Company Appointment Guide

Find out which companies are seeking additional appointments. The IIAT staff recently surveyed insurance carriers who are IIAT members in Texas as part of the association's market development program. Use this updated guide to match your agency's needs with the needs of these carriers. (Revised 5/25/2017)

What does it take to get a company appointment these days? Companies don't usually come looking for you, so you should approach company marketing departments in a way that will enhance your chance for a successful conclusion. For some pointers, read the article: "A Systematic Approach to Company Appointments." Also see the IIAT Agency Profile Form.

NOTE: A listing in the appointment guide is not an endorsement of the insurance company by the Independent Insurance Agents of Texas. This guide is furnished as a service to IIAT members.

C=commercial | P=personal | CP=commercial and personal

Insurance
Lines

Company

Contact

C


Mid-Continent Group

15th and Boulder, #200 Tulsa, OK 74101-1409
P.O. Box 1409, Tulsa OK 74101

Kelly Farris, Sr. Marketing Specialist
405-531-1056
Email: kcfarris@mcg-ins.com

John Grant, VP Marketing
918-588-1254
Email: jgant@mcg-ins.com

Renae McQuay, Agent Contract Specialist
918-561-9325
Email: rmcquay@mcg-ins.com

Lynn Marchbank, Underwriting Manager
918-588-1218
Email: imarchbank@mcg-ins.com

Strategy

Desired agency characteristics
We have strong technical capabilities in underwriting and claims management. We are product craftsmen that can deliver well designed product solutions for unique risks or underserved markets. Our company strategy is to provide a high level of service and competitive products to our clients. We offer coverage for General Liability, Commercial Automobile, Umbrella, Inland Marine, Bonds and Excess and Surplus Lines. Our unique structure allows our agents easier access to our expect decision-makers allowing for quicker and more efficient handing of accounts. We are looking for independent agents who have knowledge and expertise in their territory and the competitive landscape. Prospective agents should be interested in growing their casually and inland marine book of business with an A+ rated carrier who pays above market average commissions.

CP

MetLife Property & Casualty

Lorie Huber, Regional Sales Director
210-428-3589
Email: lhuber1@metlife.com

Kathy Monson, Regional Sales Manager
972-890-5776
Email: Kathy.monson@metlife.com

Celia Conner Pence, Regional Sales Manager
936-442-0415
Email: cconner@metlife.com

Debbie Fuller, Regional Sales Manager
214-578-6242
Email: dfuller1@metlife.com

Buddy Garza, Regional Sales Manager
512-516-3931
Email: fgarza@metlife.com

Zackry Sadler, Regional Sales Manager
361-484-0459
Email: zsadler@metlife.com

Desired agency characteristics

Independent Agency interest with Property & Casualty business with focus around Auto & Home, Small Commercial (BOP & Auto), Multiple Carriers for Life Insurance and our General Agency for Flood and placing surplus business.

P


Homeowners of America Insurance Co.


P.O. Box 168147, Irving, TX 75016

Laura Anderson, Regional Sales Manager
210-788-9424 FAX: 469-417-0490
Email: landerson@hoaic.com

Melissa Kelley, Marketing Coordinator
972-607-4263 FAX: 972-573-2602
Email: mkelley@hoaic.com

Strategy

Desired agency characteristics
Profitable growth for our property lines of business. We are accepting applications for new agency appointments HOAIC is interested in professional agency partners that are committed to profitability and growth, with a focus on property sales in standard and preferred market segments.  For appointment consideration, please visit our website at www.hoaic.com and click on Agents and then For Agents.  Click on the “Apply to Become An Agent” button and submit your application.

