The determination of adequate compensation levels for the staff is one of the most difficult issues...

CSRs WHO SELL: SHOULD THEY BE TREATED LIKE PRODUCERS? by Virginia Bates Put your money where your mouth is. Whether principals and managers assume that employees unders...

It's difficult for agency owners to succeed at management. When the same person is responsible for insurance issues and management, the latter will almost always suffer. In this document, Jack Fries reviews the essential requirements of a competent manager.

Professional Agency Reviews invariably reveal backlog in most of the profit centers (Personal Lines, Commercial Lines, etc.). There’s no way to do regular account reviews for Personal Lines and small Commercial Lines, because the CSR 'doesn’t have time.' In this document, Jack Fries tells you how to motivate people to eliminate backlog and provide customers with the service that they deserve.

EMPLOYEE EVALUATION INTRODUCTION While the job description is the basis of the employee evaluation, the evaluation also affects the job description, helping to keep it flexible an...

copy;Copyright 1994 by Business Transition Network, Inc. and Gary E. Jacobson, J.D. All Rights Reserved Revised 10/11/94 [AGENCY NAME] / [EMPLOYEE NAME] EMPLOYMEN...

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...

EVALUATIONS AND COMPENSATION by Al Diamond When you mention employee evaluations in most insurance agencies, the owners begin to fidget, admitting that they do them spora...

FOR THE FUTURE-PRODUCER RECRUITING Producer recruitment should be a continuous process that provides the lifeblood for your agency. In th...

HIRING THE RIGHT PRODUCER ...