Now that you’ve all the right people on your bus, you need to start building your world-class processes for your team of A-Players to work within. Regardless of what industry you are in, or the type of customers you serve, the challenge of managing process flow and operations across diverse platforms and systems is universal. In this episode we will discuss a few of the key processes we have designed and implemented within our agency business to increase productivity and client satisfaction:
- Claims Process – Insurance stinks… until you need it. Your clients buy insurance to make sure their hard-earned assets are protected when things happen, so when those times come be sure you are there for them.
- Task Organizers – A simple system to document your processes, create video tutorials and easily update as systems change.
- Intranet – This is our internal hub that houses our training, processes, production logs, team calendars, and everything to run a successful agency business.
- PX3 System for Complete Team Accountability – You have created goals for yourself and the growth of your agency. What are you doing to pass down this mindset and goal-setting skills to your team?
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
The Unstoppable Profit Producer
Email [email protected]