Agency Management Tools Index - Revised October 2009

Account Profitability – Analyze how much time can be spent on an account while achieving desired profitability level.

Income Statement Comparison – Compare your agency income statement vs. industry standards.

Lifetime Value/Retention – Determine the profit on an account over its lifetime.

Writing One Account – Determine the time it takes to write one account.

Producer Goal Setting – Determine the number of calls, appointments and quotes a producer must have to achieve commission and premium goals.