2008 Best Practices Study

2008 Best Practices Study


Revenues/ Expenses

Financial Stability

Employee Overview

Producer Info

Service Staff Info


Insurance Carriers


79. Customer Service & Processing — Includes activities such as processing new and renewal accounts, issuing endorsements/ID’s/certificates of insurance, file maintenance, speaking with customers on the phone, company correspondence, invoicing, etc. 80. Administration — Includes any time spent on non-customer service functions such as training, education, receptionist duties, internal meetings, agency matters, general clerical duties, etc.


81. Top Carrier Commissions: Small Commercial Accounts — Accounts generating less than $7,500 in commission income. 82. Carrier Service Center Use — Carriers with whom agency has the option of placing policies in their service centers (i.e., the carrier will assume the role of providing customer service to the policyholder).


2008 Best Practices Study | Appendix

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