Tag: New Hires

Episode 159: Acre of Diamonds

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Are you scrabbling around for new clientele or are you taking advantage of the prospects that are already in front of you?  Too often we let slip through our hands the opportunities to expand what we already have.  And today I am going to talk to you about how to go about doing that so that you are cultivating from your acre of diamonds.

Key Takeaways:

  • If you have 800 clients, you have about 80,000 opportunities already within your grasp
  • It is your duty and responsibility to protect everything that people work hard for, so aim for having 3 policies per client. This increases retention drastically.
  • Be proactive instead of reactive. Add additional lines of business on proposals and follow-up.
  • People buy with their hearts, not their minds, so you must emotionally engage with them.
  • Discover your potential clients’ preferred method of communication and use that.
  • Create a new client welcome kit that strategically gets them the right information at the right time as a beloved new client
  • You want to have top-of-mind awareness with your clientele but you also want to have top-of-heart awareness as well.
  • Employee 60% relationship building, 20% insurance information, and 20% fluff into your newsletters
  • Incorporate a referral program to increase your maximum ROI
  • Use tactics that will grab their attention.
  • You will never know how much you can do until you put the maximum effort out there

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 158: Training Your NEW Service Team Member

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If you want to have a world-class business, you have to have a world-class team.  The two ways to ensure this, are through leadership and training.  Today’s topic is focusing on training, specifically client retention. How do you do that? By ensuring your service personnel receives the training that they need to be successful and I am going to cover what the first 4 weeks can look like within your organization.

Key Takeaways:

  • Just like an athlete, training needs to occur every day.
  • Training is the fifth of 8 essential segments to “growing” somebody up in an insurance agency business
  • The first initial onboarding of a new service member sets the tone for success. Ensure you are prepared for their first day.
  • Set goals for the first week of training and assign mentors
  • Evaluate the member at the end of each week and if they are not meeting expectations ask them what can be done differently to help them achieve their highest possible level
  • The second week is all about gaining confidence in the agency systems.
  • Start accountability at the beginning but ensure that this is all about support for success.
  • Always ensure that the new member knows the reasons why behind the processes. Do not hesitate to reinforce and reiterate.
  • Week four is all about building upon the learnings of the first three weeks.
  • Reinforce the See, Do, Teach philosophy – One day they observe; the second day they put it into practice, and the third day they teach it to somebody else. Repeat until they have it down.

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 143: New Team Member Reveals All with Anita Hernandez

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You have all heard me talk many times about the importance of your team, hiring the right people, and having everybody working towards the common vision of the agency.  And you may also wonder if I actually walk the talk. If you have, then you will want to stay tuned.

I am excited to introduce you to one of our newest members of the UPP team, Anita Hernandez.  Anita was excited to come on and share the lessons that she has learned on her journey through the interview, the onboarding process, and her training within the UPP organization.

Highlights:

  • How an introduction from a vendor lead to a connection that led to an unexpected opportunity
  • The interview left Anita feeling that she was being listened to and engaged in the process
  • Anita’s impression of going through the process of interviews and profile for personality and fit and how it helped her understand her own self
  • The question that made Anita realize how important it was to her as an employer
  • How the energy of UPP spoke to her as a person and from a business perspective
  • The support and strength she feels to create something worthwhile at UPP
  • Feeling supported to access resources to help her grow and develop her skills further
  • Anita shares her experience of the working interview process.
  • The importance in finding what really motivates you in your position within the position you are in

 

Resources Mentioned
Sign up for virtual training at http://uppfaststart.com

Become Unstoppable: http://beunstoppablebootcamp.com

About My Guest:

Anita Hernandez is the newest UPP team member!

Her successful experience as Co-Founder of Nita Media LLC, where she specializes in Marketing and Video Production, has prepared her well for this role.

A strong believer in the power of positive thinking in the workplace (and life!), Anita is always mentally creating content and has a tight grip on capturing the essence of pure moments. Find Anita enjoying a good Netflix binge, on the volleyball court, or catching a plane while traveling the world.

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

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