C


Insurors Indemnity Companies


Rhett Dawson, Vice President-Marketing
225 South 5th Street, Waco, TX 76701
P.O. Box 2683, Waco, TX 76702-2683

254/759-3712 3712 FAX: 254/755-6399
rdawson@insurorsindemnity.com

Strategy

Desired agency characteristics
Insurors Indemnity is an admitted carrier that writes standard preferred commercial risks for main street business. Our company also writes surety bonds for both contract and commercial accounts. We are looking to partner with established independent agents.
Independent agency interested in writing standard, preferred mid to small commercial risks with an A- (Excellent) admitted company. Looking for long-term relationships with established agents who can access the markets we choose to write and can provide consistent, profitable growth.To learn more go to www.insurorsindemnity.com

C


Merchants Bonding Company


Audrey Williams, Assistant Vice President
9500 Arboretum Blvd., Suite 100, Austin, TX 78759
512-241-4501 FAX: 512 343-8363
E-Mail: awilliams@merchantsbonding.com

Desired agency characteristics

Agencies with surety bond business, preferably with $10,000 of premium to offer consideration of appointment.

CP


Mercury Insurance Group


Barbara L. Glenn-Rader, Director Regional Sales Development
P.O 728847
Oklahoma City, OK 73132

OR:
7301 NW Expressway
Oklahoma City, OK 73132

800-503-3724
FAX: 877/397-0076
E-mail:bglenn@mercuryInsurance.com

Strategy

Desired agency characteristics
Profitable premium growth in home, auto, personal umbrella, and business auto. Seeking professional agencies committed to profitability and growth in personal lines and business auto.

P


Safeco Insurance


1600 N. Collins #3000, Richardson, TX 75088

Jeff Breor, Region Manager – North Texas
972/808-4181
E-mail: jeffrey.breor@safeco.com

Frank Castellano, Region Manager – South
210-931-7026
E-mail:frank.castellano@safeco.com

Strategy

Desired agency characteristics
Safeco continues to be interested in new agency partnerships throughout the entire state. Safeco has limitation on property in coastal counties. Contact one of the regional managers for more information. Safeco’s focus is on long term agency partners that target preferred, account business while being committed to sustainable profitability and growth.

CP


State Auto Insurance Co.


Gayle Ramsey, Commercial – Commercial Lines Director
5918 W. Courtyard Drive, Ste. 100, Austin, TX 78730
512/651-3956
FAX: 614/887-1495
E-mail:
gayle.ramsey@stateauto.com

Mark Heyde, Regional Sales Manager
Phoenix Office, 5804 E Fox Street, Mesa, AZ  85205
480.245-9969
FAX: 614/719-0424
E-mail:mark.heyde@stateauto.com

Strategy

Desired agency characteristics
We are a top quartile performing company that you like and trust.

We enhance our Financial Strength by growing surplus consistently, underwriting profitably, growing premium rationally and embracing fiscal discipline. We earn our Reputation by behaving honestly, ethically and with integrity inspiring trust and caring for others.  We cultivate our Relationships by being respectful, valuing diversity, embracing candor, and attracting and keeping quality people.  We reinforce Reliability by keeping our commitments managing change effectively.  We ensure our Responsiveness by listening effectively, being accountable and executing flawlessly and quickly.  Our appetite includes personal lines, commercial lines and specialty lines.
The State Auto Group provides property and casualty products and services, through independent agents and brokers, enhancing the security and financial interests of our policyholders and shareholders.

We look for like-minded agents that embrace technology and paperless delivery of products.
P Lighthouse Property Insurance Corporation
600 Congress Ave, 14h Floor, Austin, Texas, 78701

Marissa Curran, Marketing Coordinator
321-332-0005 FAX: 888-456-9163
Email: mcurran@lhmgt.com

Maureen Gomez, CIC, TX Marketing Representative
832-431-6573 FAX: 888-456-9163
Email: mgomez@lhmgt.com

Kim Hernandez, Central Texas Marketing Representative
210-380-9076 FAX: 888-456-9163
Email: khernandez@lhmgt.com

Gary Ardoin, Eastern Texas Marketing Representative
337-296-9836 FAX: 888-456-9163
Email: gardoin@lhmgt.com

Strategy

Desired agency characteristics
Lighthouse is a homeowners insurance carrier dedicated to coastal states. We believe in home insurance that is built around our policyholders. Our local, independent agents are committed to guiding the way for our clients and we're committed to our agents. Our current products in Texas include homeowners and flood. A DP3 product will be introduced to out TX market during Q3 or Q4 of 2017.

