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Choose From the List of Forms and Documents:

Basic Employee Performance Review
A basic employee review form that incorporates a section for outlining an employee development plan.

Basic Performance Appraisal
A basic performance appraisal form any agency could use.

Basic Performance Review
A basic performance review form any agency could use.

Components Of An Employment Agreement
Use this sample to make sure that you have addressed the major components of an Employee Agreement.

Employee Performance Appraisal
An all encompassing performance review form that includes sections for evaluating employee performance, employee self-evaluation and employee development plans.

Employee Performance Review
Employee performance review based on weighted objectives and an overall rating based on the employee's accomplishments.

Employee Self-Evaluation
A form for obtaining feedback from employees on their performance and job interests.

Management Bonus Plan
Review a sample bonus plan for the managers of bond, personal lines, commercial lines and life & health.

Organizational Chart - External Producers and Internal Staff
Sample Organizational Chart with External Producers and an Internal Staff

Organizational Chart - Separate Departments
Sample organizational chart for an agency that has separate departments for each functional area.

Organizational Chart - Separate Profit Centers
Sample organizational chart for an agency that has separate profit centers.

Performance Review - Agency Support
An employee performance review form designed specifically fo agency support positions.

Performance Review - Customer Service
An employee performance review form designed specifically for customer service positions.

Sales Manager Compensation Plan
Review a sample bonus plan for individuals dedicated solely to sales management.

Sample Accounts Receivable Policy
This is a sample document to assist you in managing your receivables/collections.

Sample Producer Agreement 
View an agreement used in agencies for producers.

Sample Producer Compensation Agreement 
View an agreement used in agencies outlining compensation for a producer.

Service Personnel Bonus Plan
View a program to establish goals for customer service personnel in areas such as retention, growth of book handled and customer service.

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