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HOW TO BUILD A $10 MILLION REVENUE INSURANCE AGENCY – USING AN ASSEMBLY LINE APPROACH

July 15, 2021 Recorded Biweekly Mini-Workshop Session located on Biweekly Mini-Workshop Page, Module 1, and the Assembly Line Stations Page





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  • Thu, July 08, 2021 12:05 PM | Billy R. Williams, PhD. (Administrator)

    Dr. Billy R. Williams interviews Reid Holzworth the new CEO of IVANS

    https://inspireanationbusinessmentoring.libsyn.com/dr-billy-williams-interviews-reid-holzworth-ceo-ivans




    Ask any independent agent if they have heard of IVANS, and they will undoubtedly say yes.


    In fact, most will tell you they have an IVANS account.


    But, if you ask them how IVANS operates?


    Where is the IVANS connectivity with carriers, agency management systems, and agencies headed in the next 12 months?


    And, how can an agent maximize the growth of their book of business by leveraging IVANS data? You will often get a blank stare.


    This interview between the two insurance industry powerhouses takes a deep dive into how IVANS is opening the customer data pipeline that many agents have craved for years.


    Whether you are a carrier, agency management system provider, or function within an insurance agency, you will benefit from this interview.


  • Wed, June 23, 2021 7:34 AM | Billy R. Williams, PhD. (Administrator)


    If you are not signed up for the 3 - Part Mini-Workshop Series on the Best Lead Generation Campaigns for an Insurance Agency, look at a snippet of what you have missed so far:

    Session One, Thursday June 3, 2021:

    The Best Marketing Campaigns for an Insurance Agency


    Session Two, Thursday, June 17, 2021:

    The Best Lead Management Practices for an Insurance Agency


    Session Three, Thursday July 1, 2021:  A Recap of Sessions One and two and "Onboarding New Insurance Customers - Best Practices"



    REGISTER for the live workshop at https://attendee.gotowebinar.com/register/8073465808417065483



    Active Mentoring Subscribers: All training is recorded and available to active members only inside the Inspire a Nation Business Mentoring Video and Document Library.



    REGISTER for the live workshop at https://attendee.gotowebinar.com/register/8073465808417065483


  • Wed, February 03, 2021 7:39 AM | Billy R. Williams, PhD. (Administrator)

    Listen to the audio!



    Lack of calendar blocking tasks is a major weakness in most insurance agencies. This master class will teach you how to eliminate that weakness.

    This master class will teach you:

    How to determine the agency's most important KPI's and Tasks

    Decide the who, what, when, and how to manage calendar blocking in an insurance agency

    Review the actions that must be taken by staff when staff or team member does not stick to their calendar blocked schedule and tasks.

    The Fix My Insurance Agency Podcast is listed as one of the top 15 insurance-focused podcasts in the world by Feedspot; https://blog.feedspot.com/insurance_podcasts/


  • Thu, January 14, 2021 8:10 AM | Billy R. Williams, PhD. (Administrator)

    Member Only: Biweekly Group Mini-Workshops and Q and A Sessions (Getting Back to the Basics)

    When: 1st and 3rd Thursday of each month 1:00 PM, CST


    Where: Open Event to See Specific Topics


    EVENT DETAILS:

    Member Only: Biweekly Group Mini-Workshops and Q and A Sessions. The 1st and 3rd Thursday of each month


    Active Inspire a Nation Members - The registration information will be available starting the Thursday before the session.
      


    1. Click on the Blue Mini-Workshop Registration Button (Note: The button will NOT be active until the Thursday before the Mini-Workshop)


    2. The Mini-Workshop Button (When Active) will open a Go to Meeting Webinar Link that will require First Name, Last Name, Email Address and Agency Name


    3. Go to Meeting will require each attendee to individually register (One person can not register multiple people)


    January and February 2021 sessions are about establishing the foundation of operating an insurance agency!


    Thursday, Jan 7, 2021 – Establishing Agency-Wide Minimum Coverage Recommendation Standards

     

    Thursday, Jan 21, 2021 - Calendar Blocking The 14 Core Weekly Processes


    Thursday, Feb 4, 2021: Core Agency Technology and Automation Every Insurance Agency Should Have in Place


    Thursday, Feb 18, 2021: Marketing your agency - The First 8 Marketing Campaigns That Should Be Operating In an Agency


    For active Inspire a Nation Members:


    Billy and his team will be traveling to promote his new book, speaking at different insurance and small business events in and out of the country, and updating the mentoring lessons in the video library for much of 2021. Billy will only be available for a limited amount of one-on-one sessions.


