Agent Prospect Application Procedure

Typically, the first personal contact a prospective agent has with Conestoga Title is by way of a telephone interview conducted by one of our company's Marketing Representatives.  Our representative qualifies them for a personal visit and schedules a meeting.  It is mandated by Conestoga that a personal interview be conducted for any agent applicant.  In the meeting, the representative looks for the professionalism and experience displayed by the applicant and their employees.

Should a prospective agent express interest in our program, they will complete the "Application for Approval" form.  They must also submit all information requested on the application.

Each applicant is discussed by Management, and a recommendation agreed upon for presentation to our company's Board of Directors.  Applicants are presented at the monthly Board Meeting, and are formally approved or disapproved at this time.

After the prospective agent is approved, all conditions imposed by the Board met, and the Agency Agreement executed, a meeting is scheduled for a "set-up."  During this meeting, the agent and any key employees are trained to use Conestoga Forms and procedures.  Additional training sessions are scheduled if necessary.  The process from initial contact to agency set-up takes one to two months, depending on the size and complexity of the agency.

The Agency Administration department conducts a review of the agent's use of forms and procedures ninety days after set-up.  Additionally, all agents are audited each year.  The auditor checks on the status of outstanding policies, analyzes premiums remitted, and monitors the number of insured closing protection letters issued in the agent's name.  The auditor also pulls random files and checks such items as timeliness of recording and check clearing, accuracy of form preparations, etc.  Department heads meet twice a month to discuss irregularities or complaints concerning individual agents.  All departments are involved in the continual monitoring of Conestoga's agents.

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Approved Attorney Prospect Application Procedure

Typically, the first personal contact a prospective Approved Attorney has with Conestoga Title is by way of a telephone interview conducted by one of our company's Marketing Representatives or one of our agents.

Should an attorney express interest in our program, they will complete the "Application for Approval" form.  Evidence of malpractice insurance in an amount of at least $200,000 per claim must also be provided.

Each applicant is discussed by Management, and a recommendation agreed upon for presentation to our company's Board of Directors.  Applicants are presented at the monthly Board Meeting, and are formally approved or disapproved at this time.

After an attorney is approved, a meeting is scheduled for a "set-up."  This meeting is normally conducted by one of Conestoga's agents.  If we have no agents in that particular county, a representative from our home office conducts the meeting.  During this meeting, the attorney is trained to use Conestoga forms and procedures.  Additional training sessions are scheduled if necessary.

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