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/1980/AND-KARNACK-SAYS-%E2%80%A6/
... likely pricing problems. Review staffing issues and training needs. Inv...
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/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/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/977/HIGHER-EXPECTATIONS-EQUAL-GREATER-PROFIT-MARGINS/
... that they will be able to use their skills and motivation to help you achieve those goals. Structure the performance feedback and compensation program to reward the good performers and weed out the weak links. What's in it for me if I do? And what happens to me if I don't? Mediocrity is contagious; if tolerated it will eventually drag even the best people down. Once the organization is staffed with the right kind of self starters, the owners and managers can become coaches rather than guardians. The job of a coach is to define the dream, to help each of the players understand his or her role in helping the team accomplish the objectives, and to motivate the group by keeping the sense of urgency alive. If change outside the agency is faster than change inside, you ... x No Thanks Loading.. Higher Expectations Equal Greater Profit Margins 4/30/2013 by CompleteMarkets Editor , Carol Hammes This content has not been rated yet. &# 160 HIGHER EXPECTATIONS EQUAL GREATER PROFIT MARGINS by Carol Hammes Greater profit margins and elevated agency values are the direct result of higher levels of productivity attained by sales, service, and support personnel. There is a tremendous difference between simply keeping the employees busy and keeping them busy making a profit. Creative people who are encouraged to use innovative techniques will solve problems faster. In decreasing the amount of time, they will be increasing hit ratios and retention rates while lowering operating expenses. By reducing errors and duplication of effort, an enthusiastic and efficient group of employees will respond better to the needs of present and future customers. ...
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/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2155/Staffing-Smart/
... Newsletters Employees Articles Blog Photos Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Staffing Smart 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Roy Phillips This content has not been rated yet. STAFFING SMART by Roy Phillips Agency profitability can start with well-trained, well-compensated customer service reps who know their jobs. Reasonable expense ratios can be the difference between a profitable agency and an unprofitable one. A big category to study in the budget is the group ... Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us contact_phone Click to call Unfollow First name: Last name: Email: Are you sure you want to deactivate your CompleteMarkets Company Profile Deactivate Cancel Loading.. About Us Products/Services News Jobs Team Articles Blog Group Followers Photos Reviews Newsletters x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. CompleteMarkets 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? ...
https://completemarkets.com/Article/article-post/2154/CLUSTERING-REVISITED/
...s defining terms Personnel staffing and training of service representati...
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 ...