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Growth Potential Form
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Your Agency
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Phone
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Agency Organization - # Full-Time Producers
PL Only (Outside)
# of PL (Inside)
CL Only (Outside)
CL/PL (Outside)
# of PL CSRs
# Accounts per CSR
Revenue per Employee (agency level)
Personal Lines Plan in Place and Last Updated
Job Descriptions Include:
PL New Sales
PL Account Development
PL/CL Cross Sell
Written goals and incentives include:
PL New Sales
PL Account Development
PL/CL Cross Sell
PL Results Are Reviewed:
Weekly
Monthly
Quarterly
Annually
n/a
Current Agency Revenue:
PL $
CL $
Other $
Current # of Accounts (not policies):
PL #
CL #
Other #
Personal Lines
# Single Auto Accounts
# Single Homeowners Accounts
# Auto/Home Only Accounts
PL Results (5 Years):
Loss Ratio %
Retention Ratio %
Growth %
Avg Commission %
Avg Revenue $
Commercial Accounts:
# w/out PL for key people
# w/out PL for employees
Carrier Appetite for PL: List Top 5 Carriers
# of Commercial Accounts written by agency based on number of employees:
30 - 50
50+
100+
500+
1,000+
Interested in writing 35% - 50% of these potential numbers over a 3-4 year period?
In Your Marketing Area, Number of:
School District Employees
# of Hospitals
# Hospital Employees
Government Municipalities
Government Municipalities Employees
Other Large Employers
# Employees for Other Large Employers
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