These tools were developed by Jon Persky and are used as part of the CIC Agency Management Institute Curriculum.
Any questions should be directed to email@example.com.
Click on the tool below to access the spreadsheet.
Analyze how much time can be spent on an
account while achieving desired profitability level.
Determine the time it takes to write one account and
how many new accounts a producer can realistically
write in a year.
Compare your agency income statement vs.
Determine the number of calls, appointments and
quotes a producer must have to achieve commission
and premium goals.
Determine the profit on an account over its