WALTON TAX ASSOCIATES LLC

873 US-331
DEFUNIAK SPRING, FL 32435

Talking Points

For the Agent

These are points that might help guide an agent as they look to approach a prospect.

  • A break in policy terms may indicate inconsistent work load which can result in substandard employment.
Needs Attention

Market Competitiveness

We measure relative change (when a business chooses a different WC provider), and market share distribution over a rolling 24 months as compared to it's industry and state level activity to determine how competitive carriers are for your class of business.

  • 3% of peers have changed carriers since last year.
  • Current Carrier's market share is in the 95th percentile at 54.5% of the market.
Good

Business Stats

Policy History

Term Carrier
2022
11-20-2022

2021

2020
11-26-2019

2019

2018

2017

2016

2015

2014

2013
08-01-2013

2012
08-01-2012

2011
08-01-2011

2010
08-01-2010

2009
08-01-2009

Contacts

Mbo Dedsvx
Owner
(301) 530-0457
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Zcl Hmghyu
Principal
(902) 075-9666
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2aa
(461) 840-7446
91e4

Industry Classification