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https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1684/AGENCY-BROKER-PROFILING/
... If you are not automated, you need to look into this critical area and address the need in your planning. It may be crucial to your survival. Suggested categories should include, but not be limited to, the following: Fire, Allied, and Marine Crime, Fidelity, Surety, and Glass General Liability Commercial Package/Businessowners Commercial Auto Workers Compensation Other Commercial Lines Personal Auto Homeowners Other Personal Lines Item No. 3: You need to provide your overall agency loss ratio. A good way of doing this is to ... and specific information about principals. 2. Agency-staffing information, describing the positions, duties, and experience of each staff member. 3. Production information, outlining the mix of business, written premium, commission income, number and size of accounts, and number of policies. 4. Carrier information: written premium, loss information, lines of business, and carrier positions held. (It is important for your carriers to feel that you understand their situations.) 5. Automation capability. 6. Perpetuation arrangements. Carriers want ... has not been rated yet. &# 160 AGENCY/BROKER PROFILING The agency profile tells the agency's story and presents the agency's expertise to prospects, clients, and companies. It's like a resume. If you're looking for employment, you would prepare a resume that highlights your work experience, education, and other activities in a way that makes you look good to the prospective employer. Likewise, the profile should impress the prospect with your competence- your ability to anticipate and solve their insurance problems. It's no different from the ...