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Account Review Question Map (What is your plan for agency growth? (Cross…
Account Review Question Map
What systems are you currently using to service your clients?
How do you make sure you have consistency across multiple disparate systems?
Walk me through the workflow you follow to service your customers.
How do you identify bottlenecks that take time from employees being profitable?
What would help your producers generate more revenue?
What would this mean from an overall business perspective?
What metrics do you use to measure agency success?
How do you gather these metrics for reports?
How much time does it take to gather this information?
What data do you wish you had available to measure your business?
What is your role in the company?
End User
What responsibilities do you spend most of your time on?
How do you go about completing these responsibilities?
Do you feel this works? Do you feel it could be done better?
What would "better" look like to you?
What would you like to delegate to be more successful?
How would delegating these help you in your role?
Owner, Manager, etc.
What aspects of running your business are getting in the way of achieving your agency's goals?
If you could fix these problems what positive things would happen in your business?
What would this mean from an overall business perspective?
What is your plan for agency growth?
Revenue per Employee
Do you know what your current Revenue per Employee is?
Yes
How to you go about finding this information?
Is it where you want it to be?
No
How would it help your agency to know this statistic?
Cross-Sell
What are your most profitable lines of business?
What has helped you stay profitable in these lines?
What are you doing to stay competitive in these lines?
What lines are you specifically looking at growing?
Head Count
How many people are you planning on adding in the 1-2 years?
How many of this will be revenue producing (CSRs, Producers, Agents)?
#
What is your On-boarding strategy for new hires?
How long does it take for a new hire to become profitable?
Are there any discrepancies during training that leave new employees inadequately trained?
New Lines
What new lines would you be interested in pursuing?
How would you go about researching these new lines?
What would growth in these lines mean for your business?
What is your current customer age demographic breakdown?
How are you currently attracting & retaining customers under 30?
What would help you attract & retain these customers?
How do your customers prefer to interact with you?
As online & social interaction increase, how are you planning to leverage technology to retain/grow your business?