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How to Effectively Staff an Insurance Agency - 3 Part Series
Description
HOW to EFFECTIVELY STAFF AN INSURANCE AGENCY
(Including Virtual Assistants and Work from Home Team Members)
3 – PART MINI-WORKSHOP TRAINING:
Mini-Workshop Session 1
How to Locate, Interview, and Hire Insurance Agency Staff (Including Virtual Assistants)
We will look at:
• 1. Staffing requirements for an agency based on book size and premium under management;
• 2. The top 10 ways to locate and attract agency staff prospects;
• 3. How to Interview Agency Staff Prospects
• 4. Testing and Assessing the Agency Staff Prospect
Mini-Workshop Session 2
How to Pay, Bonus, and Commission Insurance Agency Staff
• 1. How to Establish Base Pay
• 2. How to add Enhanced Pay to Staff KPI’s
• 3. How to Effectively use the Agency Bonus and Commission Tool
Mini-Workshop Session 3
How To Properly Onboard Insurance Agency Staff and Assign KPI’s
• Documents that protect the agency: Non-Compete, Non-Disclosure, Non-Solicit, 1099 Agreements, etc.
• 2. The New Staff Onboarding and Training Guide
• 3. How to select the correct Agency Staff KPI’s