Monday, July 7, 14

You’re Only As Good As Your Team

Customer service has a direct impact on sales, retention, growth, income. Every part of your business.

Are your clients getting the best service possible?

Is your team focused on the customer? Or doing as little work as possible?

Do you have a plan in place for employee growth?

What’s good about working for you?

Monday, July 7, 14

Regular Reviews Are Important

Without goals and feedback, it’s hard to gauge performance.

How do you hit a mark without knowing what the mark IS?

How often are you evaluating and setting goals?

Monday, July 7, 14

Sample Employee Development Plan

January - Annual Goal Setting for Upcoming Year

April - Goal Check-In

July - 6 Month Performance Review

October - Goal Check-In

December - Annual Performance Review

Monday, July 7, 14

The Purpose

Most of the year is spent setting goals and coaching your team in what to do to achieve them.

It’s not about “you did good or you did bad.” It’s setting a standard and creating accountability.

It allows you to see if someone is committed and moving forward or just going through the motions.

Monday, July 7, 14

Give Them Something To Work Toward!

Most employees want to move forward in their career at some point - making more money, having a higher title, etc.

If they don’t see that potential in your agency, they’ll look for it somewhere else (and you’ll be back to square 1 with a new employee)

Monday, July 7, 14

How Can They Move Up?

When do you want them to get their P&C license?

What about a Life license?

When can they start earning commissions?

What does it take to become a manager?

When do you offer higher base salary? Or is everything on commission?

Monday, July 7, 14

Create A Plan (and stick to it)

By creating an employee development plan, consistently checking in and following through, and offering incentives to move up - you’ll get better employees!

(Which means higher sales, higher retention, faster growth, and a more valuable agency.)

Want more ideas to grow your insurance agency? Visit www.agencyupdates.com today.

Monday, July 7, 14