It is time to revisit the 23+ Core Processes it takes to Build a $10 Million Revenue Insurance Agency
USE THIS LINK OR THE VIDEO ABOVE TO GO TO THE 23 CORE PROCESSES TRAINING PAGE AND TO WATCH THE 90 MINUTE TRAINING VIDEO
(NOTE YOUR ENTIRE TEAM SHOULD WATCH THE VIDEO WITHIN THE NEXT 2 WEEKS)
THIS IS ACTIVE MEMBER TRAINING ONLY
THE FOUNDATIONAL ASSEMBLY LINE STATIONS
1. CARRIERS AND AGGREGATORS
2. AGENCY STANDARDS AND CONSEQUENCES
3. TIME AND CALENDAR BLOCKING
4. TASKS, CHECKLISTS, AND WORKFLOWS = The 23 Assembly Line Stations
5. AGENCY TOOLS AND TECHNOLOGY
6. TRAINING AND ROLE-PLAY
7. SPOT-CHECKING = Each Process and Tasks has its own specific spot-check workflow and standard
THE MARKETING FOCUSED ASSEMBLY LINE STATIONS
8. THE 6 BEST INSURANCE PROSPECTS
9. LEAD MANAGEMENT
10. QUOTING/RATING/AND BINDING
11. SALES FORMULAS AND AGENCY REPORTS
AGENCY STAFFING FOCUSED ASSEMBLY LINE STATIONS
12. STAFFING/HIRING/PAYING/ACCOUNTABILITY
13. Production Forecasting/Reviewing/Accountability
14. Admin Processes, and Trailing Documents
THE AGENCY OPERATIONS FOCUSED ASSEMBLY LINE STATIONS
15. New Customer Onboarding (E-Signatures, Declined Cov., T-Docs)
16. Endorsements Process
17. Claims Process
18. Business Referral Partner Process
19. Customer Referral Campaigns
20. Birthday Contact Process
21. Customer Review/Retention Process
22. Rate Increase/Remarketing Process
23. Emergency Contact Process
24. Cancelation/Termination Process
25. Life Insurance/Financial Services
Social Networking: Connections, Groups, Ads, Remarketing
Payments, Remittance, Premium Fund Trust Accounts
ADDITIONAL PROCESS: Book Keeping/Accounting
ADDITIONAL PROCESS: Carrier/Wholesaler Relationship, Technology, Reports
ADDITIONAL PROCESS Tax Preparation and Reporting
