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Organizing Around Your Insurance Agency Goals

Posted on October 29, 2021 by Alex Arellano

View All 4 Minute Insurance Agent 2021 Videos For the Week

If you are an Insurance Agent 2021 stop and take a moment to watch these videos to help you become ridiculously amazing this year.

 

Plan & Execute Your Insurance Agency Success Roadmap: Accountability on Executing Your Goals

We’re kicking off another exciting week of three minute videos, and this today we’re talking all about insurance agency accountability charts, and how they can help transform your organization. 

“Task is not an outcome. And an accountability chart changes it from who do you report to, to not only who are you responsible for, but what is the outcome of your role.”

 

Insurance Agency Job Descriptions

In today’s three minute video, we’re walking you through a document that helps you do something absolutely critical: create your insurance agency job descriptions. This is a core component to planning and executing your agency’s roadmap to success, and it often gets neglected.

 

Insurance Agency Tracking

We’re up to our next review of topics that are in our brand-new course that helps you map your agency’s roadmap to success, and this is a subject we’re extremely passionate about. Insurance agency tracking is one of the most necessary things you can do for your business, and yet, so many agencies shy away from it. 

“The tracking component, to me, it takes all the fuzziness out for people. One, agencies get frustrated by bad data in their management system. Well, if we don’t show the team their numbers… we can never hope to get it to be better.”

 

Insurance Agency Communication

When we look at the top three challenges in insurance agencies, we see that there are always problems with insurance agency communication. A lot of the time the owner might have other roles and jobs which can make things tough, and there may not be a good format for communication in place. When there’s no routine for insurance agency communication, it can become a problem.

“When we really look at one of the top three challenges in every agency, it’s communication. And a lot of times the owner might have other roles and jobs and that’s tough, and we don’t have a format for communication. We don’t have a routine for communication, so that becomes a problem.”