Are you looking into getting your insurance agency team current?
Imagine this you come into your insurance agency and everyone is smiling and happy. On Friday at 5pm there are no overdue activities, the team’s email is clean and clear and everyone goes home happy! Do you believe that is possible? Well it is! At APP we have gotten many insurance agencies in a zero backlog workflow. Let’s start by identifying common insurance agency backlog challenges:
- High Volume of Work: staff shortage, inefficient processes, too many payments
- Technical Issues -Management System User Errors
- External Factors
Once you get routed in the fact that your team needs to be ahead not behind you start seeing and feeling some of these side effects. Delayed processing of claims, increased workload, higher operational costs, customer dissatisfaction, compliance issues and depleted team morale.
- 00:00:00 Grouping Items
- 00:00:03 Prioritizing Workload
- 00:00:07 Importance Meter
- 00:00:11 Vision and Values
- 00:00:20 ATP Friends and Family
- 00:00:25 Podcast with Bobby
- 00:00:47 Abolish Insurance Agency Backlog
- 00:01:53 External Factors
- 00:04:55 Side Effects of Backlog
- 00:06:46 How to Abolish Backlog
- 00:06:57 Automating Processes
- 00:08:19 Do we need to be working on our new business before we’re working on a rewrite?
- 00:08:39 Improved Communication
- 00:10:13 Outsourcing Services
- 00:10:51 Increasing Staffing
- 00:12:44 Train Your Staff
- 00:15:05 Lead by Example
Abolish Insurance Agency Backlog is a podcast by APP discussing how to reduce the amount of overdue tasks in an insurance agency. This can be caused by high workload, inefficient processes, technical issues, external factors, and pas taking too long. The side effects are delays, customer dissatisfaction, increased workload, higher operational costs, and compliance issues. To reduce this backlog, agencies should prioritize their workload, improve communication, outsource services, increase staffing, train staff, highlight benefits, and lead by example.
Resources from APP On Getting Your Insurance Team Current:
Read our Blog On How to Abolish Insurance Agency Backlog
Get our FREE Guide on How To Get A Client on EFT Or Pay In Full
Get 20% off our Agency Job Description Templates to make sure your team is focus on the right clients [USE CODE TIME]
Learn How APP Can Help Your Agency Manage Time!
- Agency Assessment (Lets organize and optimize your book)
- Agency Efficiency (Move Your Team From Busy to Productive)
- 2 Year Program (Install Key Agency Growth Processes)
We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that’ll grow your agency with hugs & high fives along the way….just like a BFF.
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