Establish Producer Validation Schedules Use this concise and informative tool to determine the amount of new business producers need to generate in order to validate. This tool can be used for not only new producers, but existing producers as well. How many of your producers are resting on their laurels and not growing their book of business? With this tool you can select the monthly goal, or let the tool determine the monthly goal that needs to be met to validate. You can also: Select the validation timeframe - 1, 2 or 3 years Display a summary for each year or monthly goals Experiment with new and renewal commission percentages Evaluate the impact of attrition rates Plus much more! Establish a Producer Validation Schedule		Tips & Tricks! Quick Login You can login from any page of MarshBerry.com. There is a "Login" link on the right-hand side of the page in the dark-brown line just below the MarshBerry logo. Clicking "Login" allows you to login as well as request your password via email. Your expiration date will also be shown once you login.

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Carrier Evaluation Form Use this Form to Evaluate Your Carriers! Rate your companies on a scale of 1 to 5, with 5 being the best, using the criteria listed in the Company Evaluation Form. You can add any additional criteria that is important to your operation. A separate form should be used for evaluating carriers for each line of business - personal and commercial lines. When completing the evaluation, it is best to share the forms with your staff to have the appropriate people complete the items that relate to their jobs. For example the principal would rate the statement, "can assist agency growth plans," and a service representative would rate the statement, "timely policy and endorsement issuance." Once the information is compiled: Consider using the information in the development of your sales plan for 2008. Request additional comments / explanations for any "poor" ratings. Discuss any "poor" ratings with the carrier to resolve any issues. Do not total the columns, as certain items may carry a greater weight than others. Go to Carrier Evaluation Form		Discussion Group Topics from October 2007 Commercial Lines Processor Agency Agreement with Large CL Account Operations Department AMS 360 Christmas Gifts Steel Industry Consulting Agreement Life Producer Compensation Vehicle Registration Information Raises Sagitta Comparison Report Go to Discussion Groups Get an Estimate of Your Agency's Value!

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