Agency Performance Partners

AppX Time Management Online Course

INSURANCE AGENCY E-COURSE

AppX Time Management

getting rid of

THE WORD BUSY

I am going to help your agency move from busy to productive and find more time in your day to reduce stress and improve your client’s experience. Course is newly revised!

AppX

time management

GETTING RID OF THE WORD BUSY

Moving from busy to productive.

You see your team running around all day and they seem stressed and overwhelmed. Every day for years, you have been hearing how busy people are – but the phone records and activities can tell a bit of a different story.  You aren’t sure what to do – you don’t want your team feeling this way. What almost no agency understands is how to move their team from busy to productive and find minutes that add up to hours in their day. It’s not just focusing on finding more people, it’s making the people you have more productive. This can happen when your agency has a plan to manage time and training to help the team approach time management.

THERE’S JUST ONE PROBLEM

No one has given your team a clear plan with scripts, time blocking and how to focus.

MORE SPECIFICALLY, MAYBE THESE FEARS, UNCERTAINTIES AND DOUBTS HAVE GOT YOU PARALYZED:

  • There is no time 
  • Training is costly
  • No consistency
  • Little buy-in
  • There is no plan
  • Small bursts haven’t worked 

STEP 1

coffee.

cup

STEP 2

relax.

YOU HAVE A PLAN

Hi Agent!

I’M KELLY DONAHUE-PIRO

owner

I worked a summer job as a bank teller to pay for college. I realized that my co-workers weren’t taking advantage of incentive $$ by cross selling products. I started spending time learning how to sell since my bank had no training program for front line employees. Insurance was one of those products.

In 2000 I was still working at the bank. The executives loved me, and my co-workers hated me. I proved they could cross sell but weren’t. I toned down my sales skills to be accepted and missed key career opportunities as I was graduating. I got my first job out of college and realized again that many small businesses had no sales and marketing strategy. I had to figure it out on my own.

The mortgage crash found me unemployed. I was recruited back into insurance by a tech company that was also making the switch. We were pioneers in digital marketing for agents. We found that agencies were not equipped to convert a web lead effectively. I led the client management group that coached the agents in transforming. I worked with over 700 agencies in 6 years.

In 2014 the company I was working for was getting sold to Zywave, but I’d found my calling helping install systems into agencies to help them become ridiculously amazing. We have worked with over 1,000 agencies in the US and Canada.I 

IF YOU WANT A LESS STRESSED OUT TEAM AND A BETTER CUSTOMER EXPERIENCE

I HAVE GOOD NEWS FOR YOU...

check

...you can with a plan

IT’S EASIER THAN YOU THINK

SPEAKING FROM EXPERIENCE

I know YOUR AGENCY CAN:

  • MOVE FROM BUSY TO PRODUCTIVE
  • TAKE CONTROL OF YOUR DAY
  • WORK OUT OF THE MANAGEMENT SYSTEM
  • REDUCE EMAIL CLUTTER
  • BREAK THE NOTEPAD HABIT
  • PLAN FOR “BUSY SEASONS”
owner

Ridiculously Amazing Agencies Outlast The Suck Of Change

— Kelly Donahue-Piro

OVER MY CAREER, I’VE LEARNED THAT THERE IS A STRATEGY TO SUCCESS

That’s Why I Created

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APPX Time Management

getting rid of

THE WORD BUSY

E-COURSE

Are you tired of hearing how busy everyone is but no one has a plan (except to hire more people)? Do you ask how you can help and the team just stares at you? Your agency needs a different approach that engages the team and gives them a clear plan with expectations. This helps the agency embrace a time management strategy that simplifies everything and empowers everyone to succeed. This changes everything!

HERE’S WHAT YOU’LL LEARN

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LESSON 1

Team Leader: Keys To Success

We help the agency get set up for success by helping you get organized to maximize this course. 

This includes AMS360, Hawksoft & Applied Epic Tips. 

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LESSON 2

Time Management Approach

We break down all the beliefs and false beliefs insurance team members have on time. In this section we set the stage for the key time management philosophies we will work on with your team. 

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LESSON 3

Email Management

You were taught how to use your management system and even a rater but no one has ever really taught us how to maximize email. In this lesson we review how to manage your inbox. 

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LESSON 4

Management System Activities

Your management system needs to be your air traffic controller and you can only do this when everyone is using the system uniformly and accurately. We review how to use the task system to run your day. 

