Agent Risk Review

Pricing

Producer

149

Independent agents and individual brokers needing a one-time credibility document

  • One Producer Risk Profile report
  • Licensing and disciplinary history review
  • Attestation letter for carrier or MGA use
  • PDF delivery within seven business days
  • One follow-up clarification call included

Agency

349

Small to mid-size agencies seeking compliance documentation and ongoing oversight

  • Agency Compliance Baseline Report
  • Quarterly risk summary reports
  • Monthly license and renewal monitoring
  • Regulatory change alerts for all operating states
  • Dedicated account reviewer
  • Annual comprehensive review at no extra charge

Enterprise

Custom

Regional brokerages, cluster groups, and networks managing multiple agency locations

  • Multi-location compliance review and reporting
  • Custom reporting formats for internal or carrier use
  • Dedicated senior reviewer and project manager
  • Carrier Submission Package support for new appointments
  • Quarterly executive briefing with review team leadership
  • SLA-backed turnaround commitments