"Providing insurance
professionals with the
information and advice they
need to make informed,
intelligent decisions"
MANAGEMENT TOOLS
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 jon@optperform.com.
Click on the tool below to access the spreadsheet.
Account Profitability
Analyze how much time can be spent on an
account while achieving desired profitability level.
Writing One Account
Determine the time it takes to write one account and
how many new accounts a producer can realistically
write in a year.
Income Statement Comparison
Compare your agency income statement vs.
industry standards.
Producer Goal Setting
Determine the number of calls, appointments and
quotes a producer must have to achieve commission
and premium goals.
Lifetime Value/Retention
Determine the profit on an account over its
lifetime.