Many agents don't take time to put in place the simple systems that will make daily tasks flow smoothly. Instead, they spend their valuable time looking for an elusive scrap of paper where some key piece of information was jotted down or digging through a stack of papers to find a claim number. There is a more efficient and cost effective way to structure your agency for success.
Systems provide the essential communication framework to ensure a smooth-running agency.
Simple forms improve productivity Your goal should be to make all customer interactions look well-organized and efficient to the customer. The trick is to make it look easy. A surefire way to eliminate the shuffling around of a customer from one product specialist to another is to set up a system of interoffice quote sheets. Rather than transfer the customer to another person, the fire CSR can fill out a simple form, which then goes to the auto department for follow-up and appointment setting. The auto CSR may or may not know anything about fire insurance but has a simple form with questions to gather the appropriate information.