AGENCY ASSESSMENT
what if...
We kick off the 2 year plan with a full physical of your agency where we assess your culture, management, marketing, efficiency, sales process and service strategy. The assessment takes about one month of preparation and then we partner with you to see out the plan. We use a variety of tools to assess where your agency stands next to your peers.
HOW IT WORKS
- Secret Shopper Calls
- Management System Usage Review
(AMS360, Hawksoft, Epic) - Agency Book of Business Review and charting
- Creation of department goals & incentive plans
- Anonymous team survey
- Onsite team member interviews
- Daylong management team planning day
- Plan launch meeting with the team
- Time Frame: 2-5 Months
Join our
ridiculously amazing
INSURANCE AGENCY PROGRAM
DESIGNED FOR AGENCIES WITH:
- A minimum of 12 US team members
- Focused specifically on personal lines & small commercial
- Perfect for agencies that generate inbound opportunity
- Requirement your agency is looking to grow
- Only Senior Performance Partners are assigned to Program clients
- Investment: $4,000 per month
- Entrance to the program is based on availability of open spots on senior consultants
AGENCY ASSESSMENT
Get started with a physical for your agency.
AGENCY EFFICIENCY
Start picking up time in your agency to convert into opportunity for retention and sales.
AGENCY RETENTION
Boost your retention by making a proactive renewal review call to every client annually.
AGENCY GROWTH
Install a sales process that drives conversion and gets your team to start working your agency’s database.
AGENCY EFFICIENCY
getting the team productive...
As we work through the plan that comes from the assessment, we will start gearing up for our Time Management Program. This program will help your team convert from busy to productive, move from transactions to outcomes and giving them more power over their day. In order to deliver a customer experience, your team needs to have the space and be empowered to enjoy each client. By giving them control and confidence to lead conversations rather than be order takers the team can lead the client experience.
HOW IT WORKS
GETTING READY
- Management system training on efficiency
- Tracking of tasks, emails, desk mess, remarketing closing ratios
- Leadership Guide
TRAINING
- 2 Onsite Training Days (spread out every 3 months)
- Workbook
- Team Graduation
- Time frame: 6 months
- Bi-Weekly team coaching & calls
- Pre-Meeting Video
- Live Training on Call
- Review of transparent metrics
- Incentive Plan
AGENCY RETENTION
reactive to proactive...
Now that your team has picked up some time and is in better control of their day, it’s time to get proactive and make an annual renewal review call to each client. We start with getting organized and aligning your management system to best serve the program. Then we create a call sheet that makes the pre-call prep, on call review and documentation uniform and standard. We launch the program and track your results, motivating and coaching the team along the way.
HOW IT WORKS
GETTING READY
- Management system alignment
- Decisions on program logistics
- Leadership Guide
TRAINING
- 2 Onsite Training Days (spread out every 3 months)
- Workbook
- Team Graduation
- Time frame: 6 months
- Bi-Weekly team coaching and calls
- Pre-Meeting Video
- Live Training on Call
- Review of transparent metrics
- Incentive Plan
AGENCY GROWTH
maximizing inbound opportunity...
Now that we are proactive and working our renewals for opportunity (or tending to our own garden) it’s time to point our attention to the new inbound quotes coming into the agency. We want to focus on tracking where every lead is, identifying the simple strategies that increase our closing ratio and shoot to cross sell at the point of sale. This is the sales training course for agents who take inbound leads or service and sell at the same time.
HOW IT WORKS
GETTING READY
- Management system training on efficiency
- Tracking of tasks, emails, desk mess, remarketing closing ratios
- Leadership Guide
TRAINING
- 2 Onsite Training Days (spread out every 3 months)
- Workbook
- Team Graduation
- Time frame: 6 months
- Bi-Weekly team coaching and calls
- Pre-Meeting Video
- Live Training on Call
- Review of transparent metrics
- Incentive Plan
ALSO INCLUDED
you get this immediately...
There are some extra benefits of being an Agency Performance Plan Member that include:
- Ridiculously Amazing Agent Swag Discounts
- Access to ALL courses in the Agency Performance Pack
- Access to ALL Agency Process Pack templates
- APP team will respond to any and all requests same day
- Direct access to your appointed consultant
- Extra bonuses along the way
LOOKING FOR MORE?
Process templates designed to drive your insurance agency’s customer experience.
Online training school designed to install retention, sales & time management strategies.
Virtual training sessions, coaching hours and secret shopper calls to drive performance.
20 Agencies are selected annually to go through a 2 year ridiculously amazing transformation.
looking for something else?
If we haven’t covered what your insurance agency is looking for here, reach out anyway! Let us know about your agency and we can see if we are a fit.
