2005 Best Practices Study
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agencies with revenues under $500,000
Table of Contents
profile
revenues/ Expenses
Financial stability
employee overview
producer info
service staff info
technology
insurance carriers
appendix
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How Time Was Spent
Insufficient Data - Chart Not Applicable
How Time Was Spent
csr ppc.eps
How Time Was Spent
Marketing (Placement) 12.7%
Customer Service 50.0%
Administration 7.9%
Selling New Business (New or Acct Rounding) 20.9%
Claims Processing 8.5%
csr multi.eps
Marketing (Placement) 16.1%
Customer Service 43.8%
Administration 22.7%
Selling New Business (New or Acct Rounding) 11.7%
Claims Processing 5.8%
*Insufficient Data
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