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Insurance Performance Reviews

Posted on March 10, 2021 by Kelly Donahue Piro

🚀 Insurance Performance Reviews: How to Build Ridiculously Amazing Agents 🚀

Are you ready to take your agency to the next level? At APP, we believe that tracking employee performance is the key to fostering a team of Ridiculously Amazing Agents! Join us as we dive into the world of insurance employee performance reviews and uncover the secrets to success.

⭐ Mission: Update Your Job Descriptions and Establish a Rich Routine ⭐

Our mission is crystal clear – we want to help you clarify your expectations and empower your team to excel. By updating your job descriptions and incorporating regular performance reviews, you’ll provide your agents with a roadmap to success.

🎯 Conducting the Perfect Performance Review 🎯

1️⃣ Annual Reviews: A Must-Have Tradition No exceptions! Every year, set aside time for a formal annual review. We understand that COVID may have caused disruptions, but now is the ideal moment to get back on track. To help you begin, we offer pre-written job descriptions and templates in our online store, ready for immediate use.

2️⃣ Tailored to Excellence: Customized Reviews Gone are the days of vague feedback! Our insurance employee performance reviews are tailored to each employee’s job description. By maintaining detailed and up-to-date job profiles, you can assess your team members’ performance accurately. Assign scores in different areas, including agency values and even attitude.

3️⃣ Employee Self-Review: Uncover Hidden Potential Boost the effectiveness of your reviews by encouraging self-assessment. It’s amazing how introspection can lead to growth. Your employees might surprise you with their self-awareness and constructive criticism.

💡 Communicate, Clarify, Excel 💡

Implementing a robust review process might feel unfamiliar, but remember, reviews are not just about pay – they’re a powerful tool for effective communication. By discussing expectations and goals, you pave the way for your agents to become truly Ridiculously Amazing!

📱 Follow Us for Daily Insights 📱

Stay connected with us on social media to enjoy our 3 Minute Videos – quick, insightful nuggets that will guide you on your journey to becoming a Ridiculously Amazing agent. Follow us on YouTube, Instagram, Facebook, Twitter, and LinkedIn for your daily dose of inspiration and knowledge.

Join the movement of excellence – embrace performance reviews and unleash the full potential of your team. Let’s build a future of success together! 👊

Take our FREE 12 Question Agency Quiz: https://bit.ly/insagencyquiz

Merging Agencies Together? Learn How We can Get Everyone on the Same Page! https://bit.ly/42xMkk3

Learn About the 6 Things You Need To Know About Running An Agency: https://www.agencyperformancepartners.com/running-an-agency/

Need More Help? Book a Meeting with APP: https://bit.ly/meetwithAPP

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Subscribe to Our Podcast – take our videos on the go! https://bit.ly/RidiculouslyAmazingPodcast

We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that’ll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website

October 2023 - Book a Meeting