    To fill the void, Billy will provide, Biweekly Group Mini-Workshops and Q and A sessions.


    Some of the mini-workshops will be recorded video and audio, some of them will be live webinars and conference calls, and some of them will be Q and A based sessions.


    The sessions will be on the 1st and 3rd Thursday of the month at 1:00 PM Central (2 PM Eastern, 12: PM Mountain, 11 AM Pacific).


    The live sessions will be recorded and available in the Video and Document Library for all active members that can't make the live session.


    The sessions are taught by Dr. Billy R. Williams, President - Williams Family Investment Group and Inspire a Nation Business Mentoring.


    Best regards,
    Inspire a Nation Business Mentoring


  • Wed, December 16, 2020 9:57 AM | Billy R. Williams, PhD. (Administrator)

    The Electronic Signature Declined Coverage Form 

    An insurance agency's most important sales and retention tool for current customers.
     
    By Billy R. Williams - President Williams Family Investment Group and Inspire a Nation Business Mentoring Svc.



    www.inspireanation.org 


    As an investor in numerous agencies and as a mentor to 100's more, I am often asked: "If there was only one marketing tool you could use in your agency, what would it be?"
     
     
    Without hesitation, my answer is always the same; an E-Signature based Declined Coverage Form.
     
     
    In 16+ years of working in the insurance industry as a captive agent, an independent agent, a mentor to 1000s of agencies, and an investor in over 150 agencies, I have never seen one document that served as many purposes or drove as many results as a finely crafted Declined Coverage Form.
     
     
    To be completely transparent, even a poorly crafted Declined Coverage Form will yield some surprisingly good insurance agency results.
     
     
    The evolution of the Inspire a Nation Business Mentoring Declined Coverage Form
     
     
    1. In 2004, when I opened my Allstate Insurance Agency, I started using a Permission to Contact/Optional Coverage Form (Here is a link to the P2C form that is still in use by many of the Inspire a Nation Business Mentoring member agencies - http://bit.ly/IANoptionalcoverageform)
     
     
    2. While 10 - 15% of customers would complete the form, that still left up to 90% that didn't. Of course, before everything went mobile, I was sending a DocuSign link by email that people would open on their desktop computer.
     
     
    3. In 2008, I sold my Allstate agency and partnered with a small independent agency. That agency used various declined coverage forms for products such as Flood, Jewelry Coverage, Inland Marine, Loss of Income, etc.
     
     
    4. We were mainly using it to cover our butts from an E&O complaint. (E&O is still the main reason most agencies use a Declined Coverage Form.)
     
     
    5. What I noticed right away (and started to track) was how many customers would call back and want to discuss the coverages after they received a Declined Coverage Form DocuSign from the agency. It didn't take long for me to see that the form wasn't just covering our butts, but generating revenue for the agency.
     
     
    6. In 2010, I created the Declined Coverage Form that the Williams Family Investment Group partner agencies use today. Reducing it to one page and allowing the sales team, account managers, and retention team to list multiple items on one form made it more efficient for the agency and more comfortable for the customer to understand.
     
     
    7. Active Inspire a Nation Members: Here is our current Declined Coverage Form: http://bit.ly/IANdeclinedcoverageform (Active members MUST log in to see the form)
     
     
    We see the best response when we send the form:
    • As soon as we sign up a new customer
    • When we spot a policy weakness on an endorsement request
    • When we conduct a Customer Policy Review
    • When working a reported claim follow up call
    • When conducting a Birthday Insurance Review
     
     
    In summary, the Declined Coverage Form is a multi-faceted document that should be used to not only cover the agency's butt but to drive new premium, drive cross-sells and up-sells, increase retention, and show the agency's expertise as an insurance advisor.
     
     
    Do you want to connect with Dr. Williams?

    Click on the link below to add Dr. Williams' Electronic Business Card (.vcf) to your mobile device or computer address book
    https://www.bit.ly/bw_e_bizcard
     
     
    "People with a Wealth Mentality find the simple inside of complicated things; People with a Poor Person's Mentality make simple things unnecessarily complicated."
    Billy R. Williams Ph.D.


  • Tue, August 11, 2020 6:56 AM | Billy R. Williams, PhD. (Administrator)

    Which Insurance Coaching and Mentoring Program is right for me?


