( less than 4 employees ) have greater concern about “ changes in carrier appetites / coverage accessibility ”. The survey showed that as an agency gets larger there is greater concern about the challenge of “ implementing technology and agency efficiencies ” in the agency . Agencies in Western Kansas feel the “ economy ” is a challenge ( 57 %) but had “ agency growth ” ( 24 %) outside of their top five .
WHAT ARE THE GREATEST CHALLENGES FACING YOUR AGENCY FOR THE NEXT 3-5 YEARS ?
Consulting Services The survey revealed the top five consulting services that members could benefit from , including assistance with : agency operations and workflows , sales / producer management and accountability , agency marketing / customer engagement , and technology implementation . Third of the list was exploring an association health insurance plan .
When looking at the responses by position , assistance with agency procedures and workflows and sales / producer management and accountability ranked either number 1 or 2 among respondents . CSR / Account Managers and administrative support staff are interested in support in the areas of human resource management / recruiting / culture as well options for back-office support . Agency principals may take note to make sure employee workloads are manageable and focus on creating a positive culture within the agency .
WHAT CONSULTING SERVICES / RESOURCES COULD KAIA PROVIDE TO SUPPORT YOUR AGENCY ?
Consulting resources |
Responses |
Agency Operations ( procedures / workflow |
44.06 % |
development ) |
Sales / Producer management and |
33.66 % |
accountability |
Association Health Insurance Plan |
22.77 % |
Agency Marketing / Customer engagement |
22.77 % |
Technology implementation |
21.78 % |
Valuation / Perpetuation Planning |
18.32 % |
Carrier Management |
16.83 % |
Back-office support ( data and transaction |
16.83 % |
processing , certificates , endorsements ) |
Human Resources Management / |
16.34 % |
Recruiting / Culture |
Strategic Planning |
12.38 % |
Risk management / loss control services |
12.38 % |
Accounting / Financial Management |
9.90 % |
Claims management |
8.91 % |
Data analysis / insight |
8.42 % |
Captive Insurer Formation |
6.93 % |
Profit sharing calculation review |
4.95 % |
Member Satisfaction One purpose of the survey is to gain a better understanding of member satisfaction with KAIA . In other words , how are doing ? To the question of “ how well to KAIA ’ s currents and solution meet your needs ”, the association received a score of 72 out of 100 . That number grew to 78 for the question of “ how satisfied or dissatisfied are you with KAIA ?”.
In looking at the responsiveness of KAIA staff , the survey showed ~ 85 % of responses were in the “ Extremely responsive ” or “ Very responsive ” categories .
HOW RESPONSIVE HAVE WE BEEN TO YOUR CONCERNS ?
28 KANSAS INSURANCE AGENT & BROKER