In This Issue:
Updating
/ Changing Data in Calculating Tools
MarshBerry
Services
Carrier Partners
Agencies
representing these carriers receive a special rate on a subscription
to MarshBerry.com.
Other Partners
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Featured Product
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Practices
of High-Growth Agencies
Gain Insight into
the Practices of Agencies that are Growing Organically!
In these tough
times there are still agencies that are generating double-digit
growth. What are they doing differently than the average agency?
They have made (or are making) instrumental changes to how they
run their operations. More importantly, they have established a
new business infrastructure that supports sales and holds producers
accountable for new business.
Click on the
following link to view the practices High-Growth agencies have implemented!
View
Practices of High-Growth Agencies
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Tips & Tricks!
Updating / Changing Data in Calculating
Tools
When
entering information in the online Calculating Tools,
make sure you "Tab" through all of the fields.
This ensures that the formulas such as "summations"
occur. This is especially important if last year's data
is updated with this year's or when you make revisions
to the data after saving.
Go
to MarshBerry.com!
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Did You Know
Client Surveys
Getting
Feedback from Your Clients can Help Increase Retention!
Many agencies solicit feedback from clients to determine
client satisfaction with the agency and its service. When
surveying clients, keep the number of surveys distributed
at a time to a manageable amount for your agency. You can
even distribute the survey over a few weeks. It is best
to focus on areas that may be viewed as a problem such as
a line of business (personal lines, commercial lines, etc.)
or department (claims, customer service). This also makes
it easier to compile and review the results.
There
are currently three (3) types of surveys available on MarshBerry.com.
Select the one of interest from the list below:
-
Agency Survey -
Obtain feedback from clients about the quality of service
provided by your agency as a whole.
-
Claims Survey -
This short, yet informative form provides feedback from
clients regarding claims.
-
Customer Service Survey
- Use this form to solicit feedback from clients on the
effectiveness of your agency's customer service staff.
Go
to Client Surveys!
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