Common FAQ's | Agency Performance Pack Online

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Agency Retention 3.0 / Newest Course to Utilize!

Agency Retention - Welcome & Getting Started

A Few Notes from Our Attorney
Meet Your Instructors (6:12)
Who Should Be Taking This Course (1:02)
Agency Retention Program Options (2:17)

Agency Retention - Leadership Team Only Section

Welcome & Download Your Resources (0:46)
Take It from the Veterans (16:59)
FAQ's (10:40)
Downloadable Resources
Getting Organized (23:43)

Management System Set Up - Leadership Team Only

Management System Set Up - Overview
Phase 1 (6:46)
Phase 2 (7:52)

Management System Leadership Set Up -Hawksoft

Welcome - About Your Hawksoft Instructor (1:09)
Download Your Set Up Guide (1:24)
Download or Expiration List (4:16)
Data Check Based on Who Will be Making the Calls
Running an Expiration Report (2:14)
Automating Suspense (Report or Download) (6:42)
Action Codes (7:41)
Source Codes (2:49)
Client Tags (2:36)
Adding Post Call Communication Templates (Email, Letter, & Text) (4:18)
Hot Keys (2:45)
Working Documents (3:53)
Cancellation Reasons (2:20)
Running an Activity Report (3:57)
Checking to make sure the team is making calls (Suspense Reports) (1:55)
Retention Report (1:37)
Renewal Review Cross Selling Report (2:02)
Running a Cancellation Reason Report (2:34)
APP Reporting Data Templates (For Consulting Clients)
Course Recap
Stop!

Management System Leadership Set Up - QQ Solutions

What to Expect
Download the Set Up Guide
Call Distribution: Non Renewed Report & Expiring Policy Widget (2:52)
Call Distribution: QQCatalyst Smartflow - CL & PL (12:22)
Set Up: Setting Up Notes/ Important Notes (4:48)
Set Up: Creating an Email Template (3:00)
Set Up: Creating a Letter Template (3:19)
Set Up: Access the Email or Letter (7:18)
Set Up: Tags (4:58)
Tracking: Retention Reports (4:09)
Course ReCap
Angela Adams Consulting QQCatalyst Packages
Stop!

Management System Leadership Set Up - AMS 360

Welcome- What to Expect
About Your AMS360 Instructor
Download Your AMS360 Leadership Set Up Guide
Call Distribution: Electronic Call List Generating Monthly Electronic Renewal List (15:32)
Setup Configuring Action and Suspense Codes (7:13)
Setup: Configuring Document Types (5:32)
Setup: Creating AMS360 Form Letters Including Merge Fields (9:25)
Setup: Using Form Letters as Emails (8:26)
Reporting: Tracking Reports for Measuring Success (12:01)
Call Distribution: Generating & Sharing the Download Detail Report (7:49)
APP Reporting Templates (For Consutling Clients)
Course ReCap
Angela Adams Consulting AMS360 Packages
STOP!

Management System Leadership Set Up - Epic

Welcome - What to Expect (1:12)
About the Instructor
Download Your Epic Set up Guide
Activity Unsuccessful Reason List (1:06)
Activity Workgroups (1:13)
Add Activity Codes (2:37)
Agency Defined Category- Lost Business Reasons (1:40)
Retention Activities Closed Last Week (9:11)
ARND AMKT AINC ANOC Closed Last Week (1:38)
Open Activities (12:43)
Expiration Report to Generate AppX Activity (7:27)
Lost Business Report (12:56)
Retention Report (6:20)
APP Reporting Data Templates (For Consutling Clients)
STOP!

Management System Leadership Set Up - Ezlynx

Management System Leadership Set Up - EzLynx
Creating a Renewal Review Call
Activity Master Report
Book of Business Report
New Business Report
Overdue Activity Report
Retention Center Settings
Risk Thresholds Retention Center
Cancellation Report

Agency Retention 1 - Getting Started Students Section Only

A Few Notes From Our Attorney
Welcome (1:36)
Tips & Tricks
Resources to Download (0:46)
What are we doing? (2:57)
Veteran Round Table (22:12)
Common FAQ's (4:31)

Retention Philosophies

Overview (9:36)
Retention Philosophies (14:45)
Retention Statistics (7:10)
Challenges in Retaining Clients (7:56)
Managing Your Time for Renewal Reviews (9:08)
Sample Renewal Review Call (22:40)
Documentation - Refer to Your Management System Section for More Details (2:20)

Management System Student Set Up - Hawksoft

Welcome - Using Hawksoft to Make Renewal Review Calls (1:09)
Download Your User Guide
Hawksoft Retention Workflow (14:32)
Using Working Documents (3:01)
Using Client Tags (1:55)
Cancellation Reason Workflow (3:55)

Management System Student Set Up - QQ Solutions

Welcome - Using QQCatalyst to Make Renewal Review Calls
Download Your Student Guide
Retention Workflow (14:21)
Student Tracking
Let's Get Started

Management System Student Set Up- AMS360

Welcome - Using AMS360 to Make Renewal Review Calls
Download Your AMS360 Student Workbook
My Expiring Policies (27:17)
AMS360 Workflow (27:17)
Sending Letters & Emails (8:26)

Management System Student Set Up - Epic

Welcome - Getting Started (1:06)
Download Your Epic Student Guide - Need Workbook/Old Course has the Retention Workflow
Retention Workflow
Cancellation & Non Renewal Workflow

Phase 1: Making Renewal Review Calls

Overview (1:14)
Lesson 1: Review Form & Voicemail (13:19)
Lesson 2: Anatomy of a Renewal Call Intro & Review Questions (9:17)
Lesson 3: Anatomy of Renewal Recommendations (9:22)
Lesson 4: Anatomy of A Renewal Concluding Call (13:27)
Lesson 5: Documenting Your Call (18:43)
Recap (1:08)

Phase 2: Optimizing Your Calls

Overview (1:01)
Lesson 6: Handling Rate (43:46)
Lesson 7: Remarketing Strategy (21:11)
Lesson 8: Coverage Increases (44:48)
Lessong 9: Cross Selling (59:53)
Lesson 10: Encouraging Your Clients on the Cross Sale (14:29)
Recap (1:10)

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Common FAQ's

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