Client needs drive agency management.(Agency Management Review)

National Underwriter Property & Casualty-Risk & Benefits Management, October, 1996 by Crerar, Ken A.

Agency management issues are the nuts and bolts of our industry's distribution system. In this pragmatic arena, there's no room for pie-in-the-sky idealism, unrealistic expectations or crystalball gazing. Agency management questions demand straightforward, no-nonsense answers on placing and marketing business, watching your finances, managing your employees and improving sales and retentions.

Right? Well, sort of. There are a lot of practical agency management "solutions" out there, including bench-marking, how-to courses, formulas and workshops. In the recent past, associations and consultants developed these programs because our members wanted realistic answers to their agency management issues. We at The Council of Insurance Agents & Brokers offer a few...

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