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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
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