SICK OF HEARING THE WORD BUSY IN YOUR AGENCY?
Agency Efficiency Training Will Cover:
- Email Management
- Zero Backlog Environment
- Direct Entry
- Paper/Printing Use
- Time Blocking
- Quoting Efficiency
- Follow Up
- Win Your Day
Give your team the training they to reduce stress. How?
What if you walked into your agency and heard every one of your team members:
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.
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.
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.
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.
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.
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:
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.
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:
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:
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:
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)!
In every course we add in a few bonus sections that may apply to you and your role:
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:
Get ALL of our courses to use at your leisure.
If your agency needs a hug, cheerleader, or accountability partner, that’s what we do.