Professional Documents
Culture Documents
earned.
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standardization, delegation, workflow improvement, account segmentation, and E&O exposure reduction.
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Resource Pro works with agencies to cut out routine tasks, align employees to their potential, and identify what activities need to be done in order to drive up sales and retention; they determine if an agency is doing what counts. For example, many agencies are over-processing data, overservicing accounts, or waiting for missing information, carrier approval or broker response. Top producers are spending too much time servicing existing accounts and losing time they could be spending driving new business. Servicing is often reactive, as opposed to proactive, and agency leaders are putting out fires and focusing on the day-to-day so that there is less time for process improvement or innovation. Consider how a combination of operational efficiency with a strong value proposition and messaging strategy, and a systematic, effective and repeatable sales process will maximize agency profitability and ensure sustainability. Increasing operational efficiency decreases wasted time and resources and allows for more captured opportunities. This graph represents how Resource Pro engages with agencies to eliminate unnecessary activities, better utilize employee strengths and develop a streamlined process to change the way an agency functions on a daily basis.
23% on the phone with clients, and 7% cross-selling or negotiating with carriers.
16540 Pointe Village Drive, Suite 208 | Lutz, FL 33558 | 888-496-1117 | www.oceanuspartners.com
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Questions to Consider:
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Are your workflows documented regularly and used as a basis for problem solving? Are your employees working to their level of expertise and are all roles clearly defined? To what extent are tasks standardized, metrics utilized, and quality assured? Are your goals specific, measurable, actionable, and time bound?
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Process
Function Task
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*Favaro, Ken. "Getting Back to Growth." Harvard Business Review. 22 June 2012: Web. <http://blogs.hbr. org/cs/2012/06/getting_back_to_growth.html>.
According to Booz & Cos Ken Favaro* growing organically is a skill companies can develop, not an advantage they temporarily gain as a result of a hot product or successful business model. When companies put their minds to it, organic growth is the daily, weekly, monthly, and yearly outcome of finding, funding, and acting on opportunities that are often hiding in plain sight.
Christina Boussias
Communication Specialist Oceanus Partners
16540 Pointe Village Drive, Suite 208 | Lutz, FL 33558 | 888-496-1117 | www.oceanuspartners.com
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