    This is a question that I get asked daily.


    Insurance Agents are bombarded with emails and social media posts from insurance coaches, gurus, and other insurance agents touting their lead generation services, CRM tools, Agency Management Systems, and other things that will help an agency improve its operations.


    Those options become even more confusing when an agent attends multiple conferences and workshops and is bombarded with all of the tools, services, and programs presented by the sponsors and vendors.


    To make it easier to understand and make a decision concerning insurance coaching and mentoring, and because it is education, I am going to compare choosing the right insurance mentoring program to an average student’s education journey.


    I will also give you the names of some of the coaches and programs that I personally recommend.


    All students have to go through elementary, middle, and high school (k – 12) classes to learn the necessary foundations that will be used for college and advanced education degrees and programs.


    Kindergarten – 12 Grade = Inspire a Nation Business Mentoring - https://www.inspireanation.org/


    In my opinion, the lessons, processes, and foundations that you learn in k – 12 will have the most lasting impact on your life. They are so crucial that to enroll in some college courses, you had to take specific high school courses, or you have to take a remedial 100 level college class to prepare for the course.


    Inspire a Nation Business Mentoring is the K – 12 of the insurance industry mentoring world. Inspire a Nation teaches the 20 Core areas of running an insurance agency that is the foundation of building a $10 Million Revenue Insurance Agency (Independent) or a $10 Million Premium Agency (Captive).


    K – 12 teaches everything from vowels and sentence structure to advanced calculus, the Inspire a Nation mentoring program teaches every aspect of running a successful insurance agency including how to interview, hire, and pay staff, marketing and lead management, technology use, and core agency processes such endorsements, claims, rate increases, and retention.


    Just like a k -12 program, The Inspire a Nation Mentoring Program has something for all categories of learners and implementers. Some agents require a lot more hand-holding and one-on-one tutoring, some agents will blow off the classes and have to repeat specific topics and lessons, some agents will get through as an average student, and some agents will use the program as a stepping stone to more advanced business operations.


    Once you get past high school, college opens up an entirely new level of educational and networking opportunities. Insurance mentoring has the same opportunities just on a professional level. You can get specialized classes, unique learning opportunities, and amazing groups and networks to join.


    Specialty and Advanced Programs


    Some people will take their K – 12 education and go on to become very successful. In contrast, some people feel they need more training or more specialized instruction to reach their full potential.


    The insurance industry has programs that cater to every specialty, product, and curriculum imaginable.


    Want to know how to use LinkedIn to generate business? Check out Walt Goshert https://waltgoshert.com/


    Want to know how to write more commercial insurance? Check out David Carothers https://killingcommercial.com/or Mick Hunt https://www.linkedin.com/in/mystrategybox/


    Want training on a specific process such as policy reviews or staff tracking? Check out Kelly Donahue-Piro https://www.agencyperformancepartners.com/about/team/


    Need to affiliate with a group of Forward-Thinkers? Check out Jason Cass https://www.insuranceagencyintelligence.com/join-mastermind/or Ryan Hanley https://ryanhanley.com/


    Need amazing tools and technology to help you grow your agency? Check out the following vendors and categories:


    Agency Mobile App: Insurance Agent App: https://insuranceagentapp.com/


    Agency Management System: Hawksoft Agency Management Software: https://www.hawksoft.com/


    Electronic Payment Tool: ePayPolicy: https://epaypolicy.com/


    Lead Management/CRM Tools: AgencyZoom: https://www.agencyzoom.com/ and InsuredMine: https://www.insuredmine.com/


    Digital Form Management and Commercial Insurance Renewals: Indio Digital Forms - https://useindio.com/


    Insurance Specific Virtual Assistants: AGENCY V.A. - Virtual Assistants - https://www.agencyva.com/


    Insurance Specific Phone Systems: Lightspeed Voice: https://www.lightspeedvoice.com/


    The categories and lists could go on and on, but I think you get the point.


    So, which mentoring program is right for your agency? The one that you need based on where you are in your insurance career journey.


    Do you need to go back and retake some of the K – 12 classes to move your agency forward?


    Are you ready for specialized training and mentoring?


    Do you need to join some groups and networks to keep you motivated and exposed to new advances in the insurance industry?


    If you need to assess where you are in running your agency, complete these two items:



    Hopefully, I’ve given you enough information and options for insurance coaching and mentoring that you can now go out and choose the best program for you and your agency!


