Agency processes are centered around creating an insurance client experience. By following a defined process on the top 10 activities your team does daily, you can work efficiently, effectively and wow your customers every single day.
Your team wants (and needs) structure and guidance. Most service team members want to be told what to do. When there are no processes and procedures in place, the team does what they believe is accurate. This leads to easily dropping the ball, mismanaging expectations, missing opportunities as well as inaccurate reporting.
It seems that in every agency, there is some frustration around answering and transferring the phones. We outline a clear process for how to create a great first impression for your client.
Payments are something that agencies need to see as an opportunity. The more clients we can convert to pay-in-full or EFT, the more time we have to be proactive with our clients.
How frustrating is it to open a client file and find either NO notes or VERY limited documentation? It happens too often. Having a clear file documentation process will help your team provide WOW service to your clients.
Changes can either be BORING transactions or incredible opportunities. When something changes in the client’s life or operations, we should dive deeper and ensure their insurance is updated for their current lifestyle.
You may send certificates, ID cards, and EOIs all the time. However, we find there is a multitude of missed opportunities. Having a great process can not only save time but drive opportunities for reviews, referrals, and account rounds.
It’s a bit of a gut punch when a client wants to cancel. Some of the reasons are legitimate and reasonable, and some are a result of complacency on the agency’s part. Let’s turn it around and create opportunities to save accounts or win them back next year.
Many agencies have a quoting process but not a new business process. A new business process creates an experience for your prospect that makes you stick out from the crowd. Create a sales process based on value.
Often times renewals sneak up on agencies, and we end up putting out fires rather than being proactive. How your agency handles renewals will likely be based on price rather than value. Let’s flip that around! Being proactive is the key to high retention.
Being an Independent Agent is awesome – you have many markets, which means the client has choices. However, sometimes we spend too much time remarketing and miss the opportunity to review, educate, and prepare the client about the downfalls of moving companies.
Claims are the only time when your client uses your product. It’s usually met with stress and inconvenience that you’ll end up managing. During a claim we need to provide WOW proactive service to make the client feel comfortable and educated throughout the process.
This course comes with a section just for leaders. We provide you with our best practices in customizing, rolling out, tracking, and getting adoption for these 10 processes. We know every agency wants a process and for their team to understand the value and how they can engage. Let’s get them as excited as you are for this.
You get more than just a dry, bland written process. You get a process kit that will allow you to customize the process for your agency, train your team and drive adoption. Each process is designed to be tailored just to your agency.
Our Agency School includes everything you need to launch ALL APP programs with your team. Use our materials, content, and videos to provide your team with the tools they need to hit the agency’s potential. New trainings are added every quarter, and you can cancel anytime.
Current Courses Include: Agency Retention, Agency Efficiency, Agency Sales, Commercial Sales, How to Hire, How to Cross-Sell, Reducing Remarketing, Plan & Execute Building Your Agency Roadmap.
Own our 10 Ridiculously Amazing Agency Process Course forever. You get this course and all of its assets as a one-time fee. Use it for life and get your processes on track! You can always get our other trainings via our school or store any time!
