What "Increasing Your Productivity" Means To Your Agency...

  • More work done in the day
  • You'll need less CSRs for the same size book of business... each CSR will be managing more policies!
  • Agency profits will continue to grow as your expense ratio decreases
  • Your agency cross-road (when you need to hire another CSR) will be farther apart
  • Increasing your productivity is by far the #1 thing you can do to increase your profits
  • In a bad economy or when carriers cut commissions, increasing your productivity counter-acts the decrease in revenue and commissions
  • Have said for years, "Increased productivity equals increased agency profits"
  • It increases your staff's job satisfaction!
  • CSRs are under less stress and have more time for cross-selling and doing other important things
  • It makes a big difference with producers
In this article the topic of discussion is all about 'increased productivity and why it should be so important to you and your agency.


We'll start out by listing some of the advantages to increasing the productivity in your agency and what it means to your agency...
  • Increased CSR Efficiency: CSRs accomplish more tasks in less time, boosting agency productivity and freeing up valuable time for better service and growth.
  • Higher Client Capacity for CSRs: CSRs can efficiently manage more clients each day, helping agencies maximize their existing resources and reduce unnecessary overhead costs. It's more common than not to see agencies with 2-3 times more CSRs than they need eating into their agency profits.
  • Scalable Agency Growth: Agency owners can expand significantly before requiring additional CSR hires, saving on labor expenses and increasing agency profitability.
  • Reduced Impact of CSR Turnover: Agency resilience in the face of CSR turnover is enhanced, softening the financial impact and ensuring consistent client service. With CP Manager being an extremely easy system to learn and use, this also makes it easier to handle CSR turnover.
  • Prolonging The Need To Hire Another CSR: Agencies can delay CSR hiring without sacrificing client service, resulting in a more substantial commission base when expansion is required thanks to CP Manager allowing CSRs to manage a larger book of business. This benefit is especially important to smaller agencies.
  • Enhanced Agency Profitability: Agencies experience increased profits, offering the financial flexibility for expansion, improved infrastructure, and strategic investments in their business.
  • Improved Cash Flow for Small Agencies: Small agencies have struggled with having the cash flow needed to build their agency. Enjoy better cash flow, alleviating a traditional pain point and facilitating more financial stability.
  • More Aggressive Marketing: It opens the door to kicking up the agency marketing with CRSs able to manage a much larger book of business.
  • Effective Marketing Support: Efficient agency operations are essential for the success of marketing strategies. A highly productive staff ensures that you have the time and resources to work effectively with new leads, making marketing efforts more fruitful and manageable.

Wouldn't you agree that these are important reasons to have a highly productive agency?

This isn't all. There are key periods of time when having a highly productive agency will play an important role to the success and financial well-being of your agency. Here are a few examples:

  • During A Bad Economy. When the economy is bad and people and businesses are tightening their belts to weather through it. You know what happens when this happens... Insureds drop their insurance, or reduce their coverages, or increase deductibles all of which reduce the revenue and commissions to your agency.
  • Startup and Small Agencies. When you're small or just starting out you need to be able to manage as large of a book of business as you can, and then once you start hiring CSRs you need them to manage as large of a book of business as possible. When smaller, your cash flow is very important to you! When you are ready to hire a CSR you'll have more commissions coming in to support the costs of hiring a CSR.
  • When Commissions Drop. The most effective way to combat against decreased commissions is to write more business to increase your revenue and doing this without increasing your expenses by needing to hire more CSRs to handle more business.

Increasing your productivity counteracts drops in your revenue and commissions.

With the last vendor Mr Chesnut worked with his clients averaged a 48.7% drop in their workload. This was accomplished because the last vendor was one of the most productive systems of its time, along with his providing training to his clients on how to maximize the use of the system and teaching them productivity strategies. 


CP Manager is significantly more productive than the previous system Mr Chesnut worked with so we would logically anticipate an even higher average increase in productivity with our clients. (FYI, the other system was bought out and shut down.)


With each CSR, a 48.7% drop in your workload would give you an additional 2,026 hours a year (168.3/mo) to use however you want, like growing your agency. What would you do with an additional 2,026 hours a year, 168 hours per month? 


Freeing up this much time really opens up the possibilities to further build and improve your agency!

A 48.7% drop in your workload equates to 2,026 extra hours per year (168.3/mo) per CSR.

If you have more than 1 CSR, you'll have more hours gained each month, your financial savings will be larger and you'll see more profits coming into the agency.

Plus, you will be able to go a lot longer without having to hire another CSR, an advantage to increased productivity EVERY agency really appreciates!

After working with many agencies over the years, clients of Mr Chesnut have told him many stories of what the increase in productivity did for their agency. He heard things like... their CSR's thought they were going out of business because their workload dropping so much, or how the agency went from not being able to get all of their work done each day to spending half the day playing solitaire with all of the free time they now had. 

Increasing your productivity will do wonders for your agency and your profitability!

Purchasing CP Manager will offer a far higher ROI (return on investment). Between the low price (less than 70% of systems on the market) and the increase in profitability it'll create for your agency because of massively increasing your productivity, the ROI with CP Manager is huge.

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