Agency Staffing Flowchart
Eliminate confusion over positions and responsibilities within your Agency.
Agency Staffing Flowchart
Eliminate confusion over positions and responsibilities within your Agency.
Agency Staffing Flowchart
Eliminate confusion over positions and responsibilities within your Agency.
What's included in the 'Agency Staffing Flowchart'?
Clarity at every level of your Agency, from 90-Day Trainee to Agency Owner (and 5 levels in-between).
In leadership, to be UNCLEAR is to be UNKIND. Keep your Team Members engaged and motivated by clearly outlining the responsibilities of each role in your Agency - and their path to success.
An example guide and a fillable guide - perfect for customizing to your Agency.
We offer two different sheets: one with a real-life Agency's positions and responsibilities (as an example), and a blank PDF for your Agency's positions and responsibilities. Every Agency is unique, so you're able to make this your own... with a little guidance!
Agency Staffing Flowchart
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Document Outline
- PDF with a sample Agency's roles and responsibilities for use as a guide
- Fillable PDF to create your Agency's unique responsibility flow
Legal & Info
This insurance sales training was not developed by nor owned or endorsed by State Farm. The views presented are those of Insurance Agency Optimization only and are not intended to be used as a substitute for prospecting or customer interaction. Each representative of State Farm is personally responsible for acting according to the company’s sales philosophy and adhering to all compliance standards.
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