New Insurance Case Study: Preferred Insurance Center Fresh Start for Epic Results
Preferred Insurance Center had been focusing on growth and it was working. In fact when we first met them, they made the comment that they had too many leads. Can you image? Too many! After 3 years of being devoted to changing from a service to a sales structure, some growing pains started to emerge. Preferred Insurance Center, located in Coldwater, Ohio is a pretty typical, primarily personal lines agency on the surface. Run by Dan Muhlenkamp and Roger Ridler, this 102 year old agency is special. As you read this case study notice the pink flamingos, they are the agency’s mascot!
From time to time Agency Performance Partners talks about the difference between a good problem and a bad problem. Good problems are having too many quotes so the team is overburdened, where a bad problem is the phone not ringing at all. When Preferred Insurance Center made the commitment to the Agency Performance Assessment we were impressed to find only the good kind of problems within the agency. The first primary challenge we found was a fair amount of burn out from the team, morale was getting to the danger zone.
After clearly identifying the agency’s main challenges, we took our first step:
1. Brought the entire agency together to clearly communicate and get everyone on the same page
2. Focused on changing the mental attitude, from “The owners are responsible to make me happy at work” to “I’m making my own happy!”
3. Created a new title, Director of Positivity. This person was in charge of intervening if morale started waning
Check out this case study to learn the other steps we took as well as the results. If you can identify with this agency call us today! Don’t wait, we can help you tackle your good problems too!
“We had been operating in a whirlwind of change for a few years. When things happen that fast, you are bound to make some mistakes and create some problems. Frustrations and burnout set in and I didn’t even notice. Agency Performance Partners helped identify those problems and quickly made plans to resolve the issues. I probably wouldn’t have even seen the problems until they got much worse.”
-Dan Muhlenkamp, Owner Preferred Insurance Center
