How to be a Better than average agent...Which one do you disagree with?

[shawnmwalker]

Derrick,

you might like my next video an awful lot.

 

[IndieAndy]

Bubble Gum Insurance Agency.... has a nice ring to it.

I agree with everything here. I would also like to add and expand on just trying new technology and/or new SOPs even if it doesn't pan out. Always find ways to automate, always try to find better processes for you and your employees.

A lot of agencies think leveraging technology or creating SOPs makes an agency lose that "personal touch." I say it's the opposite, it means you can spend more time with your clients when they need actual help. Remember, your an insurance PROFESSIONAL and you shouldn't be stuck doing the day to day. But there is also no reason you can't automate the birthday and/or anniversary text/email, or the renewal e-mail to your client the second the renewal hits your AMS, or making a monthly newsletter letting them know any agency changes, law changes, or new blogs/articles you've written. It allows you to be pro-active (and look like a bad-ass) without lifting a finger in the day-to-day. It gives you more time to deal with actual problems that clients have that require your expertise.

We need to keep up with the likes of direct channels, like GEICO. We need to at least send those renewal emails, have an agency app, send a happy birthday e-mail/text. Because that is AT MINIMUM what the big, direct players are doing. In order to differentiate ourselves from the direct channel, and quite frankly most other [outdated agencies], we furthermore need to be able to be on the front lines when something goes wrong. We need to offer a better customer experience, and that includes being able to automate and having procedures on the backend so agents and/or CSRs have the time to do that.

We also need to stop going after the 50+ year olds with perfect credit that don't really need or expect this stuff. They are going to age out in the next 10 years. We need to start catering toward Millennial, Gen X, and Gen Y.

Holy ramblin'

How do you automate the renewal emails? I currently use EZlynx but I haven't found that capability.

 

[somarco]

The pictures didnt come through for me

Did you click the links?

Worked for me. Took me to the products

If you are trying to open the links on a phone or tablet they may not work

 

[Derrick]

Derrick,

you might like my next video an awful lot.

Can't wait! Run it!

How do you automate the renewal emails? I currently use EZlynx but I haven't found that capability.

I can do it through Applied EPIC. Not completely automated but within a few clicks. In the early stages with a full stack web developer and programmer to try and automate this (and other) processes FULLY through Slack. It's going to be interesting forsure.

A lot of people complain about EPIC being its so pricey, and perhaps to some degree rightfully so, but it is a very powerful tool as long as you utilize the tools that are available. Half of the problem with most agencies is lack of data input.