This checklist outlines the major factors an insurance agency and a producer should consider in negotiating an employment agreement. It should not be construed as a specimen contract or agreement but merely a guide for reaching a meeting of the minds over subjects important to both parties. If you are engaged in this kind of negotiation now, use this form to check off these considerations in the blocks provided, as they are agreed upon. Be sure to consult an attorney for assistance in drafting the legal language necessary to implement a formal contract.

CHECKLIST OF CONSIDERATIONS IN NEGOTIATING A PRODUCER/AGENCY AGREEMENT This checklist outlines the major factors an insurance agency and a producer should consider in negotiating a...

FRAMEWORK FOR AGENCY SUCCESS by Patty Vaughn NEW BEGINNINGS I'm not quite sure why, but for me, fall is the time of year that signals new beginnings. Maybe it's because students are...

IMPROVING PRODUCTIVITY TO INCREASE NEW SALES by Carol Hammes When setting your agency's production goals for the coming year, don't rely on help from the marketplace. In fact, it...

IS EMPLOYEE OWNERSHIP RIGHT FOR YOUR AGENCY? PART II by Carol Hammes Offering your employees the opportunity for agency ownership can help attract and retain quality people. Sooner or later,...

JOB DESCRIPTION: PRODUCER OBJECTIVE: Under the direction of the production manager, plan, lead, and control personal p...

OBJECTIVE: Under the direction of the agency manager, plan, lead and control an effective sales function to ensure the development,...

MAXIMIZE PERSONAL LINES PROFIT WITH BEST PRACTICES TIPS by Shirley Lukens Many agencies are looking at Personal Lines as an important source of revenue. In the current Best Pr...

MENTORING FOR AGENCY GROWTH by Mona Carpenter According to Webster's, a mentor is 'a loyal advisor entrusted with the care and education of a student ... a wise and trusted counselor.' I...

Motivation is tied closely to compensation, but the two are very different. Compensation is simply one form of motivation. There are many forms, all of which should accomplish one thing: encourage producers to sell and make them feel good about what they're doing and where they're doing it. A good motivational environment will help both Life and P/C producers. You should have a motivational atmosphere for your CSRs, as well. You should maintain a high recognition level in which all agency members can participate.