For Retail Agents
Work with us.
Everything at McComas Insurance Services starts with a retail agent. Here is how to get appointed, what to send, and what to expect.
The process
Three steps from first email to bound account.
Request an appointment
Email the desk with your agency name, your state license number, and the lines you write. We reply with an appointment packet and what we need back.
Submit business
Send completed ACORD applications, currently valued loss runs, and any supplemental forms for the class, along with your target premium and effective date.
Quote, bind, service
We underwrite and return terms you can present. When you give the order to bind, we confirm in writing, and policy service requests route through the same desk that quoted the account.
Submissions
What a clean submission includes.
- ApplicationsCompleted and signed ACORD applications for the account.
- Loss runsCurrently valued loss runs, 3 to 5 years where available.
- SupplementsAny class supplements that apply to the operation.
- The targetTarget premium, effective date, and anything the account needs to move.
To hold an appointment, expect to show an active property and casualty license in good standing and current errors and omissions coverage.
Send the first one.
The fastest way to see how the desk works is to put a submission in front of it.
Start a submission