Join your fellow agency decision makers for our round table discussions on the average number of clients for customer service agents. Our conversations are not system-specific.
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?