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/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/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/2154/CLUSTERING-REVISITED/
...s defining terms Personnel staffing and training of service representati...
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/2573/Characteristics-of-the-Most-Successful-Independent-Agencies/
... be necessary to send the producer out for a visit. But have an Account Executive, Account Manager, or Senior CSR handle most of the routine servicing and even much of the renewal preparation. Organize workflow and servicing functions so that people with the most experience and expertise handle the technical functions while trainees tackle clerical functions. This type of stratification allows you to train people internally and to stay fully staffed at the higher, more technical levels. You'll help to relieve producers from the pressures of constant client contact and free them up to sell new business. PERSONNEL MANAGEMENT To break out of traditional way of doing things, you'll need to hire, motivate, and retain the right kind of service and sales personnel. The people that you hire (or keep) should all have personal/professional ... don't exist five years from now. Regardless of market conditions the truly successful, profitable, and high-valued agencies seem to have followed the same course year after year. These agency owners know what has to be done. And they seem to have fun while creating a business with significant residual sales value. Whether your plans are to sell internally or externally, the stronger your firm from a sales, service, and financial capacity, the more value you'll eventually have. PLANNING AND THE ABILITY TO ADAPT TO CHANGE Successful insurance agents recognize the importance of planning. Yes, we know that the vagaries of the market make this more than a little difficult. But it's primarily because of these unanticipated changes that you need to follow a basic game plan. Every agency should have three different kinds of plans ...
https://completemarkets.com/Article/article-post/1096/COMPANY-PAYMENT-OBLIGATIONS/
... &# 160 But I'd say this is a circumstance of the hard market. Things just become more literal and less flexible when capital is strained. &# 160 FACULTY RESPONSE &# 160 I can't tell you how many conversations I've had on this subject and related ones in the last five days. Companies are obviously causing billing problems and cash flow problems from lots of directions. They obviously aren't staffed for this hard market. Based on all these conversations and frustrations, may I make some suggestions? &# 160 Not all companies are having these problems and many companies with the worst problems seem to have many more stability issues based on the company stability analyses I've completed during the past few years. This carrier is definitely, in my opinion, in this category. In fact, I ... , but the policies weren't delivered until June. The agent believed that late delivery made these policies June items, payable to the insurer by August 15, 45 days following the close of the June account. However, when the insurer didn't receive payment on the policies by July 15, they put out a direct notice of cancellation to the client. Our "Ask an Expert" service recently received this question. To give the agent a fair hearing on his side of the story, we've included the e-mail dialogue as it transpired. &# 160 "The facts are that we had two agency billed policies for the same client renew on May 20th. The insurer is running behind in their branch office and the two policies (they always issue the BAP separately) came to ...
https://completemarkets.com/Article/article-post/413/Are-You-Getting-The-Most-From-Premium-Financing/
.... St. Louis-based Cost Financial Services does the bookkeeping, invoicing and ...that's who we're trying to sell our services to.'
Even when using a premium fi...