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Elmore Insurance Brokers - Coggle Diagram
Elmore Insurance Brokers
Roles
Positives
variety
personal growth
opportunities
results focus
leadership
trust
Negatives
specialisation of roles
reliance on key people
race to win
too hungry
Sales
too many small deals
too many low margin deals
ROI
ROE
weighted on key markets
Producers
relationships
territories
performance
ownership
expansion
compensation
growth
referrals
prospecting
profitability
land+expand
products
premiums
claims
territories
referrals
post-claims
reactive
profitability
focus
marketing
new revenue streams
win ratio
cyber
C19
Administrative
ad hoc
multiple people
too many emails
iterative
daily team calls
office
claims
leadership
role not function
trust
independence
decision-making
qualification
single process
Marketing
more needed
full time role
branding
expertise
Fintech
good punch
penetration
key area
referrals
leadership
focus sales
Technology
Bannerman
Market sheet
email
working from home
insight
reporting
automation/process
document sharing
unstructured
Financial
DOS
margin
reputation
fixed/variable