Agentic Insurance, LLC

What We Do

Professional & Management Liability. It's more than you think, but all we think about.  

Tom, Mike, and Greg want to be your agency's resource for the larger, more complex, and/or hard to place risks that come across your desk. By keeping our focus refined we can provide you with the market knowledge and industry expertise to win and retain more accounts. Working with Agentic is easy and we encourage you to call or email us with any questions you may have.



Here is an example of a typical submission cycle:

  • Submission is received via our submissions inbox or directly to Tom, Mike, or Greg.
  • We will review the application and supporting documents.
  • A call is placed to the agent to collaborate on the following:
    • Discuss the risk and its objective
      • Is this new business? Renewal? Coverage issues? Pricing? 
    • Establish a marketing campaign 
      • Which markets have already been approached?
      • Our recommended markets.
    • Set a timeline based on the Insured's needs.
  • Market the account accordingly.
  • We will keep you informed as to the account status via an interactive marketing form.
    • You will know who has been approached and their disposition.
  • Quotes are sent out immediately upon receipt along with a brief assessment.
  • Once all markets have responded we will send out a comprehensive comparative.
    • This can include an evaluation of the current carrier's policy form.
  • BIND IT! 
  • Policy is delivered within 30 days.
  • Renewal process is customized according to your agency's process. 
    • Typically 90 days out on renewal, but can start as far back as 150 days.



We understand that every agency is different and are always open and flexible to accommodating your specific needs. The wholesale/broker relationship is a partnership and the cornerstone of our operation. We seek agency's that are willing to embrace this concept and foster a collaborative approach to winning!

Let's get better together

 

 


 

 
 

 

290 King of Prussia Road
Building 1, Suite 300
Radnor, PA 19087

Phone - 610.567.3333

Fax - 610.567.3334

Submissions should be sent to the following:

submissions@agenticins.com 
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