THE AGENCY MISSION STATEMENT
An agency mission statement is a simple outline of the agency's overall goal. It should be phrased in terms of meeting the needs of current and potential clients, and should indicate your business emphasis.
The mission statement can address the type of service you want to offer and the clients you wish to attract, and/or it can outline your agency goals in a general manner.
If you address the client and prospective client, since you can then also use your mission statement in advertising and brochures. Here's an example of a client-driven mission statement:
'It is the mission of XXX Agency to provide professional services and programs to our clients in keeping with our published service standards. Our service standards are given to all clients and represent our written commitment to those high standards. The written commitment is backed up by our staff of professionals, who are being exposed to training and developmental programs on an ongoing basis.' There are many different versions of mission statements. Whatever is used should highlight positive agency features and make some form of commitment.
Here are samples of mission statements from a few successful firms:
STAEBLER
MISSION STATEMENT
To achieve security and prosperity for our clients and ourselves through ongoing, rewarding and supportive relationships, by providing insurance and financial services.
COMPANY POLICY
We will achieve the Mission Statement:
- With highly qualified, sincere, caring and motivated staff
and
- By continually assessing and improving our service and products
ANCHOR PACIFIC GROUP
MISSION
To be the vanguard of innovation by combining an array of Life, Health, voluntary employee benefits, Property/Casualty, and Workers' Compensation plans into creative, dynamic and cost-effective programs-designed, marketed, underwritten, and serviced by a single source.
TRISSEL GRAHAM & TOOLE, INC.
DAVENPORT, IOWA
MISSION STATEMENT
Our mission is to continue to be the most successful independent insurance agency in the Quad Cities.
Our objective is to NEVER lose an account as a result of poor service. We recognize the inevitability of occasionally losing an account to price, for we cannot control the pricing of our competitors. We can and will control the service we provide to our clients. If we attempt to place ourselves in our client's position and try to treat the client as we would like to be treated, we will succeed.
ULRICH VOORHEES WARNER ASSOCIATES
OUR MISSION
To provide superior insurance, risk management, and related services for a selective clientele. We will be recognized by our clients and suppliers as a highly respected, innovative, and professional sales organization that maintains excellence in all areas of interaction. We will foster a corporate culture that stimulates, recognizes, and rewards employees for achieving and exceeding individual and corporate goals.
THE LIEBERT GROUP
STATEMENT OF MISSION
Our mission is to be the best insurance agency in the New York metropolitan area.
As a sales organization, we are committed to growth and longevity. This will be achieved by obtaining the highest level of profits, by providing our customers with the best insurance protection for their individual needs.
We will maintain the highest level of honesty and professionalism in dealing with our customers on an individual basis.
We will reserve a high sensitivity to their needs.
We will actively solicit new clients that fall under our underwriting standards and sales objectives.
We will service our existing clients as if each is our most important account.
We will maintain the highest level of honesty and professionalism in dealing with our companies through our marketing, underwriting, claims handling, and accounting.
We will strive toward open communication with our underwriters and their managers.
We will treat all employees as our most important asset by providing equal employment opportunities, creating a learning and challenging environment and encouraging ongoing education to allow all employees the opportunity to grow within our company.
We are committed to full automation within our agency and complete interfacing with our companies.
We will strive to maintain leadership in our community by supporting our local organizations.
GHA
We are an employee-owned sales and service organization providing cost-effective Property & Casualty insurance, risk management, and financial services.
OUR MISSION:
To fulfill the changing needs of current and prospective clients, while striving for the highest level of professional excellence in our products and services.
To provide an atmosphere of teamwork and employee participation with opportunity for professional growth, personal satisfaction and financial security.
To build and maintain long-lasting, consistent and profitable partnerships with insurance markets.
To enhance shareholder value by increasing our client base, dedicating ourselves to increased productivity and profitability consistent with long-term earnings-per-share growth.
We will accomplish our mission with leadership that will ensure perpetuation of our corporate culture. We will adhere to rigid moral and ethical standards in all our dealings, as we meet the challenges of the future. We are confident in our ability to create and maintain a GHA Team that is the very best at what we do.
SPARKS INSURANCE, INC.
Welcome to Sparks Insurance, Inc. We are a company that works together as a TEAM. We will:
1) Strive to develop individual and office professionalism.
2) Set and achieve sales and growth goals.
3) Create, establish, and perform efficient work habits and methods.
4) Strive for a unified and pleasant working environment.
And last but not least:
5) After accomplishing all of the above, the Sparks Insurance team should become more profitable, and we will endeavor to pass a portion of these profits on to the team members.
MISSION STATEMENT:
Sparks Insurance, Inc. is a full-service insurance agency committed to providing the best in coverage and service for its customers at a competitive price.
We will secure all types of insurance coverage using risk management techniques for both Personal and Commercial lines customers.
We will provide a pleasant work environment with opportunities for education, personal enrichment, and career advancement. We expect our employees to be professional, ethical, motivated, and concerned for the client and the agency.
We will be a profitable, growth-oriented agency. We will have an annual goal of at least 15% growth in revenues without sacrificing service to our existing clients or profitability to our companies.
We will offer our services in those geographic areas where we can achieve the previous mentioned commitments.
ROSS & YERGER'S GOAL
To be the ultimate firm in the insurance profession, regarded as second to none in serving the interest of our clients
MISSION STATEMENT
Ross & Yerger is committed to...
- providing our clientele the highest-quality insurance and services that address risk management, bonding, employee benefits, and financial planning needs.
- serving the needs of individuals and businesses that are financially stable and seek long-term relationships.
- attracting and retaining employees with absolute integrity who are intelligent, dedicated, motivated, and committed to the highest standards of professionalism.
