Where and How do you lose points of Profit in your agency?

shawnmwalker

Guru
1000 Post Club
1,506
Colorado
  1. The Way you use the Comparative Rater
  2. The carrier algorithm is delicate, if the risk is not accurately defined by you or the client to the carrier, the risk (the new policy you just wrote) will cost your agency points of profit.
  3. Processes and Documentation. Have a process and document EVERYTHING. EVERY SINGLE THING.
  4. If you don't Measure it, you can't Manage it.
  5. Lead Generation Vs Lead Determination

What do you think costs your agency Points of Profit?
 

Latest posts

Back
Top