If you experience difficulty viewing this email message, please go to: http://www.MarshBerry.com/Newsletter/eNewsandViewsIssueOctober07.htm
Click Here to go to the MarshBerry Home Page
eNews & Views 

October 2007   

In This Issue:


Profit Center Analysis Tools

Customer Surveys

Add MarshBerry to Your Email White List!

eNews & Views Archive

MarshBerry Services

On-Line Services

Consulting Services

Mergers & Acquisitions

APPEX

The MarshBerry Letter

Carrier Partners

Agencies representing these carriers receive a special rate on a subscription to MarshBerry.com.




Other Partners


IIAB of New York

IIA of Nebraska

IIA of Ohio

IA&B of PA, MD & DE

Iroquois Group

Omnia Profile

PIA of Minnesota

Subscribe Now |About Us
Featured Product

Profit Center Analysis Tools

These calculating tools assist in determining the profitability of a particular department. In total, there are four (4) tools that allow you to evaluate the profitability of personal lines, commercial lines, small commercial lines or life & health business.

The Profit Center Analysis Tools are very simple to use! All you have to do is input the information from your income statement and the data needed for the expense allocations. The allocation method uses information such as number of customers, staff, and commission income.  If you entered data on-line to receive a PIN number or are a subscriber to our premier benchmarking product - Perspectives for High Performance - you can import data into these calculating tools.

Go to Profit Center Analysis Tools

 

Tips & Tricks!

Add MarshBerry to Your Email White List!

Many agencies use an application that controls emails from unknown sources. Most of these applications have a "safe list" or "white list" that allows emails from designated email addresses to be delivered.

To continue receiving this email newsletter and other communication, please add CustomerService@MarshBerry.com to your "Safe List."

   

Did You Know

Customer Surveys

Getting feedback from your clients can help increase retention!

Many agencies solicit feedback from clients to determine client satisfaction with the agency and its service. When surveying clients, keep it to a manageable number for your agency. You can even distribute the survey over a few weeks. It is best to focus on areas that may be viewed as a problem such as a line of business (personal lines, commercial lines, etc.) or department (claims, customer service). This also makes it easier to compile and review the results.

There are currently three (3) types of surveys available on MarshBerry.com. Select the one of interest from the list below:

  • Agency Survey - Obtain feedback from clients about the quality of service provided by your agency as a whole.

  • Claims Survey - This short, yet informative form provides feedback from clients regarding claims.

  • Customer Service Survey - Use this form to solicit feedback from clients on the effectiveness of your agency's customer service staff.

Discussion Group Topics
from September 2007
  • Commission Tracking
  • GBS Agency Expert
  • Referral Producer Agreement
  • Credit Cards
  • Health Benefits
  • PL & CL CSR Salary Ranges
  • Equipment Breakdown Deductible?
  • Dry Cleaners Pollution Coverage - Best Market?
  • Producer Book Growth
  • Checklists
   

This message was sent by MarshBerry.com. Our email messages are intended to keep you informed of enhancements to the website and new content as it becomes available. If you do not want to receive future emails from MarshBerry.com, reply to this message and type "Please Remove" in the Subject.