2005 Best Practices Study
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agencies with revenues between $500,000 and $1,250,000
Table of Contents
profile
revenues/ Expenses
Financial stability
employee overview
producer info
service staff info
technology
insurance carriers
appendix
arrows.eps
arrows.eps
How Time Was Spent
How Time Was Spent
csr ppc.eps
How Time Was Spent
Marketing (Placement) 12.7%
Customer Service 61.5%
Administration 3.8%
Selling New Business (New or Acct Rounding) 16.8%
Claims Processing 5.2%
csr multi.eps
Marketing (Placement) 17.1%
Customer Service 29.6%
Administration 9.3%
Selling New Business (New or Acct Rounding) 34.6%
Claims Processing 9.4%
csr glh.eps
Marketing (Placement) 10.6%
Customer Service 32.7%
Administration 20.5%
Selling New Business (New or Acct Rounding) 30.4%
Claims Processing 5.8%