Agency Services
Agency MAX -
By far our most comprehensive service for Agents, we perform an in-depth
review of your entire agency functions, from open to close and everything in
between. Upon completion, the Agency owner(s) will receive a complete
report of the analysis with recommendations on how to:
- Create an Agency-wide enthusiasm for New Business!
- Increase Customer Retention
- Improve Morale
- Eliminate Inefficiencies
- Implement Advanced Technology
- Reduce Overhead
- Reduce Errors & Omissions Exposure
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AGENCY SERVICES
Sales Management & Producer Training
Mr. Steinberg can train your Producers and agency staff to
seek out profitable opportunities and maximize your agency
resources.
Mr. Steinberg can train your Producers and agency staff to
seek out profitable opportunities and maximize your agency
resources.
Marketing & Advertising - We can help you design an
effective marketing and advertising campaign targeted to
accounts that your staff is competent to handle and you have
competitive markets for.
effective marketing and advertising campaign targeted to
accounts that your staff is competent to handle and you have
competitive markets for.
Risk Analysis & Retention - We can help you review your large
lines, complex accounts to be sure that you have the proper coverages and
the best rating plan available. We can also accompany you on renewal
presentations to support the agency's retention efforts.
lines, complex accounts to be sure that you have the proper coverages and
the best rating plan available. We can also accompany you on renewal
presentations to support the agency's retention efforts.
Target Account Marketing & Placement
We can help you "pre-underwrite" and market your complex commercial New Business
accounts. Services include performing detailed examination and analysis of prior
losses, recommend mitigating responsive actions to large claims and negotiate
premiums with the carrier. We can also accompany the Producer to the sales meeting
to support their efforts to procure the account.
We can help you "pre-underwrite" and market your complex commercial New Business
accounts. Services include performing detailed examination and analysis of prior
losses, recommend mitigating responsive actions to large claims and negotiate
premiums with the carrier. We can also accompany the Producer to the sales meeting
to support their efforts to procure the account.
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