The Consultative Broker™ Briefing
Volume VI, Number 1
A Free Publication of C.R. Ekern & Company
888.670.1177
www.crekern.com
 Copyright, C. R. Ekern & Company, 2004

Third Annual Year-End Readership Survey

Dear Consultative Broker,

It is hard to believe that the Consultative Broker Briefing is already five years old.  What changes we have seen in our industry during that time!  As the publisher of the Consultative Broker, we are very pleased to be there beside you throughout this period of tumultuous change.  Our goal continues to be to provide you with quality information and revenue creation techniques.

Our Briefing is currently being read by over 3,300 of the top producers, principals, and key players at the nation's leading firms.  And once again, it's time to hear from you.  It is very important to us to receive your feedback, as it will help us focus on your areas of concern.  The Consultative Broker Briefing, a publication of C.R. Ekern & Company, is one of the only newsletters dedicated entirely to the creation and retention of upper middle market revenues and fees.

Please take a few minutes to respond to our Third Annual Year-End Survey by completing the survey below.  Your input will be accumulated with Consultative Brokers from across North America and will be presented in an upcoming edition of the Consultative Broker Briefing..  These responses will create a mosaic of the marketplace and brokerage industry conditions.  Don’t be left out.  Give yourself a voice!

Note:  This survey form is no longer active.  The form is available below for your review, but you will not be able to submit it.  It was distributed to our subscribers at year-end 2003.  The Briefing that discusses these results is right here.  For a printable review of all the graphs and data from the survey, please click here. 

1. On average, how many insurance carriers had an appetite for your year-end renewals?
2. On average, what type of premium increase did you experience for your year-end renewals?
3. As regards competition from other brokers, how would you characterize the marketplace at year-end?
4. What is the most critical challenge that you face for 2004?
5. In your opinion, how important are loss control / risk control resources to your clients?
6. In terms of new business for 2004, what is the average account size (commissions / fees) that you are targeting?
7. If you could get one of the following from your carriers this coming year, which would it be?
8. As regards commercial accounts under $100,000 in premium, who are more responsive?
9. As regards commercial accounts over $100,000 in premium, who are more responsive?
10. How important is the ability to differentiate yourself by using Total Cost of Risk concepts?
.
11 Does your firm have internal staff/resources for Loss Control / Loss Prevention?
12. Does your firm have internal staff/resources for Claims Management (beyond standard claims reporting and monitoring duties)?
13. How important are client Stewardship Reports on your larger accounts?
14. Do your carriers provide quality information that assists in  your Stewardship Report development?
15. In your opinion, what is the most important component of a Stewardship Report?
16. What is the total size of your firm's revenues (including benefits)?
Please use the space below for any additional comments or to suggest a topic that you would like to see addressed in an upcoming edition of our Briefing.
Your Name (optional)
Your Firm (optional)
Your email address (optional)

 

Note:  This survey form is no longer active.  The form is available for your review, but you will not be able to submit it.  It was distributed to our subscribers at year-end 2003.  The Briefing that discusses these results is right here.  For a printable review of all the graphs and data from the survey, please click here. 

                                        

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Consultative Brokerage® Techniques are utilized by agents and brokers across North America in the development and retention of upper middle market revenues.  The Consultative Broker Briefing is delivered electronically free of charge to selected agents, brokers, and other insurance professionals across North America.  To subscribe to The Consultative Broker Briefing, please click here.

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Copyright, 2004 C.R. Ekern & Company