Agency Principals, Producers, CSRs, All Employees: Which Operations Most Affect Profits?

April 14, 2013

Agency and brokerage principals and CSRs and all other employees: You are invited to participate in a unique Agency Operations & Profit Survey that takes less than 10 minutes to complete and will provide you with key information on how your agency systems and procedures determine growth and profitability. For your time and confidential participation, you will receive a free report of the results and key takeaways on the characteristics of top performing agencies.

The survey is open to all agency principals including owners and managers and all sales and service employees including producers and customer service representatives (CSRs).

Top performing agencies may be as much as 40%– 50% more productive per employee than average and lower performing agencies. What practices account for these differences?

This exclusive, comprehensive survey, the first focused on Agency Operations and Performance takes less than 10 minutes and will:

• correlate agency performance to operations practices

• compare manager and employee views of their agency’s operational effectiveness

• benchmark agency practices and performance by size and segment of agency

All answers received will be pooled and aggregated with other survey data to ensure anonymity and to develop the survey results.

The survey is being conducted jointly by ReSourcePro Analytics and InsuranceJournal.com.

After answering the questions, simply include an email address to which you want us to send the results of the survey. Your identity and all individual responses will be kept strictly confidential.

Thanks for participating. Click here for the survey, which takes less than 10 minutes.

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