    Billy R. Williams, Ph.D., President: Inspire a Nation Business Mcentoring

    www.inspireanation.org


  • Sun, July 05, 2020 9:47 AM | Billy R. Williams, PhD. (Administrator)


    10 Things Arrogant People Refuse To Do


    Ego is what you do; Arrogance is what you refuse to do; 


    Both Ego and Arrogance are primarily built on your insecurities;


    Ego makes you work to overcome your insecurities, Arrogance makes you work to hide and deny your insecurities;


    Ego makes you attack yourself when you feel like you could do better;


    Arrogance makes you attack others that you feel are doing better than you;


    There is Good Arrogance and Bad Arrogance. This blog post will look at bad Arrogance and 10 Things the people that practice bad Arrogance refuse to do.


    My dad used to say, "Arrogant people have a teaspoon of self-discipline, a tablespoon of success, and an ocean full of emotions, assumptions, and opinions." 


    He used to also say, "An arrogant person's pockets are never empty because they are always filled with pride!" 


    Ego makes you work your butt off to get straight A's in high school, Arrogance makes you cut so many classes you almost fail high school; 


    Ego makes you read a book every week or two so you can learn new things, Arrogance makes you avoid or blow off any opportunity to learn something new; 


    Ego makes you want to learn your job or career better than all of your peers, Arrogance makes you just learn enough to keep from getting fired; 


    Ego makes you work to increase your vocabulary, and the amount of words you understand and use, Arrogance makes you only talk about the few things you do know with people that only know as much or less than you do; 


    Arrogance also makes you fill in the vocabulary gap with curse words and insults since you don't know anything else to say;


    A good healthy Ego is based on experience, successes, and common sense, which all lead to real confidence;


    A bad, unhealthy Arrogance is based on emotions, insecurities, and too much pride; 


    I could go on and on about ego and Arrogance, so let's look at 10 things Arrogant people do.


     1. Arrogant people refuse to: Admit their faults and weaknesses. It is always someone else's fault why things happened the way they did; 


    2. Arrogant people refuse to: Stop letting emotion guide their decisions. Most of their discussions or debates start with "I thought, I figured, I just guessed, and I assumed;" 


    3. Arrogant people refuse to: Put in the work to educate themselves on the things that can make a difference in their life by reading a book, asking questions, or taking a class; They skim over information, half-listen to conversations and information, but spew misinformation with a ton of fake confidence; 


    4. Arrogant people refuse to: Sacrifice for their long-term goals. Because they tend to have so few real accomplishments in life, they put a lot of value in at least getting what they want in the short-term, even if it hurts them in the long-term; 


    5. Arrogant people refuse to: Manage their time to get the most accomplished. Having fun, relaxing, and complaining take priority over everything else when it comes to their time; 


    6. Arrogant people refuse to: Stop pointing out other people's flaws and weaknesses. Downing and belittling others makes them feel like they are at least better than somebody;


    7. Arrogant people refuse to: Stop arguing with people with much more experience, knowledge, education, and wisdom on the topic they are discussing. They tend to feel the louder they get, the more convincing they are. They never become one of the best at what they do because they are so busy fighting to justify being average, that above average is never an option; 


    8. Arrogant people refuse to: Stop trying to be in charge of things and areas that they don't have the experience, knowledge, education, emotional strength, or mentality to be in charge of. Arrogance makes you believe you no more than you really do; 


    9. Arrogant people refuse to: Stop defending their bad choices and decisions. They think that if they don't admit that they made a bad choice or decision, it didn't really happen. 


    10. Arrogant people refuse to: Admit their life could be better if they were more disciplined, sacrificed more to reach their goals, managed their time better, followed the suggestions and guidance of people that have already accomplished what the arrogant person talks about doing, and let their actions be guided by what will help them the most instead of their emotions. 


    Arrogance is a habit, and like all habits (Good or bad), if you want to change it, you have to, first of all, want to change it, and secondly, consistently put in the effort to change it. 


    We all need some good arrogance in our lives, such as the refusal to mistreat other people, take hard drugs, drive drunk, or steal. 


    It's the bad Arrogance I am talking about. 


    Bad Arrogance will never completely go away, but with desire, effort, putting a support team around you for accountability, and some discipline, Arrogance doesn't have to be why your life never gets better. 


    Readers, watchers, and listeners join in the conversation by adding to the list of what arrogant people do. 


