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/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/1096/COMPANY-PAYMENT-OBLIGATIONS/
...20;I contend that while they are technically correct under the agency agreemen...
https://completemarkets.com/Article/article-post/167/Risk-Abatement-In-A-Hardening-Market-Your-Client-And-Your-Firm-Can-Win-Without-Losing/
...es from an ethical, as well as a technical, viewpoint. Your client’s image is ...ur client’s account reflects proper staffing, and if not, the remedies needed ...
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 ... take special pains to explain how you operate and control your book of business. One strategy you might want to consider is to seek an appointment for Commercial Lines only and then develop the relationship with the carrier with the hope of eventually getting a Personal Lines appointment. Workers Compensation is another line that has produced underwriting loss over the past 14 years-in excess of $45 billion. The combined loss ratio has been running about 118% and is climbing. All 14 years produced an underwriting loss. Personal Auto, representing 38% of ...
https://completemarkets.com/Article/article-post/1684/AGENCY-BROKER-PROFILING/
...istration, clerical support, and technical activity for your inside staff. Yo...u are top-heavy in Personal Auto and Workers Compensation, for instance, you'll need to a...
https://completemarkets.com/Article/article-post/941/OVERCOMING-OBSTACLES-TO-AGENCY-GROWTH/
...training staff or hiring a more technically oriented person, you’ll be ...les, marketing, company relations, staffing, automation, and perpetuation. It...
https://completemarkets.com/Article/article-post/998/MANAGING-SMALL-ACCOUNTS/
...all amount of income but will be technically complex or be in some way associa...e: Liability (General, Professional, Workers Comp); buildings (all exposures i...
https://completemarkets.com/Article/article-post/1009/AGENCY-GROWTH-AND-THE-PERPETUATION-DILEMMA/
...sure that the office staff is as technically capable and as enthusiastic as po...een paid to the retiring owner in compensation to fund the buyout. In a larger...
https://completemarkets.com/Article/article-post/1744/AGENCY-ACQUISITIONS-LET-THE-BUYER-BE-SMART/
... Likewise, an agency with little technical expertise among the existing person... volume in lines such as worker's compensation that might be affected by regul...