Check out our podcast on Being Efficient In a Hard Insurance Market

On a scale of 1-10 how good is your agency at being efficient in a hard Insurance Market? Too many insurance agencies are doing what they a few years ago and trying to apply it to the new hard market. This is causing burnout, frustration and immense backlog. With an insurance staffing already a challenge the last thing you want to do is push your team even more.

So what is an agency to do? You need a new and better plan! At APP we have outlined the following strategies that your agency can engage in:

⏰ Renewals Will Take Longer
⏰ Tiering Clients
⏰ Taking MORE Time With The RIGHT Clients
⏰ Donating The WRONG Clients To Your Competition
⏰ Delegating & Working In Your Role
⏰ Payments & Portals
⏰ Spend Your Time Preparing Not Repairing

Many insurance agencies run like a deli counter. Now serving the next in line! That works great when things are good – but not when time are difficult! In this market we need to operate our desks like an ER Nurse. Nurses triage clients and make sure they are focused on the next best use of their time. In this market it is very easy to get tripped up and not focus your time on the client that needs our attention. The clients who we rarely hear from need our attention the most to boost trust in confidence in us as their agent.

This is the 2nd of six Hard Market Hero sessions for your agency!
Get a preview of our 3rd Session on Building Team Confidence.