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  2. 2014
  3. November
  4. H
  5. High Volume/Low Growth
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Long-term profitable growth agents have a systematic plan for developing sustainable growth and profit. They have a workable marketing plan, measure their results, compensate their staff and attract the kind of business that will support their overall goals: "Their procedures match their philosophy"
 
 
 
Agency Name:
   
Agency Code:
   
SE:
   
 
 
 
Total number of PI staff:
   
Average experience of PI staff:
   
 
 
 
Total number of PL producers:
How many are dedicated PL producers?
 
 
 
 
Does Agency allow staff to participate in sales contests?
Does Agency compensate staff for new business?
Does Agency compensate staff for account rounding?
Does Agency have any incentives for retention?
 
Weekly
 
Monthly
 
Quarterly
 
Annually
 
 
 
Does Agency have an annual marketing program?
Does Agency track the source of all leads and new sales?
 
Weekly
 
Monthly
 
Quarterly
 
Annually
 
 
 
How does Agency generate new business
 
Yes
 
No
 
Other
 
 
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