https://completemarkets.com/Article/article-post/488/Wrestling-Profits-From-Small-Commercial-Accounts/
...n seem hard. In our 20 years of consulting in the insurance industry, we’ve se...
https://completemarkets.com/Article/article-post/2034/STAFFING-PRODUCTIVITY-HOW-DO-YOU-MEASURE-UP/
Staffing & Productivity: How Do You Measure Up?
STAFFING & PRODUCTIVITY: HOW DO YOU MEASURE ...wman is the president of Phaze II Consulting, Inc. (Ft. Myers, FL), a management consulting firm for the insurance industry....
https://completemarkets.com/Article/article-post/1099/STAFF-MEETINGS-101/
...res issues, company information, staffing changes, work in progress, and it re...available for in-house training or consulting. For contact information on facu...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/161/Best-Practices-Of-Financial-Management/
... With the amount and speed of change occurring and the significant pressure on profit margins, the financial manager is having to do much more than ever in the past. In the past, financial managers tracked the agency's overall performance. Today, operating performance is needed on every profit center, department, book of business, and producer. Decisions are made every day on marketing strategies, producer compensation, staffing, and so on. Consequently, detailed and accurate information is required on every aspect of the operation. With the pressure on profit margins, an agency must effectively manage revenues and expenses. As a result, the financial manager is not just tracking receivables, investment income, and expenses, but is also finding ways to negotiate better agreements with carriers, financial institutions, and other providers. ... these questions, many of your Best Practices competitors can. If your responses are no' or I'm not sure, ' maybe you need an audit of the financial management function of your agency, some additional training for your financial manager, or the services of an outside CFO to complement their efforts. Angela Bemiss is a senior vice president and principal of Reagan & Associates, an independent Atlanta-based management consulting firm working with insurance agents, brokers, and companies. Before joining Reagan & Associates, she served as chief financial officer for two of the most successful regional brokerage firms in the country. Reagan & Associates developed and annually produces the Best Practices Study' in conjunction with the Independent Insurance Agents of America. They also provide a wide range of services, including financial management audits and outside CFO ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2236/THE-CHANGING-INSURANCE-DISTRIBUTION-LANDSCAPE/
... But before conceding a hefty share of the insurance market to banks, let's consider some of the inherent problems they'll face. First, many banks have not demonstrated an ability to effectively cross-sell their own services. As insurance is added to the list of services provided, there's no reason to believe that banks will automatically become effective cross-sellers. Second, insurance products must be sold. Most banks are not staffed or structured as sales organizations, which may make it difficult to sell and distribute certain insurance products, particularly those that must be sold on a one-on-one basis. Additionally, for banks to be effective in the insurance business, many questions will need to be answered. What insurance opportunities actually exist within an individual bank's customer base? Which customers should be targeted? What products should be sold? ... In the end, the distribution of insurance will be forever changed. Along the way, winners and losers will be found among both the banks and the independent agents. This article originally appeared in the National Underwriter, P&C Edition, and is reprinted with permission. Bobby Reagan is the president of Reagan & Associates. He has been in the insurance industry for 23 years and in the consulting business for the past 13 years. Jim Campbell is senior vice president of Reagan & Associates. After beginning his career in the banking industry, he has spent the past 10 years consulting to financial institutions on issues related to strategy and financial performance. Reagan & Associates is a management consulting firm working with organizations involved in the sale and distribution of insurance products and services. Login or Register ( ...
https://completemarkets.com/Article/article-post/88/Requests-For-Proposal-Upgrading-Agency-Automation/
...ts?
It’s also likely that agency staffing patterns will change. Staff changes ...
https://completemarkets.com/Article/article-post/1742/TOP-10-LIST-OF-THINGS-TO-CONSIDER-WHEN-STARTING-A-NEW-AGENCY/
...fied and acquired. 10. STAFFING. Factors important would include: (1...accommodate carriers? 10. STAFFING. As your agency evolves into a ma...
https://completemarkets.com/Article/article-post/2574/Sample-Presentation-Package/
... on company loss runs.
Loss Consulting
XXX & Company Cla...
https://completemarkets.com/Article/article-post/611/Incentive-Compensation-Programs/
...ollowing year without additional staffing requirements, that employee deserves...
https://completemarkets.com/Article/article-post/76/Everyone-Wants-A-Winner/
...for the 'magic bullet' answer to staffing woes, but there's a problem-not many...