Thursday – MasterMind Gathering

Date: 08-25-2022
Time: 02:00 PM (MDT)
Zoom Link
(click here)

Solve your current problems

Every week you will be able to bring one item to the group for us to help you. “How do I up my social media presence?” “I am having issues with my producer”.

Learn from other agents

You will be involved with helping other agents with their issues and be learning about problems you may not have yet. When those problems do arrive, you will have the tools to swiftly solve them


You will be sharing and tracking your goals with the group. There is real power In putting your goals in front of others and then reporting back about your progress.


Join Zoom Meeting

Meeting ID: 359 408 7863
Passcode: 3LbxNa

One tap mobile
+13462487799,,3594087863#,,,,*740721# US (Houston)
+16699009128,,3594087863#,,,,*740721# US (San Jose)

Upcoming MasterMind Events

Delegation Task Ideas (List)

Here's a list of tasks to consider delegating to your team:

  1. Bank deposits
  2. Checking voice mail
  3. Checking staff email
  4. Loading up new emails into automated email campaigns (new business or new claims)
  5. Sending out binders as needed
  6. Following up on office texts
  7. Converting policies
  8. Taking payments
  9. Assisting clients with filing claims
  10. Calling service centers to find out information for you
  11. Canceling policies 
  12. Canceling policies from other agencies and confirming receipt of cancellation
  13. Quoting business for you to sell
  14. Documenting all conversations inside your customer management system
  15. Offering reviews to all clients who call in and scheduling for you
  16. Assisting you with any cross-sell marketing campaigns you are running.  Example- sending out email (or mail) in regards to umbrella or life policies.