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eNews & Views 

August 2009   

In This Issue:


Practices of High Growth Agencies

Client Surveys

Updating / Changing Data in Calculating Tools

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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

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!

   

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!

  • Employee Health Insurance
  • Applied TAM On-Line
  • E&O Deductibles
   

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