According to a talk at an Insurance Nerds Day conference last year, there was big talk on specific objectives that insurance agencies should take up on for success. Here are 5 objectives that your insurance agency should consider for this year:
Objective #1: Routine Work and Development of Agency Culture
Don’t forget to have fun! Celebrate when things go well within the agency, whether it is hitting a specific goal or a milestone for an individual or an agency. Schedule a night out. Share your passion with your staff. If you have passion, they will too!
Objective #2: Forever Recruiting
Don’t wait until you have an open position to start recruiting for hire. Not only does this cause a delay in the hiring process but reduces the odds of finding the right person. A Forever Recruiting approach keeps the door open for discussions with numerous people that may be fits in the future. When the need arises, you have a whole group of people to choose for the right fit.
Objective #3: Consistent Meetings
Most agencies that we work with have the intent to meet on a weekly or monthly basis but many of them tell me it doesn’t happen for one reason or another. Being consistent is committing to running this meeting 52 times a year. It shouldn’t matter that it is is summertime, the holidays, people are on vacation or even that the principal/manager is out. Stay consistent!
Objective #4: Strong Centralized Leadership
A strong leader sets the mission and vision of the agency. They are working on identifying customer experience and investigating technology. Their Immutable Laws are: Accountability, Execution, and Innovation.
Objective #5: Feedback Loop
Creating a culture of performance can only be done when there is positive and constructive feedback that goes both ways. Team members want structure; they will perform their best when they are given feedback and structure and are held accountable.
Let Uniamericainc.com help you with commercial insurance today!