I am writing an article about what make a good agent and would close to your input as to what characteristics are tops for insurance agents to have.
Answers: Good attitude and service skills, attention to detail, skill in the pasture, and having a tough network of carrier
Someone with a worthy closing rate. It's extremely frustrating to put a ton of time and effort into getting a great quote near a superb looking presentation package, and afterwards having it not close. That's the number one entity.
Good applications. You can't walk surrounded by, and demand a quote next to NO underwriting information. Basic applications NEED to be completed. The better the ap, the better the quote.
Honesty. Don't engineer stuff up. Yep, it happens adjectives the time - everything from the prospect's name, to the type of business. I promise you, calling a demolition contractor a carpenter WILL pick up up with you.
When you put the business on accounts, let the CSR service it. Don't examine everything they do - if they're doing it right, let them. If you micromanage, you're creating twice the workload, and frustrating the CSR. If you don't become conscious something, try to figure it out for yourself.
Remember the work: a CSR is NOT the "fetch and copy" person. Assuming they enjoy a sizable book to service, there isn't TIME to do the fetch/copy. Know your agency file system, and be able to use it yourself. Learn how to use the fax, or the copier. You hold feet - jump get your own cup of coffee.
But the number one item is produce. Not too copious years ago, I had a sale guy I was paired up beside, to do the detail work. He knew not much roughly insurance, but closed 90% of the deals. And be willing to stroll away from the ones that weren't worth (both) our time. I'd forgive anything and everything else on the list, for a guy that writes six data of commission every year.
Lesson: The more you do, the more you can get away next to.
Answers: Good attitude and service skills, attention to detail, skill in the pasture, and having a tough network of carrier
Someone with a worthy closing rate. It's extremely frustrating to put a ton of time and effort into getting a great quote near a superb looking presentation package, and afterwards having it not close. That's the number one entity.
Good applications. You can't walk surrounded by, and demand a quote next to NO underwriting information. Basic applications NEED to be completed. The better the ap, the better the quote.
Honesty. Don't engineer stuff up. Yep, it happens adjectives the time - everything from the prospect's name, to the type of business. I promise you, calling a demolition contractor a carpenter WILL pick up up with you.
When you put the business on accounts, let the CSR service it. Don't examine everything they do - if they're doing it right, let them. If you micromanage, you're creating twice the workload, and frustrating the CSR. If you don't become conscious something, try to figure it out for yourself.
Remember the work: a CSR is NOT the "fetch and copy" person. Assuming they enjoy a sizable book to service, there isn't TIME to do the fetch/copy. Know your agency file system, and be able to use it yourself. Learn how to use the fax, or the copier. You hold feet - jump get your own cup of coffee.
But the number one item is produce. Not too copious years ago, I had a sale guy I was paired up beside, to do the detail work. He knew not much roughly insurance, but closed 90% of the deals. And be willing to stroll away from the ones that weren't worth (both) our time. I'd forgive anything and everything else on the list, for a guy that writes six data of commission every year.
Lesson: The more you do, the more you can get away next to.