Agency Questionnaire

License Type Requested:

If Other, please state:

Line of Insurance:
If Other, please state:
Agency Name:
Street Address:
City:
State:
Zip:
Mailing Address:(if different from above)
City:
State:
Zip:

Telephone#:
Website:
Fax #:
Email:
Federal ID #:
Type of Agency
If other, please state:
If Partnership, name(s) of Principals
Name(s) of Individual(s) to be licensed for the agency
If Agent, please provide us with the name, address and telephone # of the contact person for the insurance company that you will represent
Name of Company
Address:
Name of Person to Contact:
Has the agency now in the last 5 years engaged in any business other than the insurance business?
If yes, what business and when:
What percentage of the agency business will be spent in the insurance business:
Has the agency ever transacted business in another name?
If yes, what name:
Has the agency or any of its members ever been denied an insurance license?
Is there now pending in any state any action against the agency arising out of its activities in the business of insurance?
Has the agency or any of its members ever been convicted of a crime (exclude minor traffic violations)
Is the agency financially indebted to any other agency or company?
Has the agency or any of its members ever declared bankruptcy?
Is the agency associate with any lending institutions?
If yes, give name of lending institution and nature of association:

Name of Company: Nature of Association:

Corporations
Date Incorporated:
State Incorporated:
Fiscal Year End
Fictitious Name:
Stock:

Authorized Shares: Issued Shares:

Per Value: Class of Shares:

Officers; Board Members and Directors
Name:
Address: (please include street, city, state, and zip code)
Title
Name:
Address: (please include street, city, state, and zip code)
Title
Name:
Address: (please include street, city, state, and zip code)
Title
Name:
Address: (please include street, city, state, and zip code)
Title
Stockholders and percentage of ownership
Name:
Address: (please include street, city, state, and zip code)
Title
Name:
Address: (please include street, city, state, and zip code)
Title
Name:
Address: (please include street, city, state, and zip code)
Title
Name:
Address: (please include street, city, state, and zip code)
Title