Search CompleteMarkets

..._________ 5. $___________ 6. Staffing: Total Number Includes Principals NUMBER % OF TIME SPENT A. Personal Lines customer service representative or...riers? If so, which ones and for what lines? _________________________________...

... Personal Lines clerical support ____ ____ C. Commercial Lines customer service representative or underwriter ____ ____ D. Commercial placer ____ ____ E. Commercial clerical support ____ ____ F. Data input ____ ____ G. Receptionist/secretary ____ ____ H. Accounting/billing ____ ____ I. Outside sales personnel: total ____ ____ 1. Principals - number ____ Time breakdown: Principal Principal Principal No. 1 No. 2 No. 3 Sales ___% ... policies ____ Commercial Lines accounts ____ Commercial Lines policies ____ 5. Commercial Accounts: Five Largest, written Premium 1. $ _____ 2. $ _____ 3. $ _____ 4. $ _____ 5. $ _____ 6. Staffing: Total Number Includes Principals NUMBER % OF TIME SPENT A. Personal Lines customer service representative or underwriter ____ ____ B. Personal Lines clerical support ____ ____ C. Commercial Lines customer service representative or underwriter ____ ____ D. Commercial ... ___% Crime/Fidelity/Glass ___% ___% ___% General Liability ___% ___% ___% CPP/BOP/Package ___% ___% ___% Commercial Auto ___% ___% ___% Workers Compensation ___% ___% ___% Other Commercial Lines ___% ___% ___% Personal Auto ___% ___% ___% Homeowners ___% ___% ___% Other Personal Lines ___% ___% ___% TOTAL 100 % 100 % 100 % &# 160 3. Estimated Agency Overall Loss Ratio 19_ 19_ ...

...agency, from office workers and secretaries to producers and managers, must cl... decreased training time, decreased staffing needs, and more efficient monitor...