management tools

These tools were developed by Jon Persky and are used as part of the CIC Agency Management Institute Curriculum.

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Analyze how much time can be spent on an account while achieving desired profitability level.

Determine the time it takes to write one account and how many new accounts a producer can realistically write in a year.

Compare your agency income statement vs. industry standards.

Determine the number of calls, appointments and quotes a producer must have to achieve commission and premium goals.

Determine the profit on an account over its

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