“If you
loathe management, you’ll love Strategic
Management. When you make decisions with strategic
intent, you don’t have to make the same
decisions over and over again.”
— Pamela
Millard
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 Good
business managers ask, “Are we doing things
right?” Strategic management asks, “Are
we doing the right things?” Instead
of solving your problems as they arise, why not solve
them before
you have them? Strategic management ensures that
the decisions you make today won’t become problems
tomorrow.
We can help you build the kind of business foundation
that separates the best from the rest.
- Finding And
Keeping Great Employees
Attracting and keeping great people is not
just a challenge. It’s an opportunity
to be more profitable—as much as 30
to 40% more profitable. See how you can create
the environment necessary to find and keep
the best employees. And if you’re not
sure how your employees think you’re
doing as an employer of choice, we
can help you ask them. (Link to SS
Employee Surveys)
We have tools and strategies to help you
attract, hire, train, and reward great employees.
Good people
together find ways to make great things happen.
Empowering staff makes an enormous difference
for everyone. We provide information and tools
gathered from hundreds of successful insurance
businesses to help agencies create an empowering
environment.
Employee satisfaction surveys,
customer service organizational models, , job
descriptions,
compensation programs for producers and service
and support staff, performance improvement
programs and training tracks are just some
of the ways we help agencies create an empowered
staff – one that focuses on exceeding
customers’ expectations.
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- Customer-Driven Organization
Satisfied customers build business. All the rest—leadership,
staff, automation, strategic planning, etc.—are
just tools to create satisfied customers. Given that,
do you know what your customers really want and need
and how effectively you are meeting those needs?
We help agencies create an enterprise-wide customer-driven
attitude, with customer satisfaction surveys they
can use to gauge how well they are delivering what
customers
want.
A world-class
organization has a sales-focused, customer-driven
culture. Selling is everyone’s job—from
the receptionist answering the phone to the
top leaders of the organization. To make this
culture a reality for your business, the entire
agency must be focused on the customers and
their needs.
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- Sales Management
Today, more than ever, it is critical that an independent
agency operate as an efficient sales organization.
Every producer must sell effectively, and agency
principals and managers must manage the sales effort
closely in order to reached projected sales goals.
Sales
management includes recruiting, selection and hiring,
goal setting, training and coaching,
motivating,
monitoring and, sometimes, firing producers. Who’s
managing “Sales” in your agency? If the
answer is “Nobody,” then we can help.
- Performance-Best Compensation Programs
Your compensation program should help your agency
recruit the best staff available, retain the best
employees
through motivation and incentives, and reward behavior
that helps the business meet overall goals. An effective
compensation plan will help you do all that—plus
support the need to control the highest costs in
the agency.
We can help you design an enterprise-wide
compensation program that rewards the best employees
for their
best efforts without breaking the bank. Learn
more…
One of
the biggest investments an agency makes is
in their sales force. You cannot afford to
pay
too much. But, if you pay too little, you will
not be able to hire or keep good producers.
Both scenarios result in a financial loss for
the agency. Our producer validation model,
based on salary and revenue goals, evaluates
when a new producer will achieve positive results
for an agency and includes marketing strategies
to help the producer stay on the track to success.
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- Producers as Profit Centers
How you compensate your producers affects producer
satisfaction and effectiveness. And, how you compensation
producers directly impacts agency profitability.
We can show you how to have a positive effect on
both—by viewing each producer as a profit center.
Learn more…
Get started today. Call
Transformation Advisors, Inc., or email
us and tell
us about your issues and concerns. We’ll
call you.
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