Here's what you'll need to complete your R.I.S.E. Profile.
We recommend getting together as much of this information as you can before you get started -- this will make the process smoother and quicker for you!
This section will cover basic agency information, from ownership type to agency management system to benefit plans your agency offers. This section will give us high-level details on who your agency is, including FEIN and NPN numbers as well as your Agency Management System.
Applicable sections of R.I.S.E.: Employee Benefits, state and region categorization
This section will cover your top 5 carrier appointments, as well as your alliance/network affiliations, for the last 3 years. You will need the respective premium volumes, commissions, co-op dollars received, loss ratios, etc. for each of your partnerships.
Applicable sections of R.I.S.E.: Carrier Influence
Book of Business
This section is where you will enter in the dollar amounts of your premiums and commissions from the previous five years (e.g. 2014-2018), broken out by Commercial Lines, Personal Lines, and Life & Health. In addition, we'll ask whether you have acquired or divested any books of business.
Applicable sections of R.I.S.E.: Product-Line Mix, Growth Indicators, Productivity Score
The last section is comprised of employee-specific information for your entire roster, including name, role, birth date, compensation, annual bonus and percent of ownership.
Applicable sections of R.I.S.E.: Employee Age Allocation, Generational Health Overview, Weighted Ownership Age, Employee Compensation
Wondering how to fill out your R.I.S.E. Profile?
Watch this video for a step-by-step walk through of the form!
In addition, please read all of the information below before you proceed:
As you complete each of the five sections, please use only the navigation buttons in the bottom-left corner of the form to save and move between sections. Please do not use the browser's back button, as you will lose the data you input in that section.
Save & Continue:
PLEASE NOTE: The "Save & Continue Later" option is the ONLY way you can save your work and return to the Profile at a later time. Using a temporary, secure link, you'll be able to return to your submission from any computer. You can either enter your email address to receive the link via email or copy the link directly for your records. Please note that the link will expire after 30 days, after which you will have to start again from the beginning of the Profile.
To provide you with a better experience, this Profile will pre-populate with your information in the future after you complete the Profile this year!
If you have any questions or run into issues while filling out your Profile, please contact us -- we're here to help!