Great Reputation: are well respected by state association and other agencies and carriers, are well known in their communities, and are known for their integrity.
Organic Growth: has a history of successfully pursuing and writing new business for the carrier.
Strong Retention: demonstrates an ability to retain profitable accounts (through good pre-underwriting, service, account development, and relationship building)
Professional Development: displays a willingness to invest time and resources for employee education (technical, management, sales, etc.) and for owners and staff to be involved in industry/carrier/user group activities. Generally have low employee turnover.
Quality Work Product: submissions, information, communications and interactions with agency staff are generally complete, correct and professional. Easy to do business with and strive to enhance the agency/carrier relationship.
Effective and Efficient: has good systems and procedures in place and is willing to embrace available technology.