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The Report Series

Kit Information
Curriculum Number: THERPTSERIES
Manager: Brandy Joiner | Manager Email: bjoiner@angelaadamsconsulting.com

Training Included
currImage The Report Series Part I - Accounting Reports
Course
Can you provide the agency principal with a true measure of production and profitability? Stop doing bookkeeping. Come to this session to better...
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currImage The Report Series Part II - Operations Reports
Learning Path
You wear many hats in the agency, and you may even manage your own book of business, but how do you show agency owners that your team is working at...
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currImage The Reports Series Part III - Sales Management Reports
Course
Nothing happens until a sale is made – obviously New Business is important to ensure agency growth, but what does the agency consider “New”. Do you...
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Kit Details
This bundle includes: Accounting Reports, Operations Reports, and Sales Management Reports

Session 1 – Accounting Reports

Can you provide the agency principal with a true measure of production and profitability? Stop doing bookkeeping and come to this session to better understand what it means to really manage agency finances.

  1. Audit to make sure all income & expenses are reported, and understand how to manage agency finances and provide net profitability reports
  2. Provide an agency production benchmark standard to aid Operations & Sales Managers for managing staff
  3. Use these tools to aid in budgeting for the future, allowing the agency to reinvest capital for future growth

Session 2 – Operations Reports

You wear many hats in the agency, and you may even manage your own book of business, but how do you show agency owners that your team is working at their peak performance, accurately measure the profit per CSR, book sizes, and are striving to ensure the best agency retention possible? We will look at the type of reports to zero in on and how to make sure that your processes are aiding in the capturing of this information and show you how to demonstrate to agency owners that you are truly a master at wearing all of those hats

  1. Are the right personnel getting credit for the policy business?
  2. Are your billing processes tuned to keep up with the reporting of premium & commission?
  3. Policy Books, Production, and Target Lists

Session 3 – Sales Management Reports

Nothing happens until a sale is made – obviously New Business is important to ensure agency growth, but what does the agency consider “New”. Do you have goals and structure in place to show the New Business growth, cross-sales, and when a producer is earning their pay? What type of commission structure works best for your model? In this lesson we will address how to answer these questions and help you make sure you agency is truly capitalizing on the new business!

  1. Agency standards pertaining to definition of New Business & Renewal/Retention business
  2. Reports to show new customers & prospects added
  3. Pay models, managing draws, showing profitability