Agency Appointments with Mutual Benefit Group

The appointment of high-quality professional, independent agents is vital to Mutual Benefit Group (MBG). Our objective is to attract agencies in our territory of Pennsylvania and Maryland that have a demonstrated record of growth, retention, and profitability.

Prospective agencies are evaluated in five key areas:

• Management
• Growth potential
• Profit potential
• Financial stability
• Potential for strong agency-company relationship

Additionally, we review available information to determine a potential fit with MBG’s Ideal Agent Profile:

Ideal Agent Profile

• Agency has a proactive approach to sales (lead generation, referral network, building cross sales campaigns, etc.)
• Marketing territory corresponds with MBG’s territory
• Agency shows positive growth annually over the past three years
• Agency is financially sound
• Maintains adequate E&O coverage
• Has a written perpetuation plan
• Has been in existence for a minimum of five years, or principals have been with other agencies for a minimum of five years
• Utilizes an automated management system
• Demonstrates a profitable track record with lead carriers with better-than-average loss ratios
• Minimum agency size is $2 million in written premium
• Is a “relationship agency” that values its relationship with a carrier and commits to production and quality objectives

Requests for a possible appointment should be directed to marketing.department@thembg.com.