July 2011
Strategies for Success Newsletter July 2011 Issue 67
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Published by Emily Huling Selling Strategies
www.sellingstrategies.com
Copyright 2011 Emily Huling. All rights reserved.
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In this July 2011 issue:
Thoughts from the road
Have you read…?
Thoughts to ponder – follow up
On the road in 2011
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1. Thoughts from the road
Airline Efficiency
No, that’s not a misprint. It happened on my flight from Charlotte to Orlando to attend the NetVU conference in April. We had clear weather and a plane at the gate. The posted on-time departure actually looked realistic. Except for the third critical factor in getting us off the ground – the crew.
Ten minutes before boarding, the gate agent announced the status of the flight. Our crew was on a delayed flight which was due to arrive in about thirty minutes causing a delay in our departure time. Bummer. Two minutes later, the gate agent came back on the public address system. “Great news,” she said. “We have a crew with a long layover here who are available to get your plane ready to go and get you boarded. By the time your crew arrives, we’ll be all set to go.” Wow! Everyone at the gate cheered.
Experiencing a back-up plan that worked seamlessly made we wonder how many insurance operations have effective customer service back-up plans if an employee is unexpectedly unavailable. Can one employee easily step in to another’s role? What standards should be followed to be certain customers are taken care of and important issues are not missed?
Suggestion: Make this an agenda item at your next meeting. Discuss strategies to create a back-up plan that works well for customers and employees. If your office has one, take a moment to revisit it and make any adjustments necessary.
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The link to view our Yellowstone National Park trip pictures did not work in the last issue. Sorry about that. Here’s the link again. Yellowstone Pictures Another way to access the link to the pictures is from the About Emily page on the website.
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2. Have you read…?
What a learning experience it has been helping my mother, age 84, and her long-time significant other, Matt, age 89, choose a continuing care retirement community (CCRC). I couldn’t have gone through the process without the help of the book by Bernice Hunt titled Where Should I Retire? A Guide to Continuing-Care Communities. This primer provided the basis for our search – understanding the options, terminology, and what’s important to pay attention to for both the short-term and long-term.
It was written in 2006 so it’s a little dated on the CCRC options (there are many more now), but the factors to consider, the questions to ask, and the checklists provided are invaluable. The expression on the faces of the CCRC marketing people as we talked and questioned them was a testament to how well prepared we were.
The book can be purchased online through Barnes and Noble or Amazon.com.
On a personal note, Mom and Matt, who have lived in Sun City, AZ for over 20 years, made a sound choice for themselves. They’re moving to a beautiful independent living apartment at the The Forum at Desert Harbor in Peoria, AZ. If you are going through this process, I’d be happy to share my newfound knowledge. Please don’t hesitate to get in touch.
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July’s Energizer Minute
Tune in to hear Let There Be Light. Go to the www.sellingstrategies.com home page and click on the Energizer Minute.
Get your copy of The Energizer Minute Collection CD. The first 24 Energizer Minutes on CD recorded from January 2009 through December 2010. Receive a complimentary copy on product orders over $50.
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Special announcement!! The wholesale insurance industry has a new publication call WIN – Wholesale Insurance News! I’m thrilled to have an article in the May 2011 inaugural issue, page 18, called Underwriting the Customer Relationship. And check out the new slick format to read this online magazine! Sign up for your free online subscription.
Here’s the link
http://www.nxtbook.com/nxtbooks/naylor/AMGQ0211/#/0
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3. Thoughts to ponder
Get it or earn it? The follow up
Last month, I relayed the tale of Ron and Joe. Ron, a new agency producer, was hired knowing he had to earn his private office space by meeting a production threshold. After a month, Ron asked Joe, the agency owner, if he could have that office immediately stating that a private space was needed to enable him to reach his goals. (For the whole story, see the June 2011 issue archived on www.sellingstrategies.com under Newsletters.)
“Earn it, Ron,” was the unanimous feedback from the six readers that responded. One reader put it this way. “An office does not a salesperson make.” A couple of readers encouraged Ron to keep his eye on the prize, that goals are not met by your surroundings but rather what you are willing to put into the job.
My view: I totally agree with the readers that said Ron should not get his own office at this time. I would like to add some additional thoughts as to why it’s not a great idea now or maybe never.
As a new producer, whether seasoned or inexperienced, Ron needs to be “on the floor.” By sitting among CSRs and account managers listening and observing, Ron can hasten his learning about agency standards, procedures, coverage, carriers and clients. In fact, many agencies today are making CSR work an integral part of a producer training program.
How much should Ron be in the office? Sales technology and tools are mobile now. Has Joe equipped Ron with the means to work wherever and whenever he wants?
Successful producers know that being in the office too often means they aren’t with clients or attending networking events. Too much office time means distractions and getting involved with service issues when there is staff to do that job.
Who are Ron’s producer role models? Are the producers Ron wants to emulate order takers who sit in their comfortable offices waiting for the phone to ring?
The environment for producer success has changed with mobile computing, social networking, virtual learning, and new and different views of a positive workplace environment. Perhaps Joe should never have made the office a prize. Rethinking what makes producers successful in this new world is a must for every agency owner.
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Never be afraid to ask “Why?” “Why not?” and “What if?” EH
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For dozens of resources to build individual and organizational top performance, visit www.sellingstrategies.com or get in touch with me at emily@sellingstrategies.com or 888-309-8802.
Apply Coupon Code NEWS11 to receive a 20% discount on all online product orders.
Receive a complimentary copy of The Energizer Minute Collection CD on product orders over $50.
Feel free to share any of my free stuff, articles, or newsletter content as long as proper credit is included.
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Two Hours to a Winning Sales Plan
New Audio Sales Program for Producers is Now Available for Purchase
Few producers follow a step-by-step program for sales success. In less than two hours, producers can create a winning sales plan by listening to audio and using downloaded materials. This fast-paced, detailed instructional guide includes:
5 key commitments of all winning producers
10-point quiz to assess your current plan and process
How-to instructions to create your personal sales plan which includes a situation analysis, personal mission statement, strategies, goals, and activities
Supporting resources to download include a sample plan, prospect tracking sheet, client visibility chart, sales activity sheet
Use Coupon Code NEWS11 to receive a 20% discount and a complimentary copy of The Energizer Minute Collection.
For more information and to order your copy Click Here.
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On the road
Business travel is taking me to these places. Please give me a call if you’d like to connect when I’m in your area.
Agency Management CIC, Tempe, AZ July 14, 2011
Private client – Brenham, TX August 22-25, 2011
Private client – Oklahoma City, OK September 26-28, 2011
Independent Insurance Agents of Oklahoma Small and Rural Agents Conference – Norman, OK September 29, 2011
NAPSLO Annual Convention – San Diego, CA October 10-13, 2011
Private client – New York City, NY October 27-29, 2011
Private client – Lansing, MI November 17, 2011
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Selling Strategies: Strategies for Success Newsletter is published by Emily Huling Selling Strategies. For further information contact emily@sellingstrategies.com.
© 2011 Emily Huling. All rights reserved. Feel free to share our newsletter if copyright and credit are always included.