Get Ism Appointment Application - Uaii

Completing the ISM Appointment Application - UAII is a crucial step for agencies seeking membership and access to companies. This guide will provide you with clear and detailed instructions to successfully fill out the application online.

Follow the steps to complete your application with ease.

1. Click ‘Get Form’ button to obtain the form and access it in your preferred online editor.
2. Begin by providing general information including your name, mailing address, physical address (office location), I.R.S. number, phone, email address, and fax number. Ensure that all information is entered clearly and accurately.
3. Complete the marketing profile section, including the year your agency was established, total premium volume, mix of business percentages, and primary marketing territories. Indicate whether your agency has a formal Marketing/Operational Plan and a perpetuation plan.
4. Select the appropriate business structure from the provided options and indicate the geographic location of your agency. Fill in the population of the city or town where your agency operates.
5. Answer questions regarding agency insurance coverage, marketing efforts, and other business involvements. Be detailed in your narrative responses as they provide insight into your agency's operations.
6. In the agency automation section, specify the functions that are automated in your agency and provide details about your office profile, including key personnel, office hours, and employee compensation structures.
7. Proceed to company experience, where you will attach necessary reports and list all standard carriers along with their written premiums and loss ratios.
8. Move to producer experience by answering the questions related to licensing and prior experiences. Provide additional details in your narrative if necessary.
9. Provide licensing information for all licensed individuals and list growth goals for your agency across the upcoming years.
10. Sign the application to verify that you are authorized to submit it and that the information is accurate, and then save your changes. You can then choose to download, print, or share the filled application as needed.

Take the next step towards membership by completing your ISM Appointment Application - UAII online.