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Agency Performance Partners

SICK OF HEARING THE WORD BUSY IN YOUR AGENCY?

Move your team from busy to productive.

Agency Efficiency Training Will Cover:

  • Email Management
  • Zero Backlog Environment
  • Direct Entry
  • Paper/Printing Use
  • Time Blocking
  • Quoting Efficiency
  • Delegation
  • Payments
  • Follow Up
  • Win Your Day

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Get In Touch With How We Can Help Your Team Move From Reactive to Proactive


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GOAL

Give your team the training they to reduce stress. How?

  • Clean Inbox By Friday
  • Zero Overdue Activities
  • Banish Notepads & Duplicate Entry
  • Clean Paper-Free Desk
  • Quoting Efficiently
  • Payments
  • Follow Ups
  • Time Blocking 
  • Delegation
  • How to Win Your Day
  • Client Grading

WHY EVERY AGENCY NEEDS EFFICIENCY TRAINING

What if you walked into your agency and heard every one of your team members:

  • That they weren’t busy but productive on how to succeed
  • You didn’t have to follow up on every thing
  • Leadership can predict when someone is backlogged
  • Your team prioritizes the right clients
  • Focus on reducing low level work

Your team needs training, tracking, and tool kit for how to succeed in being efficient and effective. Get them to focus on the right things at the right time.

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AGENCY EFFICIENCY

strategies

Lesson 1

EMAIL MANAGEMENT

When someone calls out it can be a nightmare to identify what needs to be done. With a zero inbox environment client communications get attached rather than archived.

  • 10 Emails Daily – 0 By Friday
  • Folders
  • Unsubscribe
  • Attach
  • Turn Off Pop-ups
  • Close Email to Focus

Lesson 2

ACTIVITY MANAGEMENT

Let’s make sure your team is focused on the right activities. We review your codes and priorities to make it efficient for your team.  The goal is 3 over-dues per day with a goal of 0 by Friday.

  • Clearing Out Old Funky Tasks
  • Plan to Prioritize Your Day 
  • Eat the Frog
  • Raise Your Hand if Your Backlogged
  • Change Activity Due Dates
  • Work From Your Activities Not Notebook
  • Activity Priorities

Lesson 3

NOTEPADS

Notepads are common in every agency. However, its duplicate entry when we write it on a note pad and then enter it into our system. We need a better way to be efficient and effective. 

  • Headset Use
  • Notepad Detox
  • Direct Entry 
  • Real Time Entry
  • Documenting Calls Before Hanging Up
  • First Call Resolution

Lesson 4

DESK/PAPER MANAGEMENT

In this section we take the opportunity to do some office cleaning. We want to reduce paper and move to a digital environment. Its time to make the shreaders work.  

  • Desk Clean Up
  • Paper Reduction
  • Desktop Icon Reduction
  • Deliver Policies
  • Clean Up Conference Room
  • Kitchen Clean Up

Lesson 5

TIME BLOCKS

When you have calls coming in all day it can be hard to focus. If you can get everything into the management system and work real time – time blocks are something completely obtainable:

  • Time Block Length
  • Frequency
  • Scheduling 
  • Flexibility
  • Activities for Time Blocks
  • Getting Everyone to Respect Time Blocks

Lesson 6

QUOTING EFFICIENCY

We see it all the time. Are agents writing out a quote sheet, scanning the sheet in, and then entering it in the system? PL agents not embracing a rater? It’s time to get efficiently quoting. 

  • Fillable Quote Sheet
  • Direct Entry to Rater/Company Site
  • Efficient Ways to Gather Lead Details
  • Quoting Over the Phone
  • Pre-Qualifying

Lesson 7

PAYMENTS

Payments are a 10 minute transaction. So a monthly call in payment costs the agency two hours per year on one client. The mail is slow and clients are paying too much unless they get on automated payments:

  • Why Payments Eat Up Time
  • New Client Payment Options
  • Rewrite Payment Options
  • Converting Call Ins to EFT/Pay In Full
  • Scripts
  • Late-Payments
  • Handling Payment Objections

Lesson 8

DELEGATION& CLIENT TIERS

When we run activity reports it’s amazing how many agents are working below their paygrade by doing work the agency has support set up for. In addition we see the lowest level clients can have the highest activity making them unprofitable: 

  • Understanding Delegation
  • Roles & Responsibilities
  • Grading Clients
  • What Clients to Walk Away From

Lesson 9

FOLLOW UP

In many agencies team members chase clients multiple times for everything. The challenge is each team member does it differently and each client gets a different experience. We are creating an unhealthy relationship when we care more about the client’s insurance than they do:

  • Follow Up Process
  • When To Include Producers/Leadership
  • Follow Up Methods (Phone, Email, Text)
  • Follow Up Cadence 

Lesson 10

WIN YOUR DAY

Winning your day means you won’t let the one call wreck your mojo. You pick how to win your day with your big 3 – if you tackle those, you have won your day (even if things are not going your way)!

  • Start Up Process
  • End of Day Process
  • Win Your Day
  • Eat Your Frog
  • Planning For Success

Bonus Section

EXTRA OPPORTUNITY

In every course we add in a few bonus sections that may apply to you and your role:

  • Time Management Philosophies
  • Time Management Math
  • Keeping An Open Mind On New Concepts

Leadership Guide

AGENCY SUCCESS

Leaders need training too! In this section, we review all of the steps we take at APP to get a client up and running for a successful training:

  • Review Form
  • Tracking Success
  • Holding Your Team Accountable
  • How to Roll Out the Program 
  • Common FAQs
  • Expectations

Renewal revew Training Options

SUBSCRIBE TO OUR SCHOOL

$295/Month

Get ALL of our courses to use at your leisure. 

VIRTUAL TRAINING

$2,500/Month

6 MONTHS

IN-PERSON TRAINING

$3,500/Month

6 MONTHS

 

AVAILABLE LESSONS

LET’S CONNECT!

If your agency needs a hug, cheerleader, or accountability partner, that’s what we do.