Human Resource Related
Staff Compensation Plans
Producer Compensation Plans
Incentive Compensation Plans
Forecasting for New Producers
How to Bring a New Producer on Board
What Makes an Effective New Hire as a Producer
Evaluating a Potential New Producer
Staff Training Schedules & Methods
Motivating a Weary Producer
Producer Marketing Plans
In-House (Staff) Sales Plans
Producer Sales Coaching
Staff Sales Coaching
Overall Sales Strategies
Improving Performance
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Agency Management/Financial
Budgeting
Agency Planning Sessions
Comparison Ratios vs. Best Practices Benchmarks
Carrier Evaluation
Commercial Lines Renewal Strategies
Evaluating the Cost Effectiveness of Branch Office Locations
Evaluation of the Agency
Valuation of the Agency/Corporation - for internal sale, adding a stockholder, to satisfy a Bank Loan
Growth Plans
Evaluating Acquisitions - both a Book Purchase or an Agency Purchase
Account Handling Methods & Work Flows
Implementing Proven Time Management Methods for Agencies
Creating Web Site Content/Look
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