Field Structures in Voluntary Companies
All carriers have to establish a structure for attracting producers to sell their products. And that’s no easy task given the number of carriers vying for the attention of a limited number of producers. For many carriers, this means establishing field offices in communities nationwide. These offices often serve as the carriers’ eyes and ears, keeping close contact with local producers and, in many cases, their accounts.
The objective of the Field Structures in Voluntary Companies report is to explore the different positions that are in various companies’ field offices and the roles that individuals in these positions play in providing sales support, enrollment, and service.
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Table of Contents
1. Executive Summary
A. Report Objectives
B. Participants
C. Key Findings
D. Methodology
2. Findings
A. General Information
1. Lines of business
B. Information by Position
1. Types of Positions
2. Status of Positions
3. Reporting
4. Performance Measurement by Position
5. Compensation by Position
6. Turnover by Position
C. Information by Function
1. New Account Set-Up
2. Sales Support
3. Account Relationships
4. Renewal Process
5. Cross Selling
6. Ongoing Enrollments
7. Enrollment Roles
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