The Insurance Professional Profile Package—Digital PDFs

The Insurance Professional Profile Package—Digital PDFs

  • $165.00
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The Insurance Professional Profile Package: Position your agency for success with these digital PDF Insurance  Professional Profile books and save $10 when you buy all three together! 
Digital pdf copies of books along with companion files will be emailed to you immediately after purchase. 
Book #1
Growth & Performance Standards, 10th Edition
The Growth & Performance Standards study provides benchmarks for comparing independent agency performance. Independent insurance agency owners use the results to compare their agency's performance against their agency peer group, giving owners direction for decision-making. The study provides averages, but also offers critical performance indicators of the top 25% best performing agencies. (11th Edition, includes companion downloadable data file)
Book #2
The Pulse of Customer Service: A Profile of Insurance Industry Customer Service Personnel, 5th Edition 
Learn the basic risk management principles, terms and concepts for the various risk management activities: identification, analysis, control, finance, and administration. Focus on the key areas of financial statements, loss data, claims management, information technology, and enterprise risk management. Included is a CD study guide with questions and answers for each chapter. (5th edition, 240 pages, includes companion downloadable data file)
Book #3
Insurance Producer Profile: Compensation, Production, and Responsibilities, 6th Edition (144 pages)

This study is the 6th edition of the Insurance Producer Profile. This study is a continuation of the first five editions published in 1993, 1999, 2004, 2010 and 2016. This latest study focuses on the data collected during the latter part of 2021 and early 2022, revealing valuable insights into the industry during that period.

At this time, seismic shifts at most insurance agencies had just begun. The pandemic threw many unprepared agencies into a remote mode of operation. Uncertainty about transferrable sales skills and confidence around conducting business in this newly emerging environment plagued agency owners.

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. 

The Insurance Producer Profile is also an important tool for anyone in a production role. This text will help producers understand the industries average compensation, commission rates, sales achieved, time spent on sales, difficulties experienced, and opportunities for professional development.

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