    Leave your thoughts and comments below the video, post, article, or podcast. 


    Check out more of our blog post at www.inspireanation.org.

     



  • Mon, May 25, 2020 11:57 PM | Billy R. Williams, PhD. (Administrator)

    This is a recording of the original webinar that was attended by 100's of agents and received amazing feedback.




    Please register for OBLITERATING INSURANCE SALES OBJECTIONS


    THIS IS ON-DEMAND WEB TRAINING




    https://attendee.gotowebinar.com/rt/299951577262671118


    With the industry-wide prediction that more current insurance customers will shop their insurance than ever before, it is imperative that your entire team understand how to obliterate insurance sales objections


    Billy R. Williams Ph.D., president of Inspire a Nation Business Mentoring and the senior instructor of the "Fix My Insurance Agency - 10 Million Insurance Revenue Workshop" will teach attendees how to overcome the top 6 sales objections commonly heard in an insurance agency


    1. The price is too high


    2. I will have to think about it


    3. I need to talk to my spouse/partner


    4. I have it at work


    5. I want to look around some more


    6. Now is not a good time to talk about it

    You can ignore or skip this free sales objection training, but why would you?


    "If a person can walk down the street and get the same conversation, products, knowledge, wisdom, and experience that you bring to the table . . . at a lower price, they would be a fool not to do it!" - Billy R. Williams, Ph.D.


  • Mon, March 23, 2020 5:12 PM | Billy R. Williams, PhD. (Administrator)

    Here is what an insurance agency needs to do during this Coronavirus slowdown:


    • 1.      Make a team training and process spot-check calendar for the agency: This is especially important if you have remote staff!


    • 2.      Walk through the customer journey from a Lead to new customer, to policy change, to claims, to renewal process, to policy review;


    • 3.      Identify which tasks can be done from home by a remote worker;


    • 4.      Identify which tech and automation can and should be used such as: ActivTrak to monitor staff computers, Slack or Teams for instant communication, Zoom for Quote and Service videos, EZTexting to make your landline text capable;


    • 5.      Identify how you plan on communicating with your prospects and customers: phone, texting, email, video, conference calls, etc.,


    • 6.      Train and role play one process per day with your team by conference call or zoom video,


    • 7.      Set up some type of instant messaging tool like slack, teams, ring central, etc., to communicate with your team;


    • 8.      Communicating and training with your team on a daily basis for a few minutes will keep them from feeling isolated, keep them engaged, provide help with understanding how to continue doing their job in an effective manner, and keep them accountable to the team;


    • 9.      Prospect, prospect, prospect! Pick up the phone and call customers and point out policy weaknesses, email former customers and old leads, contact potential business referral partners, purchase an x-date mailing list, write website articles and blogs, etc.

    "Everyone is unsure of what is going to happen and how long this pandemic will last, so sales numbers will probably drop, but now is NOT the time to stop prospecting, Things will bounce back and when they do, your consistency will pay off. Remember this Billyism “Consistency always looks like success from the outside view!”


    • 10.    (Shameless plug) Download the 27 page work-from-home handbook I am giving away as part of my Freemium membership www.inspireanation.org



  • Thu, November 14, 2019 2:10 PM | Billy R. Williams, PhD. (Administrator)

     

    8 reasons that average and below-average agents and agencies are so far behind above-average agents and agencies

     

    As an investor and mentor in many agencies, I get to see the distinct differences in above average agents/agencies and average and below average agent/agencies

     

    Here are8 reasons that average, and below average agency leaders are so far behind above average agents and agencies


    1.      They don’t make the time to spot-check or hold people accountable;

    My Thoughts: Most of their busyness comes from trying to clean up mistakes and problems that happened because they didn’t take the time to implement consistent processes, workflows, and spot-checks. The lack of a dedicated time to perform implementation, spot-checks, and retraining is a consistent weakness I see in average and below average agencies and agency leaders.

     

    2.      The agency does not have clearly defined processes and workflows;

    My Thoughts: “If you don’t make the time to create wealth all of your time will be spent fighting off poverty!” They never planned on being successful. Success is usually a clearly defined repeatable set of activities that turn into habits. A person can create failure habits just as they can create success habits. In a struggling or low performing agency everybody does things their own way, not a well thought out and established agency way.

