Agency Performance Partners

AppX Time Management Online Course

INSURANCE AGENCY E-COURSE

AppX Time Management

getting rid of

THE WORD BUSY

Every insurance agency is so busy, right? When you hear how busy everyone is but expectations were missed or you question what people are really doing, it’s time for time management training. For many of us, we never learned how to manage our email or professionally wrap up a phone call. The day gets away from us because everything has the same priority. We want to help people take back control of the day with better time management strategies that organize the chaos of your office. That’s why I created this course.

AppX

time management

GETTING RID OF THE WORD BUSY

How to organize time in an insurance agency.

This E-Course Will Show You How To: Take every day and organize around the highest, most important tasks of the day. 

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 sick and tired of hearing how busy your team is and how they can’t get to all their work? It seems like every day is harder than it should be, and there is no end in sight. You agency needs a different approach that engages the team and gives them a clear plan with expectations, time blocking and simple strategies that everyone can embrace. This changes everything!

HERE’S WHAT YOU’LL LEARN

Lesson 1

LESSON 1

Keys To Success

We review challenges in time management and some common statistics that will help you understand where your time goes. 

lesson 2

LESSON 2

Email Management

We review how to get out of the email trap! When you are working out of your email, you are losing productivity. Our goal is to get you to under 10 emails in your inbox when you leave for the day. 

insurance sales 2

LESSON 3

Management System Activities

Your entire team should be working from their management system rather than notepads or emails. We share how this works for productive agencies.

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LESSON 4

Clean Your Desk

You can’t stay focused when your work space is in chaos. We break down the basics of maintaining your desk. 

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

Time Blocking

Many agencies have tried time blocking and unfortunately failed at it — so people go back to their old and bad habits. We review how to make time blocking work and get it started in your insurance agency. 

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LESSON 7

Uniform Documentation

How much time is wasted trying to find documents in your management system? When someone is out, are you cursing their files? When you have a strategy, everything can run smoother.  

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

Seasonality & Time Off 

Every book of business has slower and busier seasons. We want to identify your plan for the peaks and valleys of your book. 

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LESSON 10

Mistakes & Attitudes

Mistakes not only take up your time; they certainly sop up your energy too. Combine mistakes with a negative person in your insurance agency and time goes out the window. 

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!