Episode 104: Slam the Back Door Shut

 

In today’s episode, I want to talk about slamming your back door shut. What does that mean?  While you are focused on getting new clients and obtaining new ventures, you may have clients slowly and quietly slipping out the back door. Now is the time to make sure this is not happening to you.

Highlights:

  • The importance of focusing on retention and reviewing your numbers
  • Finding the right coach for the right focus to ensure you are doing everything for your business
  • Having diversity in your team leaders skills is a definite asset to a winning team
  • Always staying on top of your scorecard with regular defined meetings
  • Increase your retention with the number of policies you can offer a client
  • Your scorecard for your agency should be based on the culture, the characteristics, the traits, and the makeup of your own agency business
  • Creating moments of check-ins with your clients that are not based on the renewal period of the policies
  • Strategies for handling those clients that have lapsed in payment that may increase retention

 

Links mentioned:

www.uppfaststart.com

www.beunstoppablebootcamp.com

 

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 102: The Elusive Second ‘P’

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:

Highlights:

  • 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!

 

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