Partner with Us to Succeed
As a valued independent agent, we depend on our mutual partnership to drive success. To confirm our compliance with all applicable regulatory requirements, we conduct periodic Agency Reviews to verify your agency has retained all required policy documents.
Agency Reviews help us ensure that together, we are conducting business effectively and providing your clients with a positive customer experience, especially in the event of a loss.
To ensure that positive experience, we wanted to remind you that we will implement follow up actions for:
Agencies that do not respond to an audit request
Agencies that receive a less than satisfactory result
These actions may include additional Agency Reviews or the suspension of binding authority.
Your active participation in the review process is critical. Document retention and compliance helps best protect your agency, your clients and Travelers. Upon request for information for an Agency Review, we ask for your attention and response to avoid any further actions.
Resources Available
Document Retention Overview
Agency Document Retention Compliance Tip Guide
A list of all required documents, by state, in the 'Reference and Manuals' left navigation bar link on Agent HQSM
Your Personal Insurance Sales Executive is happy to discuss our agency review process in more detail and answer any questions you or your staff may have.  
Thank you for your assistance and continued partnership.
Doug Purcell
Regional Vice President

Susan Upshaw, CIC
Select Insurance Markets, LP.
(281)350-8366(281)350-8366 Direct or 1-800-489-25011-800-489-2501 X126 Toll Free
(713)204-0283(713)204-0283 Cell
(281)651-1139 Fax
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