How do we deal with client dissatisfaction? What are the main causes of it? How can agents lower their rates of detractors? These questions and more are answered this month, as we explore how to keep clients happy while managing your workload. This week we are joined by our wonderful guest, Torey from Rocket Referrals, […]
Throughout today’s episode we will discuss the best tips and tools for better time management for insurance holidays. With the holiday season coming up, we can’t help but think about the productive nature of people about to go on vacation or about to spend time off. How can we employ better tactics to find that […]
In today’s episode, we discuss the importance of planning for the holiday period ahead of time. Having a vacation policy and clear boundaries of when everyone gets their holidays avoids short-staffing during busy times at most agencies. Ask for vacation time early on and work out summer holiday working hours in April, not in June […]
[03 Aug] Welcome to the Team: Heidi!
Hi all, I’m Heidi Samuelsen and I feel so fortunate that Kelly and the rest of the team at Agency Performance Partners have brought me into the fold! I am so excited to join them in partnering alongside our insurance agency friends to make their businesses ridiculously amazing! In the interest of introducing myself, here […]
For many people, vacations are a time away from work. In fact, there are certain industries where employees are required to take their vacation and their access is actually shut off. I have found in our industry, working during vacations is fairly common, especially for agency principals, producers, and managers. As an insurance consultant, it […]
I’m sitting here writing this blog the Tuesday before the 4th of July (Thursday), and I have had many conversations with agencies about the big debate: Should we close Friday, July 5th? Now, this is a loaded question for most agencies. Generally, we have to make this decision way back in December of the previous […]