MattisonInsurance
New Member
Hello,
I was hoping someone could shed some light for me on the issue of the walk-in/call-in business being distributed to the in office producers. How do you determine which producer gets a walk-in/call-in quote. Right now we have a person that keeps a running list on a shareable excel document of the rotation order. I feel like this is somewhat antiquated and not 100% accurate as we have people that are skipped due to being busy or out to lunch, etc.
Does anyone have a accurate and fair way to distribute this type of business to producers?
Any ideas would be appreciated.
Thank you,
MM
I was hoping someone could shed some light for me on the issue of the walk-in/call-in business being distributed to the in office producers. How do you determine which producer gets a walk-in/call-in quote. Right now we have a person that keeps a running list on a shareable excel document of the rotation order. I feel like this is somewhat antiquated and not 100% accurate as we have people that are skipped due to being busy or out to lunch, etc.
Does anyone have a accurate and fair way to distribute this type of business to producers?
Any ideas would be appreciated.
Thank you,
MM