Avg # Clients for CSAs Round Table – Midsize Agencies

Sponsored by: Windy City NetVU Chapter
Wednesday, May 12, 2021 | 11:00 a.m. – 12:00 p.m. Central | Virtual

Join your fellow midsize agency decision makers for our round table discussion on the average number of clients for customer service agents. 

Come prepared to share what you’re doing, what’s working for you, and what doesn’t seem to be working.  Our goal is for this call to spark new ideas for you to take back to your office.

Things to take into consideration:
  • Size of accounts (number of clients, number of policies, and prem/revenue)
  • Experience of staff - How do you evaluate staff competency and productivity?
  • What does the account manager handle?  (Do they handle it all? Do they have a processor? Are they better at or more comfortable with service or sales?)
  • How do you handle calls efficiently?
  • What best practices does your firm follow for number of staff vs. how much revenue that department earns?
  • What is your producer to account manager ratio?

Our conversations are geared towards agencies with 20-49 employees and isn't system-specific.  This will an interactive call with the ability to speak freely with your peers, participate in a group chat, and share your webcam.

Content Leaders:
Cathy Hall, CPRM, CIC, AAI, AIM | Vice President | Forest Agency Insurance
Jessica Jankowiak, AAI | New Business Manager | Heil & Heil Insurance Agency
Mickey Robertson | Director of Operations | Don Bullard Insurance

Registration: NetVU members to register for this session.  Login to register below. 

Be sure to select the orange Register Myself button below, and follow prompts to check out.  Once your registration is complete, you'll receive two emails automatically: 1) A NetVU registration confirmation receipt and 2) Your Zoom login credentials to save the event to your calendar. 

For assistance registering, contact info@netvu.org.


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