Performance Management for Insurance Brokerage Firms
Tailored frameworks to enhance agent productivity and client retention.
Industry Challenges:
Managing an insurance brokerage often requires balancing client needs with the demands of a busy sales and support team. High staff turnover, inconsistent results, and wasted time on inefficient practices can erode both morale and profitability. Our framework is designed to establish clear structure, reinforce accountability, and make operations more efficient.
What's Included:
**HR Tools**
(Build clarity and consistency)
✅ Job Descriptions and Workplan Appraisals:
(Accounts Manager, General Manager, Commercial Account Manager, Commercial Account Broker, Personal Lines Manager, Personal Lines Broker, Personal Lines Underwriter, Receptionist)
✅ Basic Personnel Policy
✅ Orientation Checklists
**Forms & Templates**
(Save hours of work)
✅ Employee Career Plan
✅ Duty Roster
✅ Blank templates
**Implementation Support**
(Step-by-step guidance)
✅ Step-by-step guide
✅ Appraisal interview guidelines