How to Determine Profitable Accounts: Which Clients Are Really Making You Money?

Presented by Kevin Wheeler, CIC, CPIA, CFI

Are all of your clients truly profitable, or are some quietly costing your agency money? 

Many agencies assume every account contributes to the bottom line, but the reality is often very different. 

In this webinar, Kevin Wheeler shares a practical approach to identifying your most valuable clients, calculating the true cost of servicing accounts, and making smarter decisions that improve profitability and agency performance.  Based on decades of agency ownership and management experience, Kevin provides actionable strategies you can apply immediately.

In this session, you'll discover how to:

• Apply the 80/20 Rule to maximize agency profitability
• Identify the characteristics of truly profitable accounts
• Calculate your agency's cost of doing business
• Audit your book of business using meaningful reports and metrics
• Prioritize the clients that drive long-term success
• Make informed decisions about when it's time to let an unprofitable client go 

Whether you're an agency owner, manager, or producer, this session will help you better understand the financial health of your book of business and focus your time where it delivers the greatest return.