3.0
Apr 4, 2011
Recommend
CEO approval
Business Outlook
Pros
Agents with long work history can be a resource The operations staff locally was strong and helpful Existing clients could be contacted about new products Sales Directors were open to help agents
Cons
The communication about how to submit basic (non-insurance) products was poor from HQ-based service areas. There was management talk to encourage an agent to offer several different products and serve a client's needs with the best fit for them among many product choices. The reality however, was that it took too much time to master the work flow of more than a few products. The most successful agents stuck to one or two products and did their best to master those.
