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Roles & Responsibilities
Clear and detailed Roles & Responsibilities for all Team Members (so that everyone knows what their charge is, as well as what everyone else on the team is responsible for/focusing on)
The Foundations Program
This focuses on analyzing existing roles and responsibilities, processes, and Agency workflows.
Using that we implement revamped and sometimes new processes and workflows that focus on growth & retention while bringing uniformity, consistency, and efficiency to the Agency, with what works for your team.
Meaning no matter where anyone sits, regardless of their role, the processes are the same; when they are the same, there is cohesiveness, clear understanding, and a seamless customer experience. Think Calm over Chaos.
We would love to work 1-on-1 with your Agency
Limited Availability
(booking for late 2026 & early 2027)
Feel free to fill out the form here and someone on our team will be in touch with you shortly to dive into any questions you might have and get your agency on the calendar.
Deep Dive Into the Program
Service Processes
Streamlining the Service Processes to maximize the customer experience through consistent and uniform follow up processes, with a focus on maximizing self-service options. This includes Customer Agency Workflows (think…how does all of the work flow through the agency? Drinking from a firehose or a funnel with…Beginning of Day, Claims, Billing, and Policy Changes.
Sales Opportunity Process
Consistent and uniform Opportunity Process for in and out of book prospects, with uniform tracking and accountability to goals using your CRM
Onboarding Process
Onboarding Process for the team to focus on deepening the customer relationship and multi-lining to support customer needs and retention of the new household.
Retention & Win-Back Process
Retention Process that focuses on retaining business to drive a low lapse. A solid Win-Back Process to earn back business that may be lost.
CRM & Agency Tools
Maximizing usage of these tools to support all agency processes, gaining efficiency and consistency across the team