Agency Standards | Agency Performance Pack Online

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Agency Efficiency 4.0 Pack Online

Section 1: Course Introduction

Welcome - Course Intro/ Overview (1:55)
A Few Notes From Our Attorney
About the Instructors

Section 2: Leadership Set Up Guide (For Agency Leaders Only)

What Is Agency Efficiency? (58:05)
Download Your Resources

Section 3: Course Overview

Welcome (1:55)
A Few Notes From Our Attorney
About the Instructors (2:18)
What You Will Learn In This Course (2:59)
Download Your Resources
Best Way to Use This Course For (School Only Clients - SKIP IF YOU ARE WORKING WITH A PERFORMANCE PARTNER) (1:46)

Section 4: Time Management Philosophies

Time Management Statistics (12:42)
Where Agencies Can Become Inefficient (13:50)
Time Management Philosophies to Embrace (20:38)
Top 3 Things Holding Back Efficiency (27:20)
Dealing With Stress In Insurance Agencies (17:48)
How to Win Your Day (3:38)
Handling Seasonality, Time Off & Being Short Staffed (3:17)
How To Prioritize Your Day (4:01)

Section 5: Phase 1: Getting Organized

Overview For Success (8:57)
Lesson 1: Time Blocks, Start Up & End of Day (18:10)
Lesson 2: Email Management (17:31)
Lesson 3: Activity Management (14:56)
Lesson 4: Effective Follow Up With Clients (18:20)
Lesson 5: Embracing Self-Serve Options (Payments, Portals and Apps) (15:32)

Section 6: Optimize Your Time

Overview of Optimize Your Time (4:10)
Working Within Your Job Duties (7:25)
Training New Team Members (3:49)
Client Scoring (6:27)
Handling An Upset Client With Grace (8:03)
Agency Standards (7:34)
Use of Headsets & Detoxing From Notepads (8:09)

Section 7: Phase 2 - First Call Resolution

Lesson 6: 5 Steps To First Call Resolution (14:06)
Lesson 7: First Call Resolution on Service Requests (Non-Premium Bearing) (10:02)
Lesson 8: First Call Resolution on Service Requests (Premium Bearing) (9:37)
Lesson 9: First Call Resolution on Quoting (15:25)
Lesson 10: Key Conversations on Controlling The Client (22:29)
Recap of Phase 2 (1:01)

Bonus Content

Producer Time Management (6:10)
Leadership/Manager Time Management (8:08)

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