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Managing Producers
 

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Hiring & Managing Inexperienced Producers™ CD-ROM

informative GUIDEBOOK &
powerful SOFTWARE ON
ONE HELPFUL CD-ROM

Only $349


Complete planning and action package for agency principals and managers who want to hire an inexperienced agent.

Specially-priced CD-ROM package includes 42-page guidebook, Producer P&L™ and Set & Track™ software [see right for details], and ready-to-use templates. 

The guidebook takes you step-by-step through the process of deciding to employ, locating, hiring and managing a new producer. Templates are included in the popular Microsoft Word file format.  Includes client, prospect, and producer surveys, an agency marketing intern program for enticing quality candidates, a sales call planner, and more ...


SOFTWARE requirements »

Microsoft Excel and Word - versions 97 or later.

Only $349

Producer P&L™

SET AGENT COMPENSATION
WHILE PROJECTING PRODUCER PROFITABILITY OVER 5 YEARS.


Buy INDIVIDUALLY
OR AS PART OF THE
HIRING & MANAGING
INEXPERIENCED PRODUCERS
CD-ROM [AT LEFT].

Only $199


Project an agent's personal, commercial, and life commissions, sales and other expenses, and his or her bottom line. Pro forma projections look five full years into the future. 

Compare the financial impact of the industry's top methods of producer compensation then instantly view the producer's bottom line results for each of the four compensation options ...

Straight Commission • Straight Salary • Draw vs. Commission • Salary & Commission.

Provide a Producer Compensation & Expectations Report to each current agent or prospective hire. This report clearly lays out the sales production that you expect and the value of the agent's overall pay package ... and more!



SOFTWARE requirements »

Microsoft Excel 97 or later.

Only $199


 

Set & Track™

ESTABLISH & MONITOR PROSPECTING & SALES GOALS
FOR ALL YOUR PRODUCER
S.


Buy INDIVIDUALLY
OR AS PART OF THE
HIRING & MANAGING
INEXPERIENCED PRODUCERS
CD-ROM [AT FAR LEFT].

Only $249


Whether you have just one producer, or offices full of them, this software makes it easy to establish prospecting and sales goals and to track the actions made towards meeting  them.  It clearly walks you through this essential sales management process. Set & Track™ helps you to quickly and easily ...

Manage an unlimited number of producers or a single P&C agent.
 

Set prospecting and production goals for personal, commercial, and life/group lines for three years.
 

Set goals and track results for calls • contacts • x-dates • quotes • sales •  premiums • commissions.

Establish a producer’s desired activities per quarter per year for three full years ... and more!



SOFTWARE requirements »

Microsoft Excel 97 or later.

Only $249

 


Disclaimer: These programs are intended only to provide general numerical information and are in no way intended to replace the valuable services of an accountant and attorney. Always consult these advisors before making any employment-related decisions! The publisher is not responsible for any actions that you may take based on the output of these software titles.
 
   
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