Extreme Systemization and Stratification of Agency Operations

By Catherine Oak | January 11, 2021 A few years ago, Catherine had a total knee replacement by an excellent orthopedic surgeon in Fremont, Calif. Dr. John Dearborn was recommended by two of our insurance clients that have had incredible success. This surgeon implemented “systematic processing” of his business, which we also call staff stratification, and it isContinue reading “Extreme Systemization and Stratification of Agency Operations”

Producer Management, Goal Setting and Performance

Sales management is vitally important to the growth and survival of an agency. However, as important as it is, sales management does not have to be a full-time job in most firms. Often the task falls to an owner or the top producer in the firm. This is not necessarily a good idea, because salesContinue reading “Producer Management, Goal Setting and Performance”