Agency Builder is designed to streamline the internal operation of your agency, saving hours per day and dramatically improving customer service. By learning to have more control of their time and having more structure in their lives, your revenue per employee increases. Agency Builder helps you create total consistency throughout your entire office, eliminating stress and frustration. Each step in Agency Builder has been incorporated into the week-by-week Implementation Plan.

  • Your staff will learn the secrets to controlling their time.
  • You will evaluate every procedure in your office. To view a sample of a Commercial Lines Procedures Assessment, click here.
  • You will learn the most effective way to convert from paper files to electronic files.
  • Your agency will create a new procedures manual.
  • We will perform quarterly reviews to be certain everyone is following the new procedures.
  • We will help you create quarterly performance reviews.
  • We will help you tie quarterly reviews into a new, motivating, and profitable compensation plan.
  • We will provide a solution to using Internet Explorer favorites that can be lost when you change computers.

To view a sample class, click the play button on the control bar at the bottom of the screen. This class requires QuickTime. To download the latest QuickTime player, click here.

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