- providing the necessary training, support and motivation so each employee develops his or her maximum potential, including attaining the appropriate professional designation.
- serving others by encouraging involvement in civic, charitable, educational, and political affairs.
- maintaining profitability to ensure the continuity and perpetuation of the firm.
Saginaw Underwriters, Saginaw Financial Planners, Inc. & SURCO
MISSION STATEMENT
The mission of Saginaw Underwriters, Saginaw Financial Planners, Inc. and SURCO is to provide professional insurance, financial, and real estate services to the Greater Saginaw area;
To help each of our employees develop to their maximum potential so they may feel completely fulfilled personally as well as a part of the Saginaw Underwriters team;
Furthermore, for Saginaw Underwriters to operate in the most efficient method possible, to earn a reasonable profit for the company and retain enough earnings so that the company can grow and prosper in the future;
Each employee is encouraged to spend a reasonable amount of their time in community service to help our community be a better place in which to live.
HORTON INSURANCE AGENCY, INC.
MISSION STATEMENT FOR THE 90s
To become a strong, regional, full-service agency by maintaining an aggressive sales posture; adhering to the highest standards of excellence; and providing a broad range of products to fiscally sound industries regarding their business and personal insurance needs.
Our desire is to communicate a passion for service to our community, our companies, our customers, and our staff. We want our firm to be the epitome of professionalism, teamwork, integrity, and conservative business practices.
We believe that our people are the key to the success of our organization. We feel a great sense of responsibility to continue a sound growth pattern that will enable each of our employees to achieve at their maximum level. We are committed to rewarding our employees by providing educational opportunities, benefits that protect them both now and in the future, and an environment that encourages growth as people, as well as employees.
In summary, we believe that we have a sacred trust to protect our customers, encourage the growth of our employees, and achieve a reasonable profit. Our success will be measured against these principles.
PERSONAL LINES OTTAWA
MISSION STATEMENT
Our clientele is our life line. We are here to serve them professionally with integrity. We must continually improve on product knowledge to remain competitive. Our goal is to write new business; however, a bigger goal and one that really proves our competence is retaining business. With this in mind, a good attitude must be developed to serve our clients and convey their requirements to the insurers.
STRATEGY
1) Prospecting will be increased from [YEAR] on single-line accounts. Also, Murray has and is calling all good cancelled files to see if we can re-quote. This will generate leads in [NEXT YEAR].
2) We will use brochure drop-offs where appropriate.
3) Chris is working with one property management company to prospect tenants' policies. Results will be monitored.
4) We will continue to encourage Commercial producers to write Personal Lines. Murray will continue to attend Commercial Lines meetings.
5) [NEXT YEAR] risk counts will be followed closely to determine growth. We anticipate these to be accurate this year.
6) Compu Quote is to be installed February [NEXT YEAR]. This will assist prospecting and free up Personal Lines producers to write more business.
7) Advertising in the Ottawa Carleton teachers bulletin has commenced.
Results will be reviewed for analysis. Same for advertising done in Century 21 bulletin.
COMMERCIAL LINES OTTAWA
MISSION STATEMENT
We want to be a department that provides professional and innovative attention to our customers. We want our clients to consider us an important part of their business.
We want to create and nurture an environment that is harmonious, supportive, and friendly.
We want to work to ensure the ongoing prosperity and growth of our company, as well as that of our insurers, so that we too may prosper.
STRATEGY
1) Continue use of sales centre to develop leads.
2) Continue IMMS tapes to help generate sales ideas.
3) Establish an exclusive jeweler block program with Gore (first quarter).
4) Establish a farm equipment program in January [NEXT YEAR] through Gullivers.
5) Analyze company results and review companies we wish to support.
6) Continue to encourage Personal producers to write Commercial Lines.
7) Continue IIS as a source of income.
RHODES & WILLIAMS LIMITED (Toronto)
MISSION STATEMENT
Rhodes & Williams Limited's mission is to be the very best at helping people and companies protect all their assets.
To be a well-recognized insurance brokerage in the province of Ontario for offering professional advice and management of insurance services.
To be a well-recognized and profitable insurance brokerage.
STRATEGY
1) Continue to account sell.
2) Use more Yellow Pages advertising.
3) Improve service to our existing book to maintain clientele.
4) Continue to offer Life or Group to all Commercial accounts.
5) Review availability of purchasing a small producer if one became available.
6) Continue to watch expenses closely for savings needed to be profitable.
BHJ, Inc.
We Believe:'BHJ, Inc. is a group of professional people specializing in the sale of insurance and real estate with a common goal of profitability earned through sound and ethical business practice, while benefiting the community, our employees, and their families.'
POTTS, DAVIS & CO.
POTTS, DAVIS & CO is the leading independent insurance agency in the mid-Willamette Valley.
We are committed to the professional sale of quality insurance services, focusing our efforts in Salem, Portland, and the surrounding areas.
We are dedicated to growth and profitability for the continued security of our clients and employees.
Policy Statements
WE WILL conduct ourselves with honesty and integrity.
WE WILL recommend and provide coverages that meet the protection needs of our clients.
WE WILL represent quality markets on behalf of our clients.
WE WILL provide opportunities for the professional growth of our employees.
WE WILL treat people with courtesy and respect.
WE WILL place coverages that provide insurers an opportunity for profit.
WE WILL total-account sell.
WE WILL provide complete, accurate submissions to our carriers.
WE WILL support the growth and development of our community by encouraging employee involvement.
WE WILL seek and represent clients whose business provides us an opportunity for profit.
WE WILL follow and enforce our agency credit policy.
WE WILL maintain an environment that encourages the highest and best use of each employee's individual strengths and skills for the overall corporate good.