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Producer P&L
 
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Producer P&L
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Sample Screens
Compensation Options


Producer Compensation & Profitability Software »
Run the Numbers Quickly and Easily for New and Veteran Agents


Project an agent's personal, commercial, and life commissions, sales and other expenses, and his or her bottom line. Pro forma projections look five full years into the future. 
 
bulletCompare the financial impact of the industry's top methods of producer compensation then instantly view the producer's bottom line results -- for each of the four compensation options ... Straight Commission • Straight Salary • Draw vs. Commission • Salary & Commission.
 
bulletPrint a Producer Compensation & Expectations Report to give to each current agent or prospective hire. This report clearly lays out the sales production that you expect -- and the value of the agent's overall compensation package.
 
bulletView >> Sample Screens  |  Compensation Options

Producer P&L™ helps you to quickly and easily >

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Manage an unlimited number of producers or a single P&C agent.

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Ideal for evaluating profitability of veteran agents, inexperienced producers, and prospective hires.

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Instantly develop a realistic 5-year P&L projection for a current or prospective producer in minutes.

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Quickly determine a P/C producer's bottom line profitability.

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Compare the financial impact of the industry's top methods of producer compensation.

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See the dollar impact of each method of compensation from the producer's and agency's perspective and set compensation accordingly. Instantly view the financial impact to both parties on-screen.

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Project commission and other producer revenue -- adjusted by our three "reality factors."

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Perform unlimited "what-if" scenarios to see what's needed to increase an agent's profitability.

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Project all producer expenses individually -- not by a single "catch-all" percentage.

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Project the dollar impact of needed producer financing loans.

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Compare producer's compensation-to-production ratio against the industry standard.

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Print out easy-to-read summary and detailed reports.

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Display and print colorful and informative P&L graphs.


Software Requirements and Trademarks >
 
bulletMicrosoft® Windows 98 / ME / NT / 2000 / XP
bulletMicrosoft® Excel 97 or later.
bulletProducer P&L™ requires Excel to run.

Microsoft Windows® and Excel® are trademarks of Microsoft Corporation.
Producer P&L™ is a trademark of Shulman Consulting Group, Inc.

Disclaimer: This program is intended only to provide general numerical information and is in no way intended to replace the valuable services of an accountant and attorney. Always consult these advisors before making any employment-related decisions! The publisher is not responsible for any actions that you may take based on the output of this software.

Producer P&L™ Pricing

US Funds
Regular pricing $199
Pricing for members of these sponsoring groups (click here for list). $179
Pricing for Agency Ideas subscribers & Auto-Owners agents $149

 


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