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Affluent & Personal MGA

In 1997, the Chubb Group of Insurance Companies appointed Martin & Zerfoss as their managing general agent (MGA) for personal lines in the State of Tennessee. The appointment provided non-contract agents across the state with a market for their affluent clients. Today, with the addition of AIG and The Ace Group, we serve over 130 agencies in the Southeast.

We separate ourselves from other wholesalers by providing in-house service as opposed to sending our agents to a separate service center. Our staff deals directly with underwriters on a daily basis, so we take pride in the fact that we have high levels of underwriting and binding authority. We underwrite policies up-front, provide same day service for quotes and produce formal proposals for our agents. Most importantly, we pay a high rate of commission!

Christy Jones, CISR, CAPI and Susan Spencer, CIC each have over 20 years of experience working with high-net-worth individuals in an effort to resolve their complex insurance needs. Once an agent builds up a significant volume with one of our carriers, they're welcome to entertain a direct relationship with that carrier. We've had several agents turn down these offers due to the exceptional level of service provided by Christy and Susan.

Our goal is to make you, the agent, successful.

MGA Menu of Services Offered 

Types of Coverages we can broker for your Affluent Customers:

High Value Homes
Inland Marine/Valuable Articles
Collector Cars

Our Key Partners: 

ACE Private Risk Services
Berkshire Hathaway

Contracting and Submitting New Business

We are licensed to write business in 42 of the 50 states, but can easily accommodate the excluded states even without a license. We require a completed Acord form applications (and loss runs for commercial submissions) when submitting new business. 

Agents are not required to have a formal contract in place to request a quote from Martin & Zerfoss. Simply fill out the Quick Agency Profile Form and fax your Acord application so that we may have your basic contact information. Fax to Liz Wilkins at (615) 269-7390.

To begin the contracting process please download and fill out the full Agency Profile Form and form W-9 and fax to Martin & Zerfoss with all other requested documentation necessary. Fax to Liz Wilkins at (615) 269-7390.

Staying Informed

Serving insurance needs since 1978.

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