PRESS RELEASE
»
_____________________________________________________
FOR IMMEDIATE RELEASE
Contact:
Alan L. Shulman, CPCU
Agency Ideas®
PO Box 3099 Cary, NC 27519-3099 USA
1-800-724-1435 (US & Canada)
Fax: 1-800-370-9551 (US & Canada)
Agency Ideas® introduces
producer software
that sets & tracks goals for P&C producers
[Cary, NC]
Agency Ideas® sales & marketing
newsletter announces the release of
Set
& Track™ producer management software for P&C agency principals and managers. “Today’s
hard market demands stronger agency sales management,” advises Alan Shulman,
CPCU, publisher of
Agency Ideas®.
"As P&C premiums rise, Shulman continues, too many producers hesitate to seek
out new business. Instead, they rely on these rising renewals to grow their
book. And bad things can happen to agents who live on their renewals. Insureds
can distantly relocate, dramatically cut back on coverages, go out of business,
or simply move their policies. Besides, today’s
higher premiums will ultimately give way to price-cutting, which jeopardizes
every agent’s accounts.”
For these reasons and others, it's essential that
producers continuously focus on new sales as well as
renewal retention. Set &
Track’s unique array of goal calculations,
agreements, tracking grids, printed reports, and full-color graphs help managers
to motivate their agents to generate new sales. And this resourceful program
works equally well for new and veteran agents."
Whether an agency has just one producer -- or offices full of them -- the
software makes it easy to establish prospecting and sales goals and to track the
actions made towards accomplishing them. Set & Track™
walks principals, managers, team leaders, and supervisors through this essential
sales management process. It helps them to easily and quickly …
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Manage an unlimited number of producers or a single P&C agent.
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Set prospecting and production goals for personal, commercial, and
life/group lines for three years.
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Set goals and track results for
calls • contacts • x-dates • quotes •
sales • premiums • commissions.
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Establish a producer’s desired activities per quarter per year for three
full years.
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Obtain a signed Producer Goal Agreement for all lines over the
next three years.
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Provide prospecting and sales self-reporting forms for agents to submit
to management.
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Track a producer’s actions towards achieving his or her pre-established
annual and quarterly goals.
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Maintain a week-by-week record of each producer’s activities and
permanently store them.
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Print out goals vs. results reports and graphs to review with the
producer on a regular basis.
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View and print out over a dozen full color graphs.
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View and print out over 30 informative reports and forms.
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Enjoy an instant overview of goals vs. results for the current year and
two others, side-by-side.
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Set & Track software
