Agency Performance Partners

NEW! AppX Time Management 3.0

INSURANCE AGENCY E-COURSE

AppX Time Management Course

getting rid of

THE WORD "BUSY"

Our newly revised time management course is here to help your agency move from busy to productive. Find more time in your day to improve your client’s experience while reducing your stress in the process.

AppX

time management course

GETTING RID OF THE WORD BUSY

Moving from busy to productive.

Everyday you want to help your team feel more productive. But you are never really sure where to start. It always seems like there is a fire to put out and you aren’t sure what to do or where to start. But what if you had team training to get your entire team to embrace time saving strategies? All with help on using your system for reporting and accountability. It may seem too good to be true, but it’s not. Let us walk you through building a plan, rolling it out, tracking the plan, and then celebrating your success.

THERE’S JUST ONE PROBLEM

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

MAYBE THESE FEARS, UNCERTAINTIES AND DOUBTS HAVE YOU PARALYZED:

  • There’s no time 
  • Training is costly
  • No consistency
  • Little buy-in
  • There’s no plan
  • Small bursts don’t work 

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'M HEATH SHEARON

I’m a second-generation insurance professional, creator of the Insurance Town Podcast, and Agency Performance Partners’ newest performance coach. I built a successful agency before transitioning to the carrier side. Working with hundreds of insurance agencies throughout my career as a marketing representative and consultant, I have a natural ability to network and build relationships.

I have parlayed that into a career in consulting with agencies all over the country in sales strategies, niche marketing, relationship building, cross-selling, customer retention, mergers and acquisitions, developing culture, and brand building, among other things. I am a strong believer in the accountability factor in coaching and enjoys working with agencies both large and small.

 

In the past two years, I have spent time working on my brand, Insurance Town, and working with agencies to help them develop their own branding and develop a culture for their business. Through accountability and consulting, I have helped agencies grow and achieve their goals—often times exceeding them. By joining the team at Agency Performance Partners, I am able to serve my customers more effectively by working alongside a team of professionals highly regarded and deeply entrenched in the industry that I love so much.

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

If you are tired of quotes getting pushed back, your team being stressed and not feeling like your agency has a grip on being productive – you are not alone. Does your agency have a plan for your productive season and your low season? Are you tracking your team’s activity? If not your agency needs a different approach that engages the team and starts helping you pick up minutes that lead to hours. This helps your agency embrace time management as a way of boosting your productivity and culture. This changes everything.

HERE’S WHAT YOU’LL LEARN IN OUR TIME MANAGEMENT COURSE

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LESSON 1

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 2

Task/Activity Management

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.

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LESSON 3

Notepads

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 4

Desks

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 your clients.

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LESSON 5

Time Blocks

If you knew 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. 

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LESSON 6

Quoting Over the Phone

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 7

Payments

By watching the scripts and videos, we can get your team comfortable with asking for payments upfront. We will have a guide and folder created for all carriers for easy reference.

Insurance sales 8

LESSON 8

Roles and Responsibilities

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

Follow Up

There is a fine line between a great customer experience and too much follow-up. We have to remember that our words, tone of voice and calls to action matter. If you are struggling with time management – how great would it be to limit your follow-ups?

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LESSON 10

Start-Up and Shutdown

By this time, they have transformed to understand that they can have a plan because they aren’t putting out fires. There will be some days where we struggle: we come in late or have to leave early. These are the days you need the ritual even more!

HERE’S WHAT'S INCLUDED

  • 10 LESSON TIME MANAGEMENT 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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THIS TIME MANAGEMENT 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 TIME MANAGEMENT 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!