ESTABLISH AN ORGANIZATIONAL STRUCTURE by Gary Holgate When analyzing the organizational structure of an independent insurance agency, you will find that there are four different general functions pe...

Many producers, whether they're involved in agency management or not, depend on CSRs to help maintain their current book and deal with...

STAFF BONUS PLAN by John Jaques Customer Service Representatives (CSRs) have evolved from primarily clerical employees who follow producers' specific directions to today's highl...