Insurance Agency Operations
By Chris KellerOne dashboard for everyone in the agency is a mistake. The information a producer needs to do their job well is not the same information an owner needs to run the business — and confusing those two views is one of the fastest ways to create tension in...
Insurance Agency Operations
By Chris KellerAn overpaid commission is not just an overpaid commission. It’s the tip of a much larger iceberg — one that sinks agencies quietly, over years, without anyone realizing it’s happening. Here’s what commission errors actually cost you....
Insurance Agency Operations
By Chris KellerIf your producers are paid the same rate on renewals as they are on new business, one of two things is probably true: your agency is losing more money than it should, or your producers are earning less than they’ve realized. The way you split...
Insurance Agency Operations
By Chris KellerEvery insurance agency starts with a commission spreadsheet. Most agencies eventually leave it behind. Here’s why. If you’ve been in the business for any length of time, you already know the spreadsheet works — right up until it...
Insurance Agency Operations
By Chris KellerEvery insurance agency owner reaches the same tipping point. At some point — usually somewhere between two and five producers — the commission spreadsheet that used to be “fine” starts costing you real money. Rates get entered wrong. Splits...
