Facts on Associating
Smartplan is a master agency dedicated to assisting California, Arizona and Nevada Insurance Agencies and Producers. Our objective is to optimize profit potential by leveraging our combined premiums and programs so you can focus your time and attention on SELLING insurance, instead of trying to survive the difficult insurance environment that is forcing many smaller producers to close their doors.
Like you, Smartplan is dedicated to serving our policyholders and building our business by providing great service and maintaining our relationships. Smartplan was designed to bring together accomplished agencies that want to perpetuate their agencies and grow their insurance book of business!
If you have the skills and background to do better, and are frustrated by internal and external factors beyond your control, now is the time to act. Don’t let old beliefs stand between you and a sustainable, autonomous future!
Review these most frequently ask questions:
A. Will I lose my autonomy?
NO! You will run your Agency as you always have. Collectively we will have business goals which are as lucrative as possible.
B. Who should join Smartplan?
Agencies interested in increasing their commission income and qualifying for or enhancing contingency income programs. Additionally, agencies that may need administrative, business development, and/or operational support can benefit greatly from our Strength & Numbers Plan.
C. Why should my agency associate with Smartplan?
Larger agencies have a greater advantage when matched against their lesser peers. More markets, more commission and greater contingency puts the local agent at a great disadvantage. Further, carriers are paying less in commission when production demands are not met. Short run prospects for a change in this trend are unrealistic.
D. Are there different ways of associating?
Yes. Smartplan understands the business and personal side of making the decision to protect your agency and associate with us.
E. What are the costs involved?
A modest start-up charge and per month fee for unlimited transactions on our Agency Management Sstems and Comparative Real-Time Rating Software.
F. What can I expect from Smartplan?
Your association and that of the other members provides powerful representation with our carriers. With your input and enthusiasm, our unified relationship promises a more secure income.
G. What about my current commissions and contingency plans?
Minimally, you will continue to earn your current commission levels with your contracted carriers. In many cases, we have negotiated on your behalf with these carriers and earned increased commission. By utilizing the law of large numbers we receive higher contingency percentages than an agent can expect on their own.
H. How do our organizations interact?
Normally, you will keep your Carrier-assigned Agency Code. However, in the future the code will move under the Smartplan umbrella. Direct Carrier rating interface will be set up immediately so you can rate, issue, and endorse policies whenever possible.
I. How do we get started?
Submit the Contact Us Form by pressing the button/link below to start the process. The Partner Relationship process typically takes about 60 days to complete.
Please Contact Us to get more information!
Download Our Application