Are CSR’s getting work done by end of day? |
Are you still reviewing procedures? |
SEE DESCRIPTIONS OF EACH WEBINAR BELOW! |
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WEBINAR DESCRIPTIONS
INSURANCE AGENCIES – HELPING – INSURANCE AGENCIES
Find out what is happening in other agencies just like you. Prior to the agency teleconference, submit to me two questions you would like to ask other agencies throughout the United States. This is a round table discussion with other agencies to discuss issues of concern to your agency in these times and discuss ways to overcome these issues. Everyone will be on first name basis only.
CUSTOM/SPECIAL
From time to time custom/special webinars will be held on various subjects related to the needs of agencies. This tab will be referenced and utilized to register for these webinars.
ACCOUNT ROUNDING
Account rounding is, of course, asking for the additional business, knowing what questions to ask, finding the time, and making sure it is happening within the agency. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to set up a successful account rounding program to increase sales.
AUDITING AND SELF-AUDITING
Auditing or self-auditing is critical to the success of an agency. Employees need to be audited to make sure all written procedures are being followed to prevent E & O. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to audit or perform self-auditing to secure consistency and prevent E & O.
BACKLOG
Backlog is unfinished work on an employee’s desk to include paper, suspense, phone messages, e-mails, and downloads. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to track backlog, keep it up-to-date, and secure peace of mind.
CUSTOMER SERVICE
Discuss and review areas to increase customer service in your agency. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to track backlog, keep it up-to-date, and secure peace of mind.
E & O ISSUES AND RECOMMENDATIONS
These days I hear from at least two agencies per week stating they have gone through an E & O. Review E & O Issues and Recommendations accumulated over the last 21 years I have been in business.
“IS YOUR AGENCY AS EFFICIENT AS IT COULD BE?”
This is a comprehensive agency teleconference to review ways to save time, reduce your E & O exposure, increase customer service, assist with employee morale, and increase your bottom line RIGHT NOW. I hear now at least two to three agencies per week going through E & O’s, and, of course, everyone is overwhelmed just trying to maintain business and sell. We need to SAVE TIME AND PROTECT AGAINST AN E & O RIGHT NOW. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will save time, reduce E & O exposure, increase customer service, assist with employee morale, and increase the bottom line RIGHT NOW.
HOW IS THE MORALE IN YOUR AGENCY? INCREASE MORALE TODAY!
Most employees are not too happy these days with rewriting and re-quoting business, loss of staff, and the economy in general. Discuss and review areas to increase the morale in your agency.
NEW BUSINESS and RENEWAL WORKFLOW CHECKLISTS
Most agencies do not have commercial and personal line new business and renewal workflow checklists set for the agency to follow. This, of course, includes workflow steps, timelines, responsibilities, procedures, and activities. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to develop its own clear and easy to follow checklists to prevent E & O.
ORGANIZE MY DAY
This is a very simple, easy, and interactive webinar to help you to organize your day and take a look at other areas that might help you to save time in your day. By utilizing the handouts, checklists, and PowerPoint Presentation provided, you WILL be able to organize your day and feel better.
OVERWHELMED? NO WORRIES! FOLLOW THE PLAN! (CSR’s)
Every agency I visit Account Managers/CSR’s are just too overwhelmed and cannot get everything done in the day. By utilizing the handouts, checklists, and PowerPoint Presentation provided, you WILL be able to prioritize work, organize, and get that extra time in your day. This is an interactive webinar. To receive the best results, recommend each CSR has own connection and at own work desk.
OVERWHELMED – WHAT DO I DO? (Management)
The webinar will focus on checking to see if you and your staff are truly overwhelmed and setting programs in place to continue to track performance, increase efficiencies, and step up morale. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to see what is truly happening inside of your agency and develop tools to keeping work up-to-date and stress-free. “Yes, IT CAN BE DONE!!”
DEVELOPING PROCEDURES
Receive detailed instructions on how to develop procedures for your agency to secure consistency, prevent E & O, save training time, and increase efficiencies. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to develop procedures for your agency.
PRODUCTIVITY REVIEW
Do you really know how productive your employees are and if your agency is working to its potential? Receive the tools to find out right now! By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to check the productivity of the staff in your agency.
REVIEWING PROCEDURES
So, are you still working on your procedures? Most agencies are these days. Come join us one week or each week and force your agency to review five procedures. It just seems like we all need accountability or it just does not get done. There are about 70 property and casualty procedures total. Receive the actual templates and start to review the actual procedures as well as E & O Issues and Recommendations for each procedure. Remember the benefits are, of course, consistency and E & O prevention in these times, efficiencies, and the bottom line.