Insurance Companies and Groups

Insurance Companies: Please list your insurance companies and annual premium range.

Click here to enter your Insurance Companies

Clusters
Are you part of a cluster? Cluster Name Other

Associations

Are you a member of other associations or affiliations?

(Hold down the CTRL key when selecting more than one or Write in the name of the Association)


Keeping in Contact

Please provide a complete listing of your primary office contacts, titles and email addresses with your application.  In so doing, IBA West can more efficiently and effectively distribute timely information to appropriate office contacts for legislation, education, insurance products, financial service products and the Weekly Insider.

Principal Contacts
Click here to enter your Company Contacts


Branch Offices
Click here to enter your Company Branches


How did you hear about IBA West?

What are your primary reasons for joining IBA West? Hold down the CTRL key when selecting more than one

PLEASE READ THE FOLLOWING:  My firm and the producers herein submit the qualifications for membership.  I understand that: Membership in Insurance Brokers and Agents of the West may be denied or revoked at any time if information provided on this application is not true and complete, or as specified in the Bylaws; dues are fully earned at the inception of membership; dues are calculated annually and are prorated in accordance with association policies; membership in California is co-extensive with the Independent Insurance Agents & Brokers of America (IIABA), as well as local Big “I” associations (where membership, if any, may be subject to that board’s approval).

 

Check here to acknowledge you have read the above.

Use the following space if you have any additional comments or questions for Member Services.

Your application for membership will be emailed to IBAWestMemberUpdate@ibawest.com,the IBA West Member Services office located at:  

IBA West, 21731 Ventura Blvd, Suite #165, Woodland Hills, CA 91364-4359

Phone 800-772-8998      Fax 818-888-1757          www.ibawest.com

 You will be contacted directly with a membership dues quote or to obtain additional information that may be required.  At the time of acceptance, you will be requested to provide a copy of your broker/agent license and bond.

                                             

Firm Ownership
Federal Taxpayer ID
License No Expires
Regular Membership Application

Your Information

Please let us know how to contact you regarding this application.                                        

Your Full Name
Your Phone
Your Email Address

Company Information
Company Name
DBA
Physical Address Suite/Floor
City State Zip Code
Mailing Address Suite/Floor
City State Zip Code
Main Phone Ext
Fax
Cell
Email Website     

Business Profile

Membership dues are based on all insurance and financial service related revenue, including commissions for property and casualty, life and health, employee benefits, financial products, contingent commissions, interest income, fees for services, etc. for all offices in the state, rounded to the nearest $25,000.

Providing data on business lines, premium volume and headcount, allows IBA West to better serve you by providing more useful products and services.  The additional data is used in order to provide you with a strong legislative and regulatory representation.  All firm-specific demographic and operating information will always be maintained confidentially by IBA West.

Company Annual Revenue
Total Number of Employees in this and all other offices in the state
Total Number of Employees in the Main Office Only (For Local Association Membership)
In all offices, number of
Principals
Producers
Licensed Employees
Your current E&O Company Expires
Your current WC Company Expires
Gross Annual Premium Volume for all offices (Round to nearest $100,000)
Proportion of Business
Personal %
Commercial %
Surplus %
Life/Health %
Other %
Any specialties?