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... to community. Free enterprise continues to proliferate open markets mission. STRATEGIC OBJECTIVES Market Growth: Increase life sales. Heavily utilizing in house accounts and CNA resources. cross selling with Cannon, Powell & Duggan Producers. Develop brokerage business through association and self insured programs and supplemental products. Increase production staff. Retention rate of 97% . Customer Service: Develop standard of excellence Retain all business Competitive Position: Produce 15% of total agency business Have a specialized staff with target marketing Acquire other life and health agencies Social Commitment: Active ... of expertise - technical & human relations communications Maximize employee influence - let employees have a voice Develop career path system Situation analysis of work structure Develop A Reward System that Promotes Productivity Develop Effective Performance Appraisal System SALES/MARKETING MISSION: To take the tools Marketing supplies, build and deliver. Objectives: Elevate level of Expertise Prospect/Client Development Develop Sales Force (Provide Building Blocks for Future Growth) Focus Sales Force Horizontal Selling Setting & Accountability of Goals Motivate Product Development Develop Relationship with Carriers Coordinate from finding prospect to presenting proposal PUBLIC ... . Revise Job Descriptions to meet current work flow standards. 100% loaded data base of all Duggan files and a movement to transactional filing. Assist producers in their efforts to round-out accounts and solicit referrals. Considering the use of cubical workspace. Implementation of a renewal questionnaire for the purpose of updating home construction information. Community outreach- considering a Child ID program. Competitive Position To increase Production by competitive position, we will emphasize the following during the course of the year. 1st Quarter: REFERRALS Letters to current clients asking for ...

... to community. Free enterprise continues to proliferate open markets mission. STRATEGIC OBJECTIVES Market Growth: Increase life sales. Heavily utilizing in house accounts and CNA resources. cross selling with Cannon, Powell & Duggan Producers. Develop brokerage business through association and self insured programs and supplemental products. Increase production staff. Retention rate of 97% . Customer Service: Develop standard of excellence Retain all business Competitive Position: Produce 15% of total agency business Have a specialized staff with target marketing Acquire other life and health agencies Social Commitment: Active ... of expertise - technical & human relations communications Maximize employee influence - let employees have a voice Develop career path system Situation analysis of work structure Develop A Reward System that Promotes Productivity Develop Effective Performance Appraisal System SALES/MARKETING MISSION: To take the tools Marketing supplies, build and deliver. Objectives: Elevate level of Expertise Prospect/Client Development Develop Sales Force (Provide Building Blocks for Future Growth) Focus Sales Force Horizontal Selling Setting & Accountability of Goals Motivate Product Development Develop Relationship with Carriers Coordinate from finding prospect to presenting proposal PUBLIC ... . Revise Job Descriptions to meet current work flow standards. 100% loaded data base of all Duggan files and a movement to transactional filing. Assist producers in their efforts to round-out accounts and solicit referrals. Considering the use of cubical workspace. Implementation of a renewal questionnaire for the purpose of updating home construction information. Community outreach- considering a Child ID program. Competitive Position To increase Production by competitive position, we will emphasize the following during the course of the year. 1st Quarter: REFERRALS Letters to current clients asking for ...

... to community. Free enterprise continues to proliferate open markets mission. STRATEGIC OBJECTIVES Market Growth: Increase life sales. Heavily utilizing in house accounts and CNA resources. cross selling with Cannon, Powell & Duggan Producers. Develop brokerage business through association and self insured programs and supplemental products. Increase production staff. Retention rate of 97% . Customer Service: Develop standard of excellence Retain all business Competitive Position: Produce 15% of total agency business Have a specialized staff with target marketing Acquire other life and health agencies Social Commitment: Active ... of expertise - technical & human relations communications Maximize employee influence - let employees have a voice Develop career path system Situation analysis of work structure Develop A Reward System that Promotes Productivity Develop Effective Performance Appraisal System SALES/MARKETING MISSION: To take the tools Marketing supplies, build and deliver. Objectives: Elevate level of Expertise Prospect/Client Development Develop Sales Force (Provide Building Blocks for Future Growth) Focus Sales Force Horizontal Selling Setting & Accountability of Goals Motivate Product Development Develop Relationship with Carriers Coordinate from finding prospect to presenting proposal PUBLIC ... . Revise Job Descriptions to meet current work flow standards. 100% loaded data base of all Duggan files and a movement to transactional filing. Assist producers in their efforts to round-out accounts and solicit referrals. Considering the use of cubical workspace. Implementation of a renewal questionnaire for the purpose of updating home construction information. Community outreach- considering a Child ID program. Competitive Position To increase Production by competitive position, we will emphasize the following during the course of the year. 1st Quarter: REFERRALS Letters to current clients asking for ...

... to community. Free enterprise continues to proliferate open markets mission. STRATEGIC OBJECTIVES Market Growth: Increase life sales. Heavily utilizing in house accounts and CNA resources. cross selling with Cannon, Powell & Duggan Producers. Develop brokerage business through association and self insured programs and supplemental products. Increase production staff. Retention rate of 97% . Customer Service: Develop standard of excellence Retain all business Competitive Position: Produce 15% of total agency business Have a specialized staff with target marketing Acquire other life and health agencies Social Commitment: Active ... of expertise - technical & human relations communications Maximize employee influence - let employees have a voice Develop career path system Situation analysis of work structure Develop A Reward System that Promotes Productivity Develop Effective Performance Appraisal System SALES/MARKETING MISSION: To take the tools Marketing supplies, build and deliver. Objectives: Elevate level of Expertise Prospect/Client Development Develop Sales Force (Provide Building Blocks for Future Growth) Focus Sales Force Horizontal Selling Setting & Accountability of Goals Motivate Product Development Develop Relationship with Carriers Coordinate from finding prospect to presenting proposal PUBLIC ... . Revise Job Descriptions to meet current work flow standards. 100% loaded data base of all Duggan files and a movement to transactional filing. Assist producers in their efforts to round-out accounts and solicit referrals. Considering the use of cubical workspace. Implementation of a renewal questionnaire for the purpose of updating home construction information. Community outreach- considering a Child ID program. Competitive Position To increase Production by competitive position, we will emphasize the following during the course of the year. 1st Quarter: REFERRALS Letters to current clients asking for ...

...source. Many carriers have supplemental applications designed for the type...