Work is going to be even busier for a while
Well, the meetings over the last few days went well and people were very appreciative of my organizing them. Many kept telling me I did a great job and that they hope I'm getting paid what I'm worth. I kept saying "Tell Harris. Tell Harris." LOL! I think some of them actually will.
So, yesterday my cross-selling campaign started and will end on April 29. The woman that was here from the home office showed many people an overview and samples of what can be done with the Lead Generation Center tools, and showed me a lot of stuff I didn't know we could do. We can even go in and see an agent's book of business and sort it in a way so we know how many have Term insurance who do not have Whole Life insurance so that the agent can talk to them about converting before the Term expires. Lotsa cool stuff like that.
Therefore, I'm setting up all sorts of one-on-one conversations with people in the office to show them how they can use this software. It can be used for prospecting and for handling one's own clients. There's so much one can do that it's a bit overwhelming to people, so I'm going to make them have a plan before I talk to them so we can be specific to what they need, as well as having a bit of an overview.
Of course, many of our agents are in detached offices. I was thinking of setting up teleconferences, but instead I think I'll plan to go to their offices a few days a month or something. I think it's fairer, since some are far away and in the end it's probably easier for me to go there than for them to come one by one to my office. When I mean far away I don't mean "far away" really, just in the tri-state area. To me, when it comes to driving for work, "far away" is over an hour :)
So, I'm excited and a little scared, but I believe when I have met this challenge I will be rewarded. All this training will help people in the cross-selling campaign and will help me decide if I should do it again in the future and do a smaller version of it for the new agents on a quarterly basis to help them get to their goals so they can get their bonuses and such.
In the end, I figure that if I help the agents achieve their goals, I therefore help the agency as a whole reach its goals, and I will benefit. I hope I'm right.
I set up a cross-selling campaign after seeing some statistics I did not like -- out of over 2 million people who hold a policy with my parent company, less than 10% hold more than one product. These include life insurance, long-term care insurance, disability insurance, annuities and investments. We are really stressing financial planning in my firm so that people have a better idea of what they need for their goals and such, so I think this is definitely an area in which we need improvement. Some agents would rather sell and do fine just as sales people, but much of the newer crop are really getting on board with the whole planning idea.
Anyway, enough about work.
Didn't get in any stitching last night, either. Tried to for about 10 minutes by my brain and eyes were just tired after the hours I put in the last two days at work, so I put it away and went to bed. I have so little left to do, but it's always more than I think.
As for the weight loss, I'm stalling. I need to buy groceries after I get paid but I have to sit down and make up a cheap list that is also healthy because we are going to be very short on money for a while. I don't want to just buy cheap food because that tends