been in hundreds of insurance agencies but we’re
sure we haven’t seen it all. What we have
seen are some common problems or situations—unique
to insurance agents and brokers—that crop
up again and again. So we’ve developed
some uncommon approaches to help you manage your
We’ve been in hundreds of insurance agencies
but we’re sure we haven’t seen it all.
What we have seen are some common threads—problems
or situations unique to insurance agents and brokers—that
crop up again and again. Transformation Advisors
has developed industry-specific tools and strategies—industry
specific solutions for the problems you face.
Signature Solutions don’t come in a box. And
they won’t box you in. All our solutions and
strategies include our expert consulting and coaching—to
make sure they work for you. Not only that. The
fact is we continuously work to improve and refine
to fit the growing and changing needs of your operation.
- Strategic Planning Your Way
— Measurable goals and the game plan to achieve them
— The ability to respond to changing conditions
— A more manageable business
Experience strategic planning designed to meet your
business needs, either on-site or via email, Internet
and phone. Planning isn’t an event. It’s
a process. What are you waiting for? Learn
- Beyond Benchmarking
— Knowing how well you compare to industry averages is
— Knowing how effectively you use your resources is helpful.
— Information that helps you manage your workload is
Go beyond benchmarking with Transformation Advisors
unique analysis and management tool to create
your own benchmarks and project staffing requirements
based on factors unique to your business. Learn
- Employee Surveys
— Satisfied customers stay with you and bring their friends.
— Satisfied employees stay with you and ensure that your
customers stay satisfied.
How do you’re know that your employees and your
customers are satisfied. You ask. Ask them what
they expect—what would delight them. Ask how
well you’re meeting those expectations. It’s
all in how you ask. Learn
- Models of Profitability
Want to improve profitability? It’s simple.
— Increase income
— Reduce expenses or
— Increase income and reduce expenses
But simple isn’t always easy. Analyzing where
your profit comes from, (and where it goes) will
give you greater insight into business strengths and
and how to improve it. Learn
- Producers As
Sales is the lifeblood of your business, and
your sales force is one of the biggest investments
How you compensate your producers directly
impacts agency profitability. Each producer should
more revenue than it costs to support his or
her sales efforts and to service the book of
words, each producer should return a profit
to the agency.
Understanding how producers contribute to agency
profitability gives you the ability to design
plans that profit the agency and the producers.
— Recruit the best candidates for each job
— Retain the best employees and keep them motivated
— Reward the best performers
That’s what the best compensation plans do. Encourage
and reward employees for giving their best efforts
in support of your goals.
Ask employees what’s
most important to them, and “money” is
seldom the first thing on the list. A high salary
is almost never a true job
motivator. So why is your compensation program
one of the most important parts of your management
Because money can be a big DE-motivator. For your
employees. And for you. Learn
- Call for
— “The buck stops with the guy who signs the checks.” Rupert
— “The buck stops here!” Harry S. Truman
Where does the buck stop in your business? If the line
forms at the door to your office, it may be time
for a change. It calls for accountability at all levels
of the organization and it takes a little doing.
But it’s well worth the effort. Learn more …
- Transformation On Call
— Transform the way you think about your business goals
— Transform the way you think about your employees
— Transform the way you think about problems
— Transform the way you think about change
Are you at your best when
you’re taking action?
Do you get weary tending to all the details of running
the agency? You might profit from a little perspective
on managing your business—from the people to
the numbers—and everything in between. Learn