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Profitable Growth Potential

Personal Lines service, in many agencies, requires a lot of time and attention. Some would argue too much. Some would say – never enough. In most agencies, however, Personal Lines proactive sales, does not get the attention it may deserve. Most often included in a CSR’s job expectation, either formally or implied, Personal Lines sales is often seen as expensive and time consuming with less than desirable results. Personal Lines activity, then, is strictly reactive in nature.

For this assessment, Personal Lines sales refers not only to account development or account rounding, but also to new Personal Lines sales through proactive marketing and prospecting. It is designed to determine if, with a little effort, your agency can develop and expand your present book of business into the revenue source you want and need.

If, as a result of this assessment, you would like to further discuss:
  1. developing and retaining your present Personal Lines accounts
  2. writing more general Personal Lines Business
  3. developing Personal Lines Niche markets or initiatives
  4. using Worksite Marketing
Simply submit this form to PLGA  and we will call to explore the opportunities.
  1. (required)
  2. (valid email required)
  3. Agency Organization - # Full-Time Producers
  4. Job Descriptions Include:
  5. Written goals and incentives include:
  6. PL Results Are Reviewed:
  7. Current Agency Revenue:
  8. Current # of Accounts (not policies):
  9. Personal Lines
  10. PL Results (5 Years):
  11. Commercial Accounts:
  12. # of Commercial Accounts written by agency based on number of employees:
  13. In Your Marketing Area, Number of:
 

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