vertafore
PL Rater
None
Agency Management Software
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Agency Principal (Officer) *
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Agency Principal
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Agency Principal 2 (Officer)
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Has any director, officer or owner of the agency been convicted of a felony, filed bankruptcy, or have any interruption in their agent license? *
Required
Has the agency been terminated by a carrier or MGA or had any disciplinary action taken by any state or federal regulators? *
Required
Has Agency maintained Errors & Ommission coverage for the last three years?
Producer Name / License Number *
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Producer 2 Name / License Number
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Producer 3 Name / License Number
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Has any producer of the agency been convicted of a felony, filed bankruptcy, or have any interruption in their agent license? *
Has any producer been terminated by a carrier? *
Who is your largest auto carrier? What is your annual premium with them? *
Your answer
Who is your second largest auto carrier? What is your annual premium with them?
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Who is your third largest auto carrier? What is your annual premium with them?
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Agency Trust Account Information – insured payments will be deducted from this account when agency sweep is selected as a payment option. I authorize Covercube Insurance Solutions LLC to deduct payments from this account as the agency receives payments from our mutual policyholders. I am aware policyholders can make payments directly on covercube.com or on the Covercube app. Please enter your Bank Name, Routing Number and Account Number.
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Commission Account Information – commission will be paid to your agency using this account. Please enter your Bank Name, Routing Number and Account Number.
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