Identify the actual relationship
Provide name, agency, business email and phone, licensed states, and the wholesale person receiving this opportunity. The association is specific to this account.
A live account can start the relationship
Give the team enough information to understand the account and what happened.
A partial opportunity can start the conversation. Send what you have through WorkComp Finder and identify what is still missing.
Describe the business and work
Provide legal name, DBA, website, states, industry, actual operations, class codes if known, employees, payroll, premium, mod if known, years in business, and requested effective date.
Explain why the account is being marketed
Select non-renewal, cancellation, gap, high mod, claims, assigned risk, new venture, carrier decline, current program dissatisfaction, renewal increase, or another reason—and explain the next deadline.
Show what the market has already seen
List the current program, expiration, markets and wholesalers approached, decline reasons, and target outcome. Prepare the ACORD 130, loss runs, mod worksheet, current policy, notices, payroll, supplements, and other relevant evidence.
QUICK APPETITE CONVERSATION
Have a live file? Start before you spend a week guessing
A useful first conversation includes the producer, agency, employer industry, state, approximate premium, mod if known, the primary problem, and a concise question.
SECURE FOLLOW-UP
Send documents privately
Use the WorkComp Finder submission form for applications, loss runs, and account documents. Never submit Social Security numbers, banking data, or unnecessary employee personal information.
WHAT HAPPENS NEXT
Know where the opportunity stands
The people connected to the account can follow whether it was received, needs information, is being reviewed, or has reached a decision.
HUMAN CONTACT
Talk through the account when the narrative needs context
Use the contact below to start the partner conversation or send the opportunity through WorkComp Finder.
A human next step
Robert McGann
Founder & Senior Partner
Powered by WorkComp Finder. This partner microsite recruits and supports retail insurance professionals with general program education, flexible appetite guidance, and a path to request review. It does not provide underwriting approval, eligibility, a quote, coverage, or a promise to bind.
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