Rough Notes - Vol. 150 Nbr. 7, July 2007
Pillsbury, Dennis H
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Finding talented people is one of the most often-mentioned concerns for agency principals. An agency can improve its automation and workflows, introduce a sales culture and prepare for growth, but finding new people who can carry those efforts on to the next generation and beyond is a problem that is nearly universal in the agency system. And there are almost as many solutions and attempted solutions as there are agencies in the US. For Moreton & Co, Salt Lake City, UT, the solution turned out to be surprisingly simple in concept -- be a great place to work and the talented people will join you. The firm now provides all lines of coverage and a variety of risk management and other consulting services. Moreton & Co targets middle and upper middle market commercial lines clients, as well as specializes in high net worth accounts in personal lines. Probably the best-known assignment that Moreton & Co landed was the 2002 Winter Olympic Games.
Fertile Ground
Finding talented people is one of the most often-mentioned concerns for agency principals. An agency can improve its automation and workflows, introduce a sales culture and prepare for growth, but finding new people who can carry those efforts on to the next generation and beyond is a problem that is nearly universal in the agency system. And there are almost as many solutions and attempted solutions as there are agencies in the coun...
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