Lesson Tag: month5

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. Username or E-mail Password Remember Me     Forgot Password

How To Be Quietly Aggressive When Chasing Business (Video)

This one skill may very well be the difference between your success and your failure.  If done properly, it will aggressively accelerate your agency’s rate of growth.  You are unauthorized to view this page.  Please signup or login to continue.

Using LinkedIn to Brand Your Agency (Video)

LinkedIn is where the professionals hang out in the world of social media.  This module teaches how to utilize this platform to build your brand and show that you are a true insurance professional.  You are unauthorized to view this page.  Please signup or login to continue.

How To Do a Simple Video Series for Social Media (Video)

This module will teach you how to do simple 60-second videos to teach people about insurance and position yourself as the expert in your town.   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.