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Agency to Agency…

An Interview with Kirk Stubblefield
Stubblefield Insurance Agency, LLC – www.stubblefieldinsurance.com
Location: Abilene, Seymour and Olney, TX

A few months ago, Kirk Stubblefield of Stubblefield Insurance Agency in Texas graciously agreed to do an interview with SIS talking about his experiences with the Partner XE agency management system and the service he receives from SIS. During that interview Kirk mentioned that one of his favorite aspects of Partner XE is the flexibility it gives him to run reports that really drill down on various aspects of his business. What follows here is a much shorter version, intended to be part of a best practices series for those already using our software.

Can you give me examples of how you use the customized reporting feature to analyze your business?

I can use Partner XE to run a complete list of what each employee has brought into the business at any given time. I can see where they are and give bonuses based on what they are able to bring in without advertising. The reports I have set up will tell me exactly whether an employee has brought in new business, what type of business they brought in and the premium that each one of them is doing. Running and reviewing the reports allows me to get to the point of what I need to work on with each employee. Is it that they aren’t doing anything or is it that they don’t know what to do? I can use the reports to uncover where I need more training.

In addition, I can specify reports based on lines of business, office location (note: Stubblefield has three offices), new policies, lapsed policies, growth, attrition, etc. If I can see one office is growing and another is not, I can step back and figure out what one office is doing that the other is not.

We can also use the reports to adjust our marketing efforts. We can compare clients to clients to uncover which type of companies or lines of business are more profitable – then we can target our marketing efforts using those parameters… Where things are working the best for you that is what you need to expand on.

How often do you look at these reports?

Depending on the report, I look at it daily, weekly, monthly annually. I look at what each office is doing as a whole and know how we are doing as an agency.

Where do you pull the reports?

The searches under clients and policies are the best reports. You can also customize to create your favorite parameters. When you come up with one you like you can save it. You can really build reports to do almost anything you want.

 

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