Agenda

• Start with Why
• The How’s
• Key Three

Start with Why

• The “End in Mind”
• Remember the Three 100’s

1.    100% Effective Retention

2.    100% Full-Time Clients

3.    100% Goal Attainment

• The Three R’s of Full Time Clients

1.    Revenue/Client

2.    Retention

3.    Relationship

• Pivot from Transactions to Relationships

 The “How’s”

• Culture
• Client
• Expectations
• Upfront Q’s & Reviews
• Annual Reviews
• Preparations
• Incentives
• Compliance

Culture

• The language & behaviors are normal
• Culture vs. Process
• Buy-In

Client

• It’s all about them!
• How does a FTC benefit your clients?

Expectations

• Establishing the “Rules of the Game” upfront
• Their Rules – Why of Doing Business
• Your Rules – Way of Doing Business

Upfront Questions

• How did you hear about us?
• Who are you with now?
• Why are you looking to change agents?
• What do you value most?
• What frustrates you today concerning your insurance program?
• PL & SCL Risk Surveys

Annual Reviews

• Policy summary
• Coverage gaps/recommendations
• Round Out/X-Date
• Referral Generation
• The One Thing

Preparations

• Being ready to play the game
• Low Risk vs. High Risk Practice
• “Every event deserves my very best!”

Incentives

• Compensation
• Contests

 Compliance

• Non-Optionals
• E & O Protection

 Key Three

Key Three - Why - 1st Actions

Summary

• FTC Only is the right thing
• The Better Way for clients, team members, carriers & your agency overall!

Special Offer

Summer registration is closing July 1st. Don't miss out your chance to register now!

Remember, as an AAC client, you'll receive a $100/month on the lifetime of your membership. Use code AAC at check out.

WHAT: The Better Way Agency

The Better Way Agency is the first Members Only training program of its kind in the insurance industry that shows agency owners simple ways to do things better, get great results, and be much more profitable.

The Better Way combines the expertise of Roger Sitkins and Angela Adams Consulting to provide ongoing training and resources that guides agencies toward improvement of their overall operation.

HOW: Web Based & Online Coaching

What makes this program better than other web-based training programs is that it blends easy "plug and play" training with Concierge support, and live coaching sessions. The university is packed with:

• Content rich video and training tools
• Training tracks for all levels of staff
• Trackable course progress
• Live coaching sessions with Roger, Angela, and their Teams

WHY: There's a way to do it better!

The Better Way Agency Experience focuses on the Four Core functions in an Independent Insurance Agency and begins with a six-month curriculum for each of the Four Core.

1. Leadership - Owners and Managers
2. Sales - Sales Management and Producers
3. Service - CSRsAccount Manager/PRM/CRM/Claims/Processor
4. Finance & Admin - Accounting, HR, Automation/General