2005 Best Practices Study
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agencies with revenues between $2,500,000 and $5,000,000
Table of Contents
Service STaff Info A. Service Related Personnel Servic
profile
revenues/ Expenses
Financial stability
employee overview
producer info
service staff info
technology
insurance carriers
appendix
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csr cpc.eps
How Time Was Spent
Marketing (Placement) 19.9%
Customer Service 63.5%
Administration 4.6%
Selling New Business (New or Acct Rounding) 7.7%
Claims Processing 4.4%
*Non-commissioned employees who have responsibility -- either