We have tools that will help stop doing these things as the agency owner. You, individually, have to stop :
- Rating
- Making COIs or EPIs
- Sending ID Cards
- Manual email follow ups on all claims and proposals
- Onboarding new prospects with a pen in one hand and the phone in the other
- Scanning policies, or filing
As the owner you should be:
- Sitting with prospects or customers one on one
- Auditing policies
- Determining carrier placement for new and renewal accounts
- Asking for the check
A quote of Jeffrey Gitomer's that I love - If you want to double your sales, double the people that you are in front of that can say yes to you.