APPX: Time Management Experience

Inbox management, task completion, timely quote presentations, and annual renewal calls are all items that we know benefit our agencies. But when we ask agents about the factors that prevent them from performing these critical activities, we hear that agencies are “too busy”.

We are here to help you eradicate the word “busy” from your vocabulary and your agency. The day in the life of an average independent insurance agent may be described as backlogged and unproductive, but the ridiculously amazing insurance agent puts best practices for time management to good use. Cue: AppX Time Management!

Our 6-month AppX Time Management Experience covers:

  • Email Inbox Management
  • Agency Management System Activities Management
  • Cleaning Your Desk
  • Notepad Best Practices
  • Time Blocking
  • Streamlining Documentation in the Management System
  • Remarketing Reduction
  • Increasing Quoting Efficiency
  • Seasonality/Time Off Management
  • How to Handle Mistakes

During our 6-month partnership, we will walk alongside you and your team to help your agency regain control of their time and become productive and proactive.

We have seen this program help agencies reduce stress and improve morale, because cleaner notes and more streamlined processes help foster teamwork. This enhances your customer experience by leaving very little to fall through the cracks and it frees up your agents to be proactive with clients to get in front of any potential remarketing issues. And let’s face it: If your agency can reduce remarketing and present itself as a proactive advocate for your clients, retention improves drastically.

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HOW WE BUILD A CULTURE OF PROACTIVITY

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TRAINING

  • Two Onsite Training Days
  • Designed Content
  • Interactive Session
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TRACKING

  • Bi-Weekly Metrics
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TOOLS

  • Tracking
  • Role Playing
  • Workbook
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COACHING

  • Bi-Weekly Coaching Calls
  • Workbook
  • Plan of Attack

LEARN MORE

Learn more about out AppX Retention Experience and how it has transformed agencies just like you. If you are concerned about team buy in, leave it to us. We are experts on rallying the troops and getting everyone on board.