All fields marked with red color are required.
These tools were developed by Jon Persky and are used as part of the CIC Agency Management Institute Curriculum.
Any questions should be directed to firstname.lastname@example.org.
Click on the tool below to access the spreadsheet.
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