Peachtree Special Risk Brokers, LLC
Agency Name:
Street Address:
City:
State: Zip Code:
Office Main Phone # (including area code):
Office Fax # (including area code):
Website:
Federal Tax ID #:
Date Agency Opened:
Contact Information:
Accounting Contact Name:
Phone number (including area code):
Email Address:
Claims Contact Name:
Phone number (including area code):
Email Address:
Underwriting/Placement Contact Name:
Phone number (including area code):
Email Address:
Marketing & Sales Contact Name:
Phone number (including area code):
Email Address:
Personnel
Breakdown of Organization’s Staff (number):
Principals / Owners
Producers (Salespeople)
Other Licensed Employees
Other Employees
Total Staff
Licensed Employees:
Name: License #:
Name: License #:
Name: License #:
Name: License #:
Name: License #:
Financial and Other Information
Do you maintain Employee Dishonesty Coverage for all Officers and Employees?
Yes No
Have you or any officer, director or member of your organization ever had an insurance license suspended or terminated for any reason, or ever been subject to any disciplinary action?
Yes No.
If Yes, please explain:
Is there any pending or threatened litigation or judgments within the past five years exceeding $10,000 against the broker or any principals of the organization?
Yes No
If Yes, please explain:
Operations Information:
How did you hear about Hull & Company?
With what Wholesalers do you write business?
How is organization licensed? (Choose all that apply)
Agent Broker Excess & Surplus Lines Other (Please Describe Other)
Please confirm that you are fully licensed in all the states in which you are submitting your business. Yes No
Premium Volume and Distribution
Premium Volume (approximate for current year): $
% Commercial P&C
% Professional Liability
% Commercial Auto
% Commercial Marine
% Homeowners
% Boats/Yachts
% Personal Auto
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