Do you want the magic bullet to scale your agency? It's having the right people doing the right things in your agency. This module will help you get there faster.
The Time-tested, Proven Method of Breaking Through to Success & Personal Freedom as an Insurance Agent!
Get all our training modules PLUS plenty of bonus material in this easy-paced, feature-packed course.
The Time-tested, Proven Method of Breaking Through to Success & Personal Freedom as an Insurance Agent!
Get all our training modules PLUS plenty of bonus material in this easy-paced, feature-packed course.
As an agency owner, do you want to increase your closing ratio? Do you want prospects to finally reply to your emails?
Do you want to sell more insurance? Of course you do!
A look into the life of the owner of an insurance agency.
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Delegation Task Ideas (List)
Here's a list of tasks to consider delegating to your team:
Bank deposits
Checking voice mail
Checking staff email
Loading up new emails into automated email campaigns (new business or new claims)
Sending out binders as needed
Following up on office texts
Converting policies
Taking payments
Assisting clients with filing claims
Calling service centers to find out information for you
Canceling policies
Canceling policies from other agencies and confirming receipt of cancellation
Quoting business for you to sell
Documenting all conversations inside your customer management system
Offering reviews to all clients who call in and scheduling for you
Assisting you with any cross-sell marketing campaigns you are running. Example- sending out email (or mail) in regards to umbrella or life policies.
Sample email or questionnaire to give to your team (List)
"In an effort to keep you happy and hope you never, ever leave here, can you fill this out to help me out?
Things to help me get to know you and the best ways to say thank you (please list several for each topic):"
Coffee shop-
Restaurants-
Beverages-
Foods-
Exercise-
Indoor activities/hobbies-
Outdoor Activities-
Way to De-stress (ex: massages, movies, gym, etc)-