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.
Requests for possible appointment should be directed to Marianne Morosko at mmorosko@mutualbenefitgroup.com.