Insurance Sales 5

LESSON 5

Notepads & Stickies

If you are relying on your notepad as your to-do list, what is the agency management system for? There is no transparency to the rest of your team on your notepad. We review better ways to manage your tasks. 

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LESSON 6

Your Desk/Workstation

A messy desk can lead to messy work. Due to the sensitive nature of the information we have for clients we need to practice a clean and organized desk so everyone can help you clients. 

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LESSON 7

Time Blocking

If you new you had a block of time to focus on the most difficult tasks of the day would that reduce your stress level? Once agencies embrace time blocking and get it working they never go back.   

Insurance sales 8

LESSON 8

Quoting

Quoting is one of the most labor intensive things you have to do in an insurance agency. We review our strategies on how to streamline quoting. 

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LESSON 9

First Call Resolution

Completing a client’s needs all in one phone call is not only efficient but effective for your and the client when we limit trailing work you get more time back. 

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LESSON 10

Service Standards

Setting expectations is a critical part of communication. We should have due dates for internal work and client work so we meet all expectations.  

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LESSON 11

Effective Follow Up

We can sometimes babysit clients and follow up too much or two little. Instead we need an efficient follow up strategy that honors your time and gets what you need. 

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LESSON 12

Work Like A Team

The best agencies work like a team! This means you can help each other and keep a balanced workload. 

HERE’S WHAT'S INCLUDED

  • 10 LESSON COURSE
  • WORKBOOK
  • SCRIPTS
  • AMS360, Hawksoft & Epic Set Up Course*
  • ROLE PLAY VIDEOS
  • MANAGER SECTION
  • QUIZZES

YOU PAY ONLY

$245/month

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THE CONSERVATIVE TOTAL VALUE OF THE PROGRAM FOR YOUR INSURANCE AGENCY

$10,000

EXCITED TO GET STARTED?

Here’s how:

 
  • Say YES to your agency and click the “BUY NOW” button anywhere on this page.
  • If you don’t already have an account with us, you can create a new account with your email address. You’ll have immediate (and forever) access to login and have 24/7 access to all modules and learning materials.
  • You’ll start the process of becoming Ridiculously Amazing!
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REMEMBER, THIS COURSE WAS CREATED FOR INSURANCE AGENCIES JUST LIKE YOURS.

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THIS E-COURSE IS perfect IF YOU'RE

LOOKING TO HELP YOUR TEAM MOVE FROM BUSY TO PRODUCTIVE. IF YOU KNOW YOUR INSURANCE AGENCY NEEDS TO UPGRADE ITS CUSTOMER EXPERIENCE, THIS COURSE IS FOR YOU!

YOUR INVESTMENT TO BECOME

Ridiculously Amazing

WITH THIS COURSE!

NOW IT’S TIME TO MAKE A DECISION.

YOU CAN DO NOTHING, AND BE EXACTLY WHERE YOU ARE NOW ONE YEAR FROM TODAY. OR, YOU CAN HOP ON BOARD FOR ONLY $245 PER MONTH AND GIVE YOUR AGENCY THE PLAN IT DESERVES.

If you want a ridiculously amazing agency, then yes, it’s for you. But remember, businesses don’t build themselves. If you’re willing to watch the entire course and put time and effort into implementing your new knowledge with your team, you’ll have the tools you need to succeed. Simply put, you have to put in the work.

Our goal is for your team to get organized to the point where they are working ahead on renewals rather than behind. 

Once you purchase the course you will be emailed instructions on how to set up your account and log in. Be on the lookout!

Each lesson has a defined time when you log in. Generally they are 10-15 minute lessons. 

If you’re not happy, we aren’t happy! Reach out to us so we can understand your concerns and work out a solution. 

It never seems like a good time to do anything. Everyone is busy, and you are always stretched too thin. The story is that we are all waiting for the perfect time to install the strategies we need to have the time to best deliver for our customers. You may be thinking “if I do one more thing there will be mutiny” or you may have tried things before and there was no buy-in, so what’s different now? I’ve been through this same story with hundreds of agencies, and the reality is there is a cost to doing nothing. The other harsh reality is that it will only get worse unless a plan is put in place to run the agency rather than have it running you. I’ve learned the best time to do anything is right now. You can always put off the work and hope it will get better, but we all know hope is not a strategy.

 

The Agency Performance Pack also includes AppX Retention, AppX Sales and our Quarterly Course Additions!