Firm assessment

Step 1 of the partnership process. Plan on 30 to 60 minutes. Your answers go to Advanced Insurance Brokerage only and are kept confidential.

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1Firm demographics

Firm name *Contact person *Email *PhoneAddressCityStateZIPFaxSenior partnerYear openedNumber of partnersPartners' average tenurePartners' average ageNumber of producersNumber of CSRsTotal premium, last 3 yearsNumber of commercial clientsNumber of personal clients

2Core disciplines

For property/casualty partner firms only. Other partner firms may skip this section.

Commercial lines carrier 1Commercial lines carrier 2Commercial lines carrier 3Personal lines carrier 1Personal lines carrier 2Personal lines carrier 3

3Client demographics

Estimate the share of your client base in each group. Each group should add up to about 100%.

Ages20–40%41–60%61 and above%

Household income$100,000 and below%$100,000–$250,000%$250,000 and above%

Net worth$0–$500,000%$500,000–$1 million%$1 million and above%

OccupationsProfessionals%Business owners / self-employed%Executives / managers%Non-profit / public employees%Trades / industry%Retirees%Other%

Rank your clients' needs (1 = least, 6 = most)Financial planningRisk managementEstate planningInvestment strategiesRetirement planningBusiness planning

General comments

4Financial services objectives

People dedicated to financial services: partnersPeople dedicated to financial services: staffIf you add financial services, how much revenue do you expect to produce in the first 12 months?

* Required. We will contact you to review your answers.