Growth

(If you arrived at this page from the guide, “Real Time Makes Real $$$$$,” please scroll down for resources, which are listed by section and page number.)

Real Time Makes Real $$$$$

Because of efficiencies created by using Real Time and download, agency and brokerage professionals find they have more time on their hands. This allows principals to start shifting the focus of “processing” staff and to create more of a consultative sales culture throughout the organization.

The “Real Time Makes Real $$$$$” guide is designed to provide step-by-step tools to help accomplish this shift. It presents a logical progression for firms that have found success with Real Time and offers a way to get each person in an agency or brokerage involved in marketing, sales and growth.

For those who have not yet made a commitment to Real Time, this guide provides even more reasons to get serious about embracing this initiative.

Using The Guide

The body of the guide is available in PDF format here. Throughout the guide, reference documents are identified. These are not part of the PDF but are available through the links below.

An easy way to use the guide—and access the links—is to download the PDF to your own computer, then read it online. When you come to a list of resources (or any URL, for that matter), simply hover your mouse over the link and click.

You’ll come right back to this page, where you can open the document you wish to view.
Disclaimer: The following items are samples and suggestions. State law and carrier agreements should be consulted before implementing agency marketing- and sales-related processes and workflows.

Acrobat File
Website
Word Document

Resources
Adjust Your Vision (Guide Page 7)	Independent Agencies Making a Paradigm Shift – A Conversation with Young Agents (ACT) Designing an Effective Independent Agent Web Site (ACT) Positioning Your Agency Successfully on Internet Search Engines (ACT) Reaching out to Clients 24/7 (ACT) Webinar: Planning for Profitability, AIMS Society
What Gets Measured Gets Done! (Guide Page 8)	Managing for Success behavioral profile reports – contact AIMS Society at info@aimssociety.com or 877-674-CPIA for a sample report and additional information Sample Compensation / Incentive Plan Presentation Compensation / Incentive Case Study
Getting Started with Real Time (Guide Page 10)	Transition to an Agency Sales Organization—Culture and Process First; Then Technology (ACT) Bolstering Agency Sales & Marketing with Technology (ACT) The POWER of Change® program (AUGIE) Real Time Implementation Guide (Real Time/Download Campaign)
Investing in Real Growth (Guide Page 11-12)	The Right Way to Find New Insurance Prospects & Sales on the Internet (ACT) Show Me the Money...in My Files! (ACT) Insurance Client Prospecting, 2006 Style (ACT) Webinar: Productive Prospecting & Earning Referrals Webinar: Productive Prospecting & Earning Referrals, AIMS Society
Understand and Deliver on Client Expectations (Guide Page 12)	Customer Service Agreement Webinar: Understanding Client Behavior Webinar: Understanding Client Behavior, AIMS Society
Know What Your Customers Want (Guide Page 12)	Sample Survey We Care What You Think client survey, a self-mailer available for purchase through Mines Press If your agency has established good e-mail communications with clients, you may want to consider an online survey, which can be created at any of a number of Web sites, including: www.surveymonkey.com www.zoomerang.com www.keysurvey.com
Know What Your Companies Have to Offer (Guide Page 14)	Productive Agency Visits for Insurance Carriers, a FREE guide, complete with pre-visit checklists Productive Agency Visits for Insurance Carriers
Conduct Regular Account Reviews (Guide Page 14-15)	Family Risk Questionnaire – Auto Family Risk Questionnaire – Homeowners Family Risk Questionnaire – Combined Commercial Lines Risk Management Checklist Personal Lines Risk Management Checklist Customizable, Risk-Specific Risk Analysis Checklists and Questionnaires Tools from RIMS, the Risk & Insurance Management Society
Invest Time in Training (Guide Page 15)	One-day training sessions geared toward account development and client retention and appropriate for producers, agency support staff, and insurance company marketing and underwriting personnel. AIMS Society “Real Time: A Feature of Distinction,” by Laura Nettles