Page 45 - Sales and Operations Handbook for Managers.pdf

Procedure

The DSM will review the monthly NSA competitor list for

new open and closing competitor stores in the past month.

Then research the top competitors in the region depending

on where the stores are located (Fred Loya, AI, La Familia,

Amtex). Once the competitors have been identified, DSM

will call for a quote or go to the location in person.
Evaluate the rate, customer service, and presentation of

the competitor. Use the Competitive Analysis excel sheet to

document information.

DSM is responsible for comparing the rates obtained from

the competitors against the rates provided by AMAX every
quarter and sending the evaluation to the RSM. The RSM

checks the analysis for completeness and once satisfied

that it was done correctly submits it to the Sales Director.

The RSM, DSM, and OM should discuss together the

experience of the visit and/or the quote. If there are
changes the RSM wants to incorporate into their offices,

those changes will be relayed to the DSM and OM. OM can

then strategize with their own office in how they

implement some of the positive changes from the

competitor visit.

NOTE: If there is an agent that the RSM, DSM, or OM liked,

then get the agent’s information and send it to HR to

recruit.