Lesson Category: StaffingModule

Having Hard Conversations with Staff (Video)

Having hard conversations with staff will either galvanize a good team member, or accelerate their exit.  Both are important. You are unauthorized to view this page.  Please signup or login to continue. Username or E-mail Password Remember Me     Forgot Password

Why You Need An Employee Manual (Video)

An employee manual servers a number of purposes.  It sets expectations for your team, and provides a layer of protection for you.  You are unauthorized to view this page.  Please signup or login to continue.

How To Get The Most Out of Your Team (Video)

Your staff is your most important client.  Get to know them. Get to know their dreams, their wants, and their needs.  Then do your best to help them fulfill those. You are unauthorized to view this page.  Please signup or login to continue.

Setting Job Expectations (Video)

Getting off on the right foot with your new team members is crucial. Learn how to set expectations and hold your team accountable.  You are unauthorized to view this page.  Please signup or login to continue.

When and how to hire a staff member (Video)

Your agency needs a team to really grow.  This module teaches some important details on how to build your team including where to find staff members and how to hire them. You are unauthorized to view this page.  Please signup or login to continue.

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.