Palm Beach County splits between high-value coastal property and a large seasonal population, and both create service patterns that a generic CRM handles badly.
Above roughly $1M in dwelling value, the differences between carriers are in ordinance and law, extended replacement cost and the hurricane deductible, not price. Side-by-side proposals show those lines instead of premium alone.
Half the book leaves in May. Unoccupancy provisions, mail forwarding and out-of-state contact details belong on the client record so renewal notices actually reach the insured.
A 2% versus 5% hurricane deductible on a $1.2M home is a $36,000 conversation. Proposals show the dollar amount, not the percentage.
Palm Beach carriers are selective about new agencies. Market access lets a new agent quote the high-value and surplus lines markets immediately and build the production record that earns appointments later.
Yes. Agents in West Palm Beach can quote and place through existing carrier appointments while keeping the client and the renewal, with a commission split starting at 65%.
Flat $99 to $299 a month for the whole agency, never per user. Market access plans are $99 for a solo agent, $149 for a producer and $199 for an agency.
Yes, through market access. You quote, the desk finalizes and binds with the carrier, and the client and renewal stay yours.
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