Product
Agent Risk Review provides independent risk evaluation and compliance reporting services for insurance agents, brokers, and agencies seeking to strengthen their underwriting credibility and demonstrate accountability to carriers and clients alike.
Agency Compliance Baseline Report
A foundational compliance review that evaluates an agency's licensing records, E&O coverage history, binding authority adherence, and internal controls against current state and carrier standards.
- Verification of active licensure across all operating states
- Review of errors and omissions coverage continuity and limits
- Assessment of binding authority usage against carrier agreements
- Written findings report formatted for carrier submission
- Completed within 10 business days of document intake
Producer Risk Profile
An individual-level evaluation designed for agents and brokers who want a third-party credibility document when onboarding with new carriers or expanding into specialty lines.
- Personal licensing and disciplinary history review
- Loss ratio trend summary based on provided carrier data
- Portfolio concentration and diversification analysis
- Attestation letter suitable for carrier or MGA submission
- Turnaround of five to seven business days
Ongoing Risk Monitoring Subscription
A continuous monitoring service that tracks regulatory changes, license renewals, E&O gaps, and carrier compliance requirements on a rolling basis, with quarterly summary reports.
- Monthly compliance status checks across all active state licenses
- Automated alerts for renewal deadlines and regulatory updates
- Quarterly written risk summary delivered to agency principal
- Annual comprehensive review included at no additional charge
- Dedicated account reviewer assigned to each subscribing agency
Carrier Submission Package
A bundled preparation service for agencies applying to new carrier appointments, combining our Compliance Baseline Report with a formatted executive summary and reference documentation checklist.
- Full Agency Compliance Baseline Report included
- Carrier-facing executive summary written by our review team
- Customized documentation checklist aligned to target carrier requirements
- One round of revisions based on carrier feedback included
- Priority turnaround of seven business days