Submission Requirements
Program Requirements
- For AIX to entertain a new program, the following must be submitted to our review committee (marketing@aixgroup.com):
- Program/Agency Background
- States where the program is active
- 5 years of currently valued loss runs
- 5 years of historical exposures
- Target classes
- Current carrier and structure
- Underwriting guidelines
- Business/marketing plan
- Premium projections
- Key personnel resumes or CV’s
- Agency financials
- Systems capabilities
- Actuarial Report (if available)
Individual Risk Requirements
- For AIX to entertain a new individual risk client, the following must be submitted to our review committee (marketing@aixgroup.com):
- Executive summary discussing overall account
- 5 years of recently valued loss information, including actuarial report and/or loss triangles if possible
- 5 years of exposure data
- Lines of Business
- Limits Profile
- Financials