Commercial Plan App

Commercial Insurance Plan

You’ve expressed interest in becoming a commercial qualified agent. How exciting!

Commercial is far more nuanced than home and auto, so specializing in a specific class of business is a key to being successful as a commercial agent.

You’ve also got to do more field underwriting, It’s a pain at first, but necessary, and it’s what will separate you from other commercial agents.

Fill out the form below to let us know what class(es) of business you plan to pursue, and how you’ll market to them. We’ll be in touch to see if becoming commercial qualified makes sense, or if the warm lead program is a better fit.

Name*
First Last
Do you have a commercial insurance designation like CPCU, CIC, or CLCS (if so which one)?*
What system have you used for retaining important commercial documents?*
When you sell a commercial policy, what documents do you retain?*
What classes of commercial business do you have experience writing (for example: flower shops, restaurants, lessors risk, and so on)?*
To what classes of business do you plan to market (for example: flower shops, restaurants, lessors risk, and so on)?*
How do you gather the information you need to quote (building limits, payroll, identify different exposures like delivery for restaurants, and so on)?*
For the classes of businesses that you have experience with, what are some examples of exposures that would make a risk ineligible?*
What are examples of coverages you are aware of that are particularly important for those classes of business?*
What carriers have you worked with to write commercial business?*
How do you plan to market to commercial prospects?
How much commercial premium do you expect to write each month?*
How many commercial leads do you plan on getting each month?*
Are you willing to participate in regular calls to touch base on your marketing plan?*
Are you willing to pay $250 per month for a commercial comparative rater?*
Firefly does not have a Commercial Rater yet, and will likely get one in the next year or two. If you do not subscribe to it when we get it, you will no longer be Commercial Approved and will only be able to place commercial business through the Warm Lead program. Do you understand and want to proceed?*
For agents that write under $40k premium in commercial business per year, we would require them to use the Warm Lead program. Please acknowledge that you understand.**