The Managing People Package

The Managing People Package: Position your agency for success with these Managing People books and save $20 when you buy all three together! 

Book #1: Hiring, Managing, and Compensating Insurance Agency Personnel

This comprehensive book provides detailed information to help insurance agencies manage their HR responsibilities. The authors, Jon Persky, CIC, CPA, PHR, and Jenny Foster, CIC, have drawn upon years of teaching and consulting to produce a practical book for everyday use. Agencies without an HR department can use the book as a template to assist them with providing the basic HR functions. Larger agencies with an existing HR department can use the guide to fine-tune their systems and procedures.

(373 pages, includes a companion data file)

Book #2: The Pulse of Customer Service: A Profile of Insurance Industry Customer Service Personnel

Use the results of a nationwide survey to compare your compensation, servicing volume, and responsibilities. Read about qualifications, experience, skills, and knowledge for both commercial and personal lines CSRs. Chart a future course with checklists and job descriptions.

(5th Edition, 240 pages, includes a companion data file)

Book #3: Insurance Producer Profile: Compensation, Production, and Responsibilities

The Insurance Producer Profile is a useful tool for agency owners and managers. This edition is based on a survey of P&C producers from independent insurance agencies and examines producer compensation, sales production, responsibilities, qualifications, education, and training. It serves as a valuable guide for agency owners and sales managers to be able to compare data on annual compensation, commission rates, benefits, and covered expenses. Owners can also use this study to analyze sales production, average account size, new business production, growth rates, and hit ratios. 

(6th Edition, 144 pages)