Staffing a Multi-Line Agency

(Over 1,000 Agents, Office Managers and Aspirants across the country have already attended this session)

Your TEAM is the MOST IMPORTANT part of your Agency Success! Your Team will forever work to keep you at the TOP, living a STRESS FREE Life. They can just as easily leave you at the bottom....wondering what could have been!

Please join me for the MOST IMPORTANT day of the year....for topics you won't find anywhere else! These are without a doubt....the MOST IMPORTANT topics towards your success.

Staffing a Multi-Line Agency - Agenda (See descriptions below)

Business Modeling and Organizational Design

Recruiting

Interviewing, Hiring and On-Boarding of New Team Members

Training and Long-Term Development of Team Members

Compensation and Bonus Plans

Accountability to Leadership

Extra Credit - 9am - 10am - How to Write a "Shit-Ton" of Auto

Extra Credit - 4pm - 5pm - How to do 100 lives with $100k of Life Premium

Registration

$ 79 - CLIENTS ONLY - includes beverage service throughout the day AND lunch

$129 - OPEN REGISTRATTION - includes beverage service throughout the day AND lunch

Email [email protected] with questions, testimonials or more information.

Agenda Descriptions

Business Modeling and Organizational Design

Should you Specialize or have a Generalist Model? Sales Team and Service Team or Hybrids? Who does what? When? How do you "set-up," manage and thrive in an Agency with the seismic shift we are all experiencing within the labor force, technological advances, and available resources in the marketplace.

Recruiting

The four keys to recruiting and how you CAN recruit 24/7/365! (1) Understanding your Business Model and Salary "Cap." (2) Knowing EXACTLY what you want from your next team member so you don't ever have to settle for less! (3) Understanding why someone would want to work for you! (4) Having a Recruiting "Team" to help YOU!

Interviewing, Hiring and On-Boarding of New Team Members

Say goodbye to the days of candidates NOT showing for their interview! Say goodbye to the "risk" involved in hiring someone only to find out after six months...they were NOT the right fit. Say goodbye to the days of New Team Members who can't reach simple and agreed upon commitments of 24 Autos, 12 Fire, 3 Lives and 2 Health Policies EVERY month!

Training and Long-Term Development of Team Members

Think of ALL the time it takes to get a new team member up-to-speed on the myriad of Service Transactions in an Agency. Add a car, remove a drive. Apply this. Remove that. The gazillion key strokes involved......not to mention the time and patience required to teach and learn it all. What if I told you....you and your team would not have to spend five minutes "system training" any of your future hires! It's all here...packaged perfectly and done for you....so you don't have to!

Compensation and Bonus Plans

Are you paying your team the way you are paid? The way you want to pay them? Or the way they want to be paid? Is your Comp and Bonus Plan leading your team to reach their true potential? Your wildest expectations? Your COMP and BONUS plan does NOT have to be tied to money! Their are plenty of "other" ways to reward team for their achievements!

Accountability to Leadership

We think we want it! Accountability that is. Truth is....we all HATE it! The word "accountability" reeks of yuck......usually meaning or referring to something that was not done or something that should have been done.....but wasn't. And conversations where we start holding people accountable are often uncomfortable and don't always work out to well. Truth is....you DON'T want to hold them accountable....so you ask someone else to do it. Truth is.....they don't want to be held accountable. As soon as we do.....they look to leave and the whole cycle starts again. With this session....STOP holding them accountable and start LEADING them. Your people are STARVING for leadership!

Event Venue

The Hilton San Antonio Hill Country, 9800 Westover Hills Blvd., San Antonio, United States