We believe in strong, independent agency partnerships. As a family-owned company, we truly care for our agents. We're committed to fostering personal relationships, providing exceptional service and superior sales and marketing tools, and actively being accessible and responsive. We also offer a solid line of products and competitive commissions.
Agency must have a brick and mortar location and in most cases, a home office is not allowed. The agent/agency must also have experience writing property and casually business and the business should not be tailored to non-standard auto business. Agents must have at least 2-5 years in the insurance business. We will consider a newly established agency if the agent has working in the insurance business in the past, particularly in an agency, and the agent must be familiar with writing standard lines of business. Agents are required to produce a minimum of policies per month. E&O requirements include $1,000,000 combined single limit or $5,000,000/$1,000,000 per claim/aggregate limits.
C

ICW Group

Gina Douglas, Branch Manager

1 Chisholm Trail, Ste. 450, Round Rock, TX 78681

512-340-7351
E-mail:gdouglas@icwgroup.com

Strategy

Desired agency characteristics
Actively seeking agencies for appointment to support our continued profitable growth.  We offer ease of doing business, an underwriting team that is responsive, and the best combination of price, service, and dependability for your insureds.  With the ICW Group your insureds can achieve fewer claims, less costly claims, and lower experience mods.  We provide the ultimate lowest net cost approach for your clients’ workers compensation insurance needs.  Please visit www.icwgroup.com/arc for more information.


Please visit www.icwgroup.com/agents/workers-compensation/join/index.html for information on agency appointment.
P Anchor Insurance

505 Orleans, Suite 400, Beaumont, TX 77701

Suzanne Morrow, VP Sales and Marketing
850-398-7515
Email: SMorrow@RelyOnAnchor.com

Vic Garcia, Territory Manager
512-667-4183
Email: VGarcia@RelyOnAnchor.com

Leona Liskovec, Marketing Director
850-566-0841
Email: LLiskovec@RelyOnAnchor.com

Strategy

Desired agency characteristics

Anchor's mission is to provide our agent partners with a variety of products to meet almost every customers' needs. In 2017, Anchor Insurance is focused on growing our existing products. Basic and Broad Homewoners and Dwelling Fire Programs. At the same time we will soon launch a Texas Premier product that offers many coverage options and discounts.

We are always looking for agency partners that are in need of a preferred market and eager to grow with us. Agencies with a strong focus on personal lines property are a good fit for Anchor Insurance.
CP MexiPass International Insurance Services, LLC.
P.O. Box 60727, Pasadena, CA, 91116
77 North Mentor Ave., Pasadena, CA 91106

Jorge Luis Cacho-Sousa, VP of Sales and Marketing
626-765-0330 ext 317 FAX: 800-639-4329
Email: jorgeluis@mexipass.com
Strategy

Desired agency characteristics

MexiPass provides the best Mexican insurance coverage on the market. We offer exclusive products with A-rated international carriers that provide US-standards of coverage in Mexico. MexiPass insures US-registered vehicles, Resident Mexican vehicles, homes, boats, and a full range of commercial products. MexiPass products are sold exclusively through appointed agents.

Agent must have a valid license, E&O and complete the Producer agreement available on www.mexipass.com/get-appointed. Mexipass has no premium or volume requirements, so appointments are risk free.
C Berkshire Hathaway GUARD Insurance Co.

Robert Bienvenu, Sr. Field Rep.

512-423-4685
Email: robert.bienvenu@guard.com

Drew Morgan, Sr. Field Rep.
972-336-3036
Email: drew.morgan@guard.com

Shari McCall, Dir. Of Reg. Sales
317-417-3803
Email: shari.mccall@guard.com

P.O. Box A-H, Wilkes-Barre, PA 18703
16 South River St., Wilkes-Barre, PA 18702

Strategy Desired agency characteristics

Aggressive growth of our commercial P&C lines nationwide (Workers’ Comp, BOP, Commercial Auto, Umbrella, Professional Liability). Program business considered.

We are seeking experienced, professional agents with annual commercial P&C sales of at $3 million with a substantial number of small- to mid-size “Main-Street” typ accounts. Complete an application at www.guard.com/apply