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Productivity Series

The Paperless Agency:
Transformation through Innovation

Learn how to use front-end scanning to manage information and move towards a paperless office environment. Discover the benefits for your agency and apply the recommended best practices. Use the detailed project management steps and learn from survey results to maximize operational innovation.

$40.00 + $5.00 shipping handling,

170 pages

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Growth and Performance Standards (GPS)
2006-2007 Edition

Compare your agency to other agencies of a similar size and region, with respect to income and expense averages, productivity measures, and balance sheet ratios. Discover how the best performing agencies are doing, and gauge the results of agencies in different sized metro areas. Use the companion CD to compare your numbers, compute variances, and improve results.

$75.00 + $5.00 shipping & handling

195 pages

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CSR Profile: An In-Depth Look at Customer Service Professionals

Use the results of a nationwide survey to compare your compensation, servicing volume, and responsibilities. Read about qualifications, experience, skills, and knowledge for both commercial and personal lines CSRs . Chart a future course with checklists, job descriptions, and career paths. Includes bonus CD.

$50.00 + $5.00 shipping and handling
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Managing Human Resources in an
Insurance Agency


Protect your agency from HR problems without spending a lot of time and/or money. Improve your systems and procedures with regard to hiring and firing, employment law, job descriptions, an employee manual, and a procedures manual. Tailor the forms and agreements with the bonus CD.

$149.00 + $5 shipping & handling, 201 pages
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The 25 Most Innovative Agents in America

The winners of "The Most Innovative Agents in America" award, sponsored by The National Alliance for Insurance Education & Research and Rough Notes magazine, tell their stories in a collection of visionary examples. This publication will inspire you to be more creative in your own career.

$50.00 + $5.00 shipping & handling
Quantity:
Save $10.00
Special Package:
Producer Profile & The 25 Most Innovative Agents in America

$115.00 + $10.00 shipping & handling

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Producer Profile: Compensation, Production, and Responsibilities

Compare survey results on annual compensation, commission rates, benefits, and equity to attract and retain top producers. Examine annual sales production, growth rates, and new business focus. Use checklists, data tables, and job descriptions for both commercial and personal lines producers.

$75.00 + $5.00 shipping & handling, 211 pages
Quantity:
Save $10.00
Special Package:
Producer Profile & The 25 Most Innovative Agents in America

$115.00 + $10.00 shipping & handling

Quantity:
Fee-Based Services: Using Fees to Increase Revenues and Retain Accounts

Explore the benefits and obstacles involved in providing fee-based services. Discover revenue opportunities presented by different types of services, risk management activities, and accounts. Refer to this in-depth study for guidance in determining costs and pricing, and learn how to implement a fee-based services strategy.
$28.00 + $3.00 shipping & handling
78 pages
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Transactional Filing

Determine the benefits, and the disadvantages, of transactional filing by date, rather than by client name. Take advantage of the author's knowledge and experience to help you in the transition to this more efficient type of filing system.

$15.00 + $1.50 shipping & handling
40 pages

 

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Critical Factors Impacting

Agency Value

Build value in your agency by zeroing in on the most critical factors that add and preserve agency value. See how agency owners rank these factors, and compare the rankings to industry benchmarks. Use the critical factors for agency financial analysis and action planning to adapt to industry changes.

sale price:
$12.50 + $3.00 shipping & handling
68 pages
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Understanding the Wholesale Insurance Market

As a retail agency, develop ongoing effective relationships with wholesale agencies. If you are a wholesaler, improve your procedures and upgrade your opportunities with retail agencies. Both readers receive additional advice about the selection and authority of each of these agency types.

$25.00 + $3.00 shipping & handling
82 pages

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Personal Insights Profile

Learn your personality type by using a short questionnaire.
Analyze your strengths and weaknesses to assist in successful career planning.

Published by Target Training International, Ltd.

$10 + $2 shipping & handling
22 pages
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