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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 $430,000,000 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

Cell Phone: 818-390-0079

Phone: 800-401-8847

FAX: 559-440-9583

Locaton: 3245 West Figarden Drive, Fresno, CA 93711

 

 

 

 

Copyright 2008 by United Valley Insurance Services, Inc.