Those Gosh Darn SOPs - Part 2

SOPs are standards operating procedures. Whether you call it a check list, SOP, or guideline, your insurance agency needs a system in place to maximize efficiency, make training easier, and to reduce the risk of errors. In this episode, we will discuss the 3 minimum ones that you need.

Show Notes

Insurance agents have a lot of tasks to complete, so they should have a system to make it easier to know what to do each time that they process a transaction.  Whether you are working on a new lead, completing a sale, or cross selling, by creating a system to get it done, you can reduce your work time and make it easier to operate you insurance agency.

What is Planet of the Agents Insurance Podcast?

The Ultimate Insurance Agents podcast for the property and casualty insurance industry. Grow your agency, retain clients, compete in the modern world.