What Is Solutions
Solutions is a 36 month program divided into 4 separate levels implemented through a step-by-step plan. It is customizable to meet individual agency needs. learn more
| Level 1 Getting Control Of Your Business |
Level 2 Creating A Web Presence |
Level 3 Defining Agency Operations |
Level 4 Accountability & Consistency |
| Changing Your Vision | Creating Your Web Presence | Personal Lines Procedures | Conducting Effective Performance Reviews |
| Getting Control | Getting People To Use The Web | Commercial Lines Procedures | Compensation Plans |
| Creating A Competitive Edge | Training On The Web Application | Employee Benefits Procedures | Employee Handbooks |
| Understanding Personalities And People | Legal & Compliant Use Of The Internet |
Accounting Procedures | Creating An Agency Intranet |
|
Learning To Grow |
Targeting Gen Y | Implementing New Technology | Effective Hiring Practices |
After nearly 20 years working with more than 2,000 agencies, we have noticed that many of the same problems plague most agencies:
- Poor morale
- Poor communication
- Constant Interruptions
- Inconsistency
- Low revenue per employee
- Low agency profitability
- Too much Stress
- Staff are backlogged
- High staff turnover
With Solutions these issues no longer need to plague your agency. From concepts and principals, through step-by-step and week-by-week implementation, to in-depth accountability and endless individual & group consultations, Solutions is everything your agency needs to go to the next level.
Anyone can give you advice. Solutions makes it happen.
Solutions is the Jenny Craig for the independent insurance agent.
Education
Jenny Craig provides education. They teach you the good food to eat and the bad food to avoid so you are empowered to make good decisions. In Solutions we teach the 6 myths creating the problems in agencies. Once you know the source of the problem it is easier to develop solutions.
Accountability
Jenny Craig weight loss is effective because it provides accountability. You want to skip the cheesecake and eat right because you know that at the end of the week, you’re going to tell your Jenny Craig coach exactly what you did.
In the insurance industry, good ideas are a dime a dozen. Solutions provides the accountability and support agency owners and managers need to do more than just agree that change needs to happen.
Plan
Jenny Craig has a plan. They tell you what to eat for breakfast, lunch, dinner, and in between. Follow the plan and you will reach your goals.
In the same way, Solutions is a plan. We bring training to your office every week and involve every staff person. Each week you know exactly what to do and what decisions to make, and it only takes about two hours. What is that time investment worth? Most agencies see ten hours a week in time saved per person. That means your staff each earn eight hours in time saved a week.
FEATURES ARE GREAT BUT BENEFITS ARE EVEN BETTER
“The proof is in the pudding”, as they say. Here are just a few of the benefits that agents are realizing as a result of the Solutions program.
- saving 2 hrs per day per person
- increasing revenue
- decreasing expenses
- improving morale
- decreasing stress
- improving quality of business
- increasing retention
- improving agency image
- strengthening agency culture
- creating consistency in procedures
- enhancing sales focus
- reducing E&O exposures
- improving time management
- increasing profits
The importance of accountability in change management.
Having an effective change management process in your agency will have a positive impact with respect to both the business aspect and the employee performance.
Successful change management requires accountability.
Without accountability, the change management process is doomed to fail. It becomes nothing more than a paperwork drill, with no incentive for staff. Without accountability, you won't reap the benefits of the time and effort spent trying to implement change.
Solutions makes sure that you stay on track
Strategic Planning Call
One of your first contacts will be with your coach to establish specific goals relating to revenue, staff, expenses and technology.
Weekly Coaching Sessions
You will receive four initial weekly coaching sessions based on your strategic planning call. Additional coaching sessions may be scheduled as needed.
Implementation Plan
What’s the old saying? “People don’t plan to fail, they simply fail to plan.” Solutions provides a structured, systematic plan that can be tailored to your individual needs. Why re-invent the wheel when a proven, tested plan can save time and frustration for both management and staff?
Each week your agency conducts a one hour Solutions meeting following the pre-planned agenda provided by your coach. In this meeting, decisions are made as to how your agency will make changes to implement the program. In this meeting, your staff receives position-appropriate assignments to prepare them for the next week’s meeting and to help them become more effective.
Throughout the implementation plan milestones are established to measure your progress and give everyone a sense of achievement.
Monthly classes
Every month we offer classes for every member of your agency.
Web Presence
You may have not tapped into the power of the web. You may not realize the need for compliance with privacy laws. It is important to create a mouse-trap to make it difficult for customers to leave and easier to attract new ones. This proprietary web-based application does all of this and more.
This is more than an agency website. It becomes a part of your sales process, your service process—your entire way of doing business.
Administration Panel
- Unlimited user-created web pages
- Unlimited user-created forms
- WYSIWYG text editor
- 30 user regions for content
- Icon support
- User-controlled theme
- 20 color schemes
- Graphics support
Customer Service
- Pre-loaded insurance content
- Personal Lines
- Commercial Lines
- Life/Health
- 24/7 customer service
- Quotes
- Changes
- Service Requests
- Claims
- My Transactions
- History of all requests
- Copies of attached documents
- Copies of secure communications
- Personalized Customer Sites
- Branded to the customer
- Unique by industry
- RSS feeds
Agent Portal
You have unlimited access to video classes, insurance resources and networking with other Solutions members across the U.S. and Canada.
- secure bookmarks
- video classes
- resource library
- sample procedures
- Solutions agent network
- live classes
- The Source newsletter
- suggested reading list
- live help
It is easy to feel isolated and stuck in old patterns. Sometimes you don’t even know new ways to improve. You need a coach. The Solutions Coaching Program includes:.
* one-on-one consulting
* video training classes
* agency specific webinars
* discussion groups
* live chat
Move To The Next Level
Imagine having insurance professionals and resources available to assist in every aspect of agency management to take your agency beyond anything you ever imagined. You must have someone that can help integrate every area into a coordinated, harmonious plan. That is the coach’s job. Here are a few of the areas that are covered by your Solutions coach:
|
procedures manual |
sales management |