Symphony provides 21st century
solutions including:

After growing up in the insurance industry and leading an agency team I discovered that lack of insurance experience is not necessarily a liability. Insurance can be learned but asking an insurance veteran to unlearn the past twenty-plus years can be a genuine challenge.
Our industry needs fresh ideas that reflect the current Millennial-driven market.

Self-tracking for staff performance can be very important with the right culture and done in the right way as us results-based compensation. I believe your approach to compensation offers a simplified approach to show agency owners how their agency is doing from a productivity prospective and creating clear goals and objectives for the employees to improve productivity.

We can’t just keep giving staff money for showing up for work every day or paying producers to NOT produce. Longevity doesn’t equal good We’re in our 7th year on the program and it still serves a purpose for all of us.
Certain behaviors we’ve always wanted staff to do have now just become routine habits and we’ve been able to change KPIs every year as these behaviors do become habits.

Symphony has provided an overall-over reaching vision for our staff’s and producer’s behavior with a compensation model and software to back it up. It helps knuckle head & spread thin owners get a handle on #1 expense in their agency. Our staff response has been very good. The ideas and putting it all together are more complex than I originally anticipated but worth the time to grasp.

The primary benefit results-based compensation is it keeps me focused and allows me to set goals that are quantifiable and achievable. It allows me to budget KPI incentives with hopes that all incentives are achieved.
I’m not having to pull numbers out of the air any longer but can allow the employees to grow in the parameters that we’ve set.

You know…..I’ve been doing a lot of work myself on where I want to take my business. Taking a deep dive into what it’s going to take. Then comes along Symphony, your baby, a true reflection of your passion for the agency business. A complete system that is simple to adapt to any agent or agency’s FACTS, define its DESTINATION, and fill in the GAPS with all the tools, metrics and documentation to determine if you’re on track to your ultimate goals. I’m excited to begin, knowing I’ve got a system that will mirror my vision of where I plan to take my agency.

We started using Symphony 4 years ago. It has changed how our team members look at the organization. One part is they get rewarded if the agency grows commission income each month.
The second part is they get rewarded if they do tasks over and above what their regular job duties are. If the team member wants to make more money, the opportunity is there.

I am truly excited to implement this new system throughout our office! After sitting down with Tom and going over what my KPI’s would be, I feel very excited to start this journey. I was nervous that it would add a lot of extra pressure on my plate but in turn, it has done the opposite. I feel I have a better system to get my work done in the most efficient way possible. Thank you to Tom and his team for getting us on the right track!

One of the most difficult aspects of owning and managing an insurance agency is keeping staff focused on their most important functions and to help them identify “what’s in it for me” when the agency reaches its goals. Symphony is simply a brilliant concept!
Ask this question: Are my employees focused on what matters to the insurance agency’s success and growth? If you’re not sure – contact Tom.