4 Reasons Your Agency Management System Reports Are Wrong – Understand the Report
Insurance agency reports are one thing about this industry we’d all like to not deal with, but that doesn’t mean we can just put the whole concept away, never to be broached again. Instead, it means we have to work through some hurdles and emotions before making any real progress.
“The move is NOT to get fired up and throw this whole operation away just to have to start over in a month or so.”
For example, when you open it up and look at it, it seems very, very bad, don’t let your soul leave your body just yet. Take a deep breath and cool down. Your worth is not at stake because some numbers are scary. The date range could be off.
Is it just that easy, though? No. Insurance reporting loves to complicate our lives, so we have to put our critical thinking cap on.
Check the dates. Then, move to the videos.
There are resources out there that can act as a guide for you, getting you closer and closer to your destination.
The move is NOT to get fired up and throw this whole operation away just to have to start over in a month or so. You really do need to calm down and then get this down.
Another resource you have is the User Group. Another agency has had the same problem as you, and they probably posted about it. If not, you can. That’s what the groups are for, and you should get in the habit of using it.
Look at the bigger picture. These figures, if scary, will do wonders for your business, and if you have a goal you want to hit, you need to know exactly where you stand. That’s why you need to get hold of your feelings and dive into these insurance agency reports.
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