I just need to thank Bob for all he’s performed for me plus the enterprise. When you change my business, you adjusted my lifestyle. thanks!
I’ve normally needed to function with a business coach, but just couldn’t appear to be to locate the correct individual until I achieved Bob. He's very knowledgeable, authentic and focused on how I'm able to Reside my greatest existence while excelling in my vocation. He’s taught me much in a short period of time and proceeds to keep me on course with Expert and personal plans when enjoying the journey.
If we haven’t lined what your insurance agency is looking for right here, achieve out anyway! allow us to know regarding your company and we can find out if we have been a healthy.
you may make use of our products and services as a result of online video conferencing nationwide or in man or woman. We now have organization coaches to cover the East and West Coasts, meaning we offer coaching methods in forty eight states across the nation.
chances are you'll hear not comfortable truths, and have check here priceless guidance that can acquire your agency to the following degree For anyone who is ready to place from the get the job done and energy.
near Billing and Payments offered by: Elizabeth Rodriguez How do I submit payments in QQCatalyst? This session will go over subject areas for example developing expenses, getting payments, reconciling top quality sent, printing invoices/receipts, and the proper strategy to setup a coverage depending on how it is becoming compensated And exactly how Fee is gained. We'll look at particular experiences that will help you monitor your billing facts.
Melissa has worked in insurance for because 1989 shelling out time in 3 distinctive independent insurance companies.
Just planned to say thanks Bob, for your planning and assistance you supplied to me. The numbers communicate for by themselves. Our gross sales have over doubled, our Internet retained earnings are up seven%, our overdue receivables have declined by 40% and our workforce has doubled.
Our company Foundation is actually a consultation plan that features savings on agency expert services, usage of third-social gathering companies, entry to profitable and tested methodologies, and many basic but important helpful hints to transform your insurance internet marketing practices and product sales process.
everyday, OAA allows impartial insurance agents enhance their businesses to be able to see their desires appear correct.
!. His program, coaching and professionalism will just take both you and your agency to another amount. My crew feels organized and self-assured, our Strength stage is up and the In addition our development in phone calls, offers and profits have long gone up! thanks. – Alma C.
due to the fact 1998, Kevin has used his time constructing and supporting the technology infrastructure of independent insurance companies. He's passionate about the numerous Gains technological know-how has in increasing the overall high quality of customer support and worker morale. Kevin specializes in making sure company staff members can attain, and trust in, the info desired for their Work opportunities, and having the ability to use all of their software package characteristics like down load, product integration, workflows, type letters, and proposals.
We’ll talk to thoughts that raise detailed solutions and watchful introspection, which forces you to consider the character of your small business model and how helpful it can be.
according to the issues your agency is dealing with, the answers may be distinct-Reduce, or they might need a further think about the internal Performing. regardless of the is critical, we’ll perform via all of the possibilities to pin down People pesky issues.