Page 16 - INA Program Book 2021

Network Services Offered to Members
In this section, we are looking to understand what services your network offers to its members.

Service Offered: Provided in- Provided by Not provided?
house? vendor?
Human Resources
 HR Hotline ___________ ___________ ___________
 Recruitment & Staffing Assistance ___________ ___________ ___________
 Payroll Services ___________ ___________ ___________
 PEO ___________ ___________ ___________

Training
 Sales or Production Staff ___________ ___________ ___________
 Account Manager Training ___________ ___________ ___________
 Social Media/Branding Training ___________ ___________ ___________
 Continuing Education Credits ___________ ___________ ___________

Financing
 Access to capital for acquisitions,
perpetuation, refinance, and/or real estate ___________ ___________ ___________

Marketing/Branding Assistance
 Branding/Marketing Assistance ___________ ___________ ___________
 Lead Generation ___________ ___________ ___________

Business Services
 Legal Assistance ___________ ___________ ___________
 Agency Valuation Resources ___________ ___________ ___________
 Business acumen training ___________ ___________ ___________
 Perpetuation Training/Assistance ___________ ___________ ___________
 E&0 Program ___________ ___________ ___________
 Market Placement Assistance ___________ ___________ ___________
 Wholesale or Brokerage Assistance ___________ ___________ ___________

Business Meetings Offered
 Annual Network Meeting ___________ ___________ ___________
 Regional Meetings ___________ ___________ ___________

Strategic or other Planning Offered
 Annual Production Goal Setting ___________ ___________ ___________
 Profitability Goal Setting ___________ ___________ ___________
 Bind/Submission Ratio ___________ ___________ ___________

Other (please describe):

Technology
 Agency management system (AMS) ___________ ___________ ___________
 Customer Relationship Management (CRM) ___________ __________ ___________
 Rate/Quote/Issue Platform – PL ___________ __________ ___________
 Rate/Quote/Issue Platform – CL ___________ ___________ ___________

Describe other services not listed above: [comment box here]

Are there any additional services the network is looking to add? [comment box here]

Any further thoughts or comments on network services offered to members? [comment box here]

24 | INSURANCE NETWORKS ALLIANCE