Travelers
COMPANY INFORMATION
Contact:
George MarcocciaIs the company making agency appointments in North Carolina? Yes
AGENCY CRITERIA
Initial Criteria necessary for review:
Completion of Agency Profile including production tracking log
Completion of Confidentiality Agreement
Current carrier production and loss reports
Select Financial Statements
Require E&O Coverage
Require Agency Management System
Require Uploading
Require Downloading
Require Internet Capability
Require Email
PRODUCTS & VOLUME
Do you have specific underwriting guidelines for coastal counties? Yes
Personal Lines
Homeowners
Personal Auto
Umbrella
Inland Marine
Boat
Minimum volume requirement for all Personal Lines placed with company
during year 1: $250,000
Minimum volume requirement for all Personal Lines placed with company by end
of year 3: $500,000
Size of agency considered: $1,000,000 personal lines
Comments: Targeting the Triangle, the Triad, Charlotte and Western North Carolina.