By Alanna Begg
While there are no groundbreaking advances in the organizing and planning management world, there are plenty of tips and tricks that may provide you with an “AHA’ moment of clarity and control. The job of a Texan Service Agent is never done. However, these steps to organize can make your workflow a smoother and more calculated process. Let’s picture it as a BLT Sandwich. There are three main ingredients: the Bun (Renewals), the lettuce (Cross Sells), and the Bacon (the One Call Resolution). Shall we dissect this delicacy?
First up are the buns, which we refer to as Renewals. Your renewals are the floury goodness that holds the whole thing together. Work your renewals at least 15 days in advance. Start planning out your execution by using the first few days of the 15 to research and access the renewal, comparing it to the current term to see if any significant changes have occurred to trigger a reshop. Of course, if a reshop is needed, by all means, please complete one. If not, send a “No Better Offer” letter to the insured and called to present and discuss your findings.
The piece de resistance on the menu is the “One Call Resolution.” Without the bacon, would there even be a sandwich?! Handle every client interaction from soup to nuts, meaning as it pertains to the duties of the service department, handle all of the client’s needs regardless of how demanding the task is. Notate the file and send the necessary documentation to the client during the phone conversation to maximize your time. We all know that calls with service requests attached can feel long and drawn out. However, changing your mindset to strive for a better client experience instead of handing it off can create better overall job satisfaction. Before dismissing this as poppycock, consider all the positive reviews and referrals you can rake in by making clients’ lives easier. Besides, you yourself are a client of many different establishments and know how frustrating it can be to get handed off to explain your situation to another person for the 1,000th time.
A complete sandwich always needs a few pieces of lettuce. Lettuce, or in the case, Cross-Sells add the perfect compliment to a well-executed call. Reviewing the client’s current products +can lead to curious questions that reveal gaps in coverage. Identifying these gaps and offering possible solutions in the form of extra needed coverage will always be a great way to ensure the client is well-informed and no stone is left unturned. Keep up with all your cross-sells by adding them to your production tracker with the information from the call so that you can reap the benefit should the client decide to move forward with your suggestion.
There you have it, folks, the classic BLT. Returning to the point, managing your day can benefit you and your clients. The organizational tips discussed in this passage are just a few of the plenty you can choose that would make things flow with minimal restriction. I encourage you to take the time to go through your day and realize your deficiencies and devise a plan of action to improve your workflow. If you need help figuring out where to start, it is always available in the form of your direct supervisor. Although, when your manage your workload, keep these tips and tricks in mind for optimum performance, which will set you up for much success.
