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Our latest program has been designed specifically to assist insurance industry sales and service professionals to adjust and benefit by the dramatic changes and market fluctuations that are characteristic of an industry in transition. The Agency Performance Development Program offers specific, hands-on strategies, resources, and blueprints for accelerating sales, client retention rates, profitability, and efficiency. Additionally, it provides detailed planning tools for personal and professional development.
As the new insurance economy continues to define itself; re-insurers, carriers, and agencies are scrambling to establish their place in the market and achieve new levels of prosperity. The Agency Performance Development Program: Thriving in the New Insurance Era provides them with all of the marketing, communications, sales, service, and agency management tools and tactics necessary to fuel the success.
The problem associated with the market and the current softening within desirable business segments is not, as commonly believed, the pricing. Under our current “account underwriting” scheme, accounts that have performed well will receive favorable pricing while those that have not, will not. All is as it should be.
The greatest challenge that we now face is how to reeducate clients that have grown accustomed to buying on price to understand and appreciate the value, integrity, and unique characteristics of a comprehensive insurance program and to recognize the truly professional agents that present them. Our program is designed to remedy this problem.
The Agency Performance Development Program guides each participant down a path of self discovery and performance improvement. It begins with complete assessment of your agency business model and practices. This strategic fitness assessment process will evaluate your market position, agency brand, marketing and communications initiatives, agency culture, carrier relationships, service standards and practices, value proposition and strategies for attracting, selling, and retaining desirable accounts.
Our common objective is to create an efficient and effective integrated marketing, sales and service model that is as unique as your agency. A model that is designed to take maximum advantage of your strengths and points of differentiation, accurately identify and harvest your opportunities, minimize or eliminate your organizational weaknesses, and neutralize threats to your growth and prosperity.
Throughout the assessment process, the agency will be challenged to cast aside traditional, “legacy” presumptions, historical performance benchmarks, and antiquated marketing, selling, and service styles. Your program will be designed to upgrade and/or replace “business as usual behavior with an innovative, relationship-driven client development and service strategy that promotes value delivery, integrity, and partnership.
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