Commercial Plan App

App for agents to fill out if interested in pursuing an opportunity with Firefly

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)?*
What classes of business do you plan to write?*
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?*
For agents that write under $50k premium in commercial business per year, we would require them to use the Warm Lead program. Please acknowledge that you understand.*
How many commercial leads do you plan on getting each month?*
Would you be interested in regular calls to touch base on how your marketing plan is going?*