https://completemarkets.com/Article/article-post/605/The-Service-Ceiling-What-Causes-It-How-to-recognize-it-How-to-break-through-it/
...the $500,000 revenue level, when staffing beyond family members occurs. The tr...ey're seeing no added value to your services.
If a loss of customers is indica...
https://completemarkets.com/Article/article-post/1004/IMPROVING-PRODUCTIVITY-TO-INCREASE-NEW-SALES/
... tried to solve this problem by 'staffing for growth,' adding more people in a...gure out whether there might be overstaffing in one area and a shortage of per...
https://completemarkets.com/Article/article-post/649/The-Keys-To-The-Kingdom-Sales/
...f revenues to the key expenses (staffing and marketing) and carefully track t...
https://completemarkets.com/Article/article-post/2155/Staffing-Smart/
Staffing Smart
STAFFING SMART
by Roy Phillips
Agency profit...shops) to a high of 32 percent (overstaffing in action). If our example agency...
https://completemarkets.com/Article/article-post/488/Wrestling-Profits-From-Small-Commercial-Accounts/
... streamline the handling of small accounts. Using carrier service centers is one example. I recently spoke with a manager who told me that her agency "turned off" carrier download for six months. This forced CSRs to transfer clients' calls to a service center. Another agency we worked with had a small-accounts department that generated $500,000 in revenue on 2,000 accounts. It was staffed by a manager and three CSRs. Producers who brought in small accounts received a percentage of the agency's renewal commission. The agency determined what share of its total expenses the department accounted for, and realized that it was making only $28,000 in profit on its book of Small Commercial accounts. The agency identified $125,000 of small-accounts business that was eligible to be moved to ... . Producers will gladly give up all their problem accounts that meet the commission requirement — the client is difficult to deal with, the account involves too many transactions, it's hard to place with markets, etc. This also prevents the department from accepting larger accounts that fit the small-accounts model. Efficiency is even more important with small accounts than with larger ones. Only those that can be sold and serviced quickly and easily should be in a small-accounts unit. Many of the accounts might be able to be sold over the phone, for instance. All of them should be able to be placed with standard markets. An agency should never have to go through a wholesaler for small accounts; doing so would only further reduce the already small commission paid on these accounts and eat into profits. If ...
https://completemarkets.com/Article/article-post/240/Developing-A-Marketing-Plan-In-A-Distressed-Agency/
...ive pricing
c. Demographics
d. Staffing
e. Expertise
f. Use of automation ...loyees, credit status, or specialty services, that information should be inclu...
https://completemarkets.com/Article/article-post/2574/Sample-Presentation-Package/
...t Service Proposal
III. Client Services
IV. Workers Compensation
V. Busi... a full range of financial planning services, including life, health and disab...
https://completemarkets.com/Article/article-post/233/Agency-Automation-An-E-O-Resource/
...rly easy.
One key issue involves staffing. The buyer might be able to take ove...s attrition levels, over (or under) staffing, lack of producer motivation, wea...
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/2154/CLUSTERING-REVISITED/
...s defining terms Personnel staffing and training of service representati...