Lesson Tag: month4

Working NOC’s in your office (Video)

Paperwork is a necessary evil in our business.  This module helps you understand that putting a little more work on the front end, will save you hours of work later on.  You are unauthorized to view this page.  Please signup or login to continue. Username or E-mail Password Remember Me     Forgot Password

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.