Marketing Summaries

Your Wholesaler Should Keep You Informed

You should expect more from your wholesaler. Ethos' marketing summaries make sure that you are informed every step of the way.

Know which carriers have been submitted to
Updated weekly so you always know the position of carriers for your opportunities
Built into our system from the ground up, so you can count on it for every account, regardless of size

Example Marketing Summary

Carrier Submissions

CNA

Declined By Carrier

Due to venue.

Admiral

Proposal Offered

Hudson

Proposal Offered

Aspen Insurance

Indication Offered

$3,500

Hallmark

Additional Info Needed

7 years currently valued loss runs and full description of services rendered on behalf of Kalaheo Wellness Center.

Kinsale

Proposal Offered

MedPro Group

Proposal Offered

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