     

    3.      The agency leadership doesn’t know how to pull the correct reports in the agency management system that will allow them to spot-check processes;

    My Thoughts: This goes back to not having established agency processes and workflows. You don’t need every bell and whistle in your agency management system, but you do need to know how to implement and track the agency processes that are important. Consistently spot-checking the team will force you to learn what reports you need and how to pull those reports.

     

    4.      Everyone in the agency uses a different tool to perform standard tasks such as email, notes, and text messaging.

    My Thoughts: You can’t spot-check a herd of cats! A herd of cats is what an agency looks and feels like when everyone is doing things the way they want to do them versus following a well-established agency process.

     

    5.       No consistent processes for labeling and categorizing tasks and notes in the agency management system.

    My Thoughts: Pulling proper reports is only part of the equation. If the tasks and notes are not uniformly categorized and/or labeled by every staff member, the reports will be pretty much useless or at least very difficult to identify, sort, and filter. Usually, the more complicated a task is to complete, the more likely an average and below average agent is to blow off the task.

     

    6.      No dedicated time to retrain staff once a problem has been identified

    My Thoughts: Average and below average agents are not making the time to initially train staff, spot-check staff, or retrain staff when it becomes necessary, so the agent and the staff members start to feel like they are running in quicksand which is the more they struggle to get the agency back on track, the more it feels like they are failing.

     

    7.      Staff has no repercussion for not following the agency processes

    My Thoughts: Average and below average agents will go to a conference or meeting and come back to the agency with a bunch of new tasks, tools, and technology they want the staff to start doing and using, but because there isn’t consistent training, spot-checking, retraining, and accountability, the agents wishes will die on-the-vine and staff

     

    8.      Weak marketing and prospecting processes

    My thoughts: Did you know the insurance industry has an average Cold Lead Attempts to Confirmed Prospect Ratio of 3%? This means for every 100 cold calls you make, letters you mail, or people that interact with your social networking ad (such as clicking a link), you will have roughly three people that are interested in your products and services.

    Of course, a direct referral closes at about 30%

    (An agency’s quote-to-close ratio is dependent on the quality of the lead, the skill of the salesperson, the carrier rates, etc., so I will save that for another post.)

    Sticking with the 3% number, most average and below average agencies don’t consistently market or prospect, and they don’t consistently ask for referrals and testimonials.

    Is there any wonder why their sales numbers are in the toilet!

     

    So, what are the solutions to the problems listed above?

     

    1.      They don’t make the time to spot-check or hold people accountable

    Solution: Select ONE process you want to implement in the agency and dedicate one hour per day to creating a workflow for the process (If you are an Inspire a Nation member, simply look up the process in the video library and use the workflow and checklist we provide to you.)

    After you have the workflow created implement one task of the workflow at a time with your team until all of the tasks, automation, and tools that are part of the workflow are in place.

    After the process has been trained twice, use the hour that you set aside to create the workflow, to not spot-check the process and the team members that are assigned the process.

     

    2.      The agency does not have clearly defined processes and workflows;

    Solution: Same as solution 1

     

    3.      The agency leadership doesn’t know how to pull the correct reports in the agency management system that will allow them to spot-check processes;

    Solution: Same as solution 1, plus contact the Agency Management System and let them know what you are trying to do in the system and ask for their assistance.

     

    4.      Everyone in the agency uses a different tool to perform standard tasks such as email, notes, and text messaging.

    Solution: Same as solution 1. As you learn and train the process you can migrate everyone to using the tools the agency leader decides is best.

     

    5.      No consistent processes for labeling and categorizing tasks and notes in the agency management system.

    Solution: Same as solution 1.

     

    6.      No dedicated time to retrain staff once a problem has been identified

    Solution: Same as solution 1.

     

    7.      Staff has no repercussion for not following the agency processes

    Solution: Choose repercussions for not following the process such as:

    Force the non-compliant team member to teach the process at one of the office meetings

    Hold back a percentage of a bonus or commission until the team member is making a valiant effort to implement the process

    Give the non-compliant team member a written counseling

     

    8.      Weak marketing and prospecting processes

    Solution: Select one easy to implement marketing campaign such as asking for a referral when a customer makes a payment or asking new customer to write a testimonial. Have each team member keep a tracking log that has the name of the customer they asked.

     

    These are some simple solutions and suggestions for what is really a simple and easy to fix time management problem.

     

    Check out the Fix My Insurance Agency 2-Day Process Implementation Workshop. We are conducting the workshop several times in 2020.https://www.inspireanation.org/Fix-My-Insurance-Agency-Info

     

     



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