Welcome, !

We’re glad you’re here.

There are two MasterMind events each week for your convenience; one on Tuesday at 10:00am (Mountain) and one on Thursday at 2:00pm (Mountain).  Each event is limited in the number of participants so each person has the time and space to participate as follows:

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

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.