Howdy folks. Here we are with another Spring Efficiency tip for our fans, followers and insurance junkies whose leader made them read this tip. Last week you learned all about quoting on the phone. Maybe you embraced it, maybe you thought we are nuts and there is no way or maybe you are gearing up to try it. Either way, just do it. There is literally nothing to lose. This week we are going to chat about templates. Now this is a process we are under taking at both Agency Performance Partners and Agency Appeal. It requires a great deal of slow down to speed up but makes the world a better place.
How many times have you had to type a letter or email multiple times? Is everyone in the office using the same no contact letter or is everyone using a different process? Either way it’s inefficient and drives a high likelihood for error. It’s time to go through all communications and build templates. Now you may be thinking “But I need to add all sorts of personality, text, attachments and pizzazz.” You still can with a template, it’s just that 80% of it is completed for you. So how do you get started?
- You need to build a list off all common communication
- It needs to be 1 person – preferably with the best grammar and spelling skills on the planet – to create them
- They need to be added to your management system
- They then MUST be used
The key is using these templates. Going rogue only causes frustration, typos and stress. So take the templates and maximize them. Let’s start a movement of templates – type in the comments your favorite agency template! Here are a few of ours:
- Bad contact info
- Lost Business Follow Up
- Unsold Quote Follow Up
- Endorsement Confirmation
- Billing Confirmation
- Renewal Policy Delivery
Keep posted for our next efficiency blog:
- Quoting on the phone (Crazy, right? Can’t be done… Wrong!)
- Templates for emails and letters in your system (Down to ever single communication, saving seconds matters)
- Being efficient and effective in client communication (Building a great client experience efficiently)
- Banning the notepad from the office (Why are you jotting notes to type them in later?)
- Limiting the time suck of remarketing (How to use remarketing tastefully)
