https://completemarkets.com/Article/article-post/1004/IMPROVING-PRODUCTIVITY-TO-INCREASE-NEW-SALES/
...of tasks by the producers to the technical personnel who often perform more of... Personal Lines: ...
https://completemarkets.com/Article/article-post/2573/Characteristics-of-the-Most-Successful-Independent-Agencies/
...erience and expertise handle the technical functions while trainees tackle cle...st have a certain amount of ongoing technical education. And most importantly,...
https://completemarkets.com/Article/article-post/2079/FINDING-A-COMPATIBLE-BUSINESS-COMBINATION/
... of accounts-or hiring qualified technical CSRs to support producers, freeing ... current operations (profitability, staffing, expense controls, working capita...
https://completemarkets.com/Article/article-post/2078/ESTABLISHING-A-MARKETING-DEPARTMENT-AND-WHO-SHOULD-RUN-IT/
...Good marketing people are highly technical. They understand the underwriting i...eting department path. The process, staffing, and structure should be well tho...
https://completemarkets.com/Article/article-post/1734/CREATING-INITIATIVES-AND-OBJECTIVES/
... polish their skills and improve technical knowledge. You end by deciding that...re staff, which will focus on their technical, work, and people skills and, in...
https://completemarkets.com/Article/article-post/1099/STAFF-MEETINGS-101/
...oup CONCLUSION With regard to technical issues, I’d recommend having ... CSRs, producers, owners, and other technical staff (e.g., claims) subscribe t...
https://completemarkets.com/Article/article-post/605/The-Service-Ceiling-What-Causes-It-How-to-recognize-it-How-to-break-through-it/
...o become successful. Gaining the technical, sales, and social skills to be rec...ten don't get what you pay for when staffing service positions. Sometimes the ...
https://completemarkets.com/Article/article-post/2385/Would-Your-Agency-Impress-Vince-Lombardi/
... are agencies with well trained, technically astute professionals who rarely a... his talent by keeping him on the sidelines or asking him to play defense.
Pro...
https://completemarkets.com/Article/article-post/1096/COMPANY-PAYMENT-OBLIGATIONS/
...20;I contend that while they are technically correct under the agency agreemen...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1684/AGENCY-BROKER-PROFILING/
... ? In a discussion on staffing, how the employees each spend their work hours carrying out duties is more important than how many people are employed. Once you have determined who's doing what, you can consider tasks and time spent on administration, clerical support, and technical activity for your inside staff. You will need to break down written premium and numbers of accounts handled for each of your customer service representatives. In a small agency where the employee has broad duties, try to allocate time spent on various activities as accurately as ... accounts to overall volume. The loss of a large account could have a dramatic impact on your results, and is another area that can be addressed in your planning efforts. Item No. 6: Provide information on agency staffing-the total number, including principals. Agency staffing is very important and is treated as a separate section in the profile. One of the major criteria used by a national broker to measure performance is the gross revenue generated per employee. While a revenue-per-employee standard is helpful, it varies dramatically from agency to agency ... positions, duties, and experience of each staff member. 3. Production information, outlining the mix of business, written premium, commission income, number and size of accounts, and number of policies. 4. Carrier information: written premium, loss information, lines of business, and carrier positions held. (It is important for your carriers to feel that you understand their situations.) 5. Automation capability. 6. Perpetuation arrangements. Carriers want to know that the potential for a long-term arrangement is possible-that, if ...