Membership Benefits

 

Our Mission

Our mission is to provide our members with peace of mind. We help our members to be the best independent sales organizations they can possibly be by:

  • Securing and retaining competitive markets
  • Collaborating with our carriers to enhance your ability to book more business
  • Enabling greater revenue
  • Improving members' financial performances

General Information

  • Our members produce over $460,000,000 in Property & Casualty premium.
  • Our focus is preferred and standard commercial & personal property and casualty lines.
  • Our members are located throughout California.

Benefits of Membership 

  • Our members retain 100% of policy commission and are paid profit sharing and growth bonuses.
  • Carrier volume requirements are eliminated.
  • Profit sharing volume requirements are eliminated.
  • Our members have direct access to our carriers.
  • Our 16-member Placement Team helps you place your accounts. 

Qualifying for Membership

  • Positive financial operating ratios
  • Trust Account in balance for past 12 months
  • Good reputation among carriers
  • Profitable book of business
  • A focus on growing premium volume in commercial lines
  • Annual Financial Statements, CPA compiled
  • Willingness to subscribe to the United Valley Code of Ethics
  • Willingness to subscribe to combined Profit Sharing Calculation for each eligible carrier

Applying for Membership

For more information:
Jack Harbert CPCU, ARM, CIC, APA 

VP Member Operations

Phone: 800-549-4242

FAX: 559-440-9583

Locaton: 3245 West Figarden Drive, Fresno, CA 93711

 

 

 

 

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