In these tough times, your agency needs to operate as efficiently as possible so that you can maintain your book, sell more business, and round out your accounts. Sit down with your staff ASAP and ask them these basic questions:
- Do you have all of your company information in one place?
- Are your company commissions defaulted in the system?
- Are your producers meeting CSRs once or twice a day to review areas of concern and reduce interruptions?
- Do you require all employees to use handsets?
- Do all employees use dual or triple screens?
- Is every letter a form letter?
- Have you reduced the number of activity types down to 20 to 25?
- Is your office answering all customer calls on the first ring?
- Does your office have an incentive program for employees on time-saving ideas?
Remember, your employees are the experts Work with them to make your office as efficient as it can be – starting today!