StaffingModule

Are You Recording Your Phone Calls?

Matt shares a training tactic he learned at Enterprise Rent-A-Car: recording phone calls and reviewing them in group sessions to create positive peer pressure and improve performance. He suggests agencies with VoIP systems record calls and regularly critique them, especially cold calls, to confirm producers follow scripts, learn how to handle objections, and practice taking […]

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The Numbers Tell a Story

Matt explains that agency owners can motivate and build trust with producers and staff by sharing agency-wide numbers and goals, not just individual targets. He recommends running monthly policy or premium reports by line of business, comparing year-to-date results to prior years, and reviewing them regularly to show who is on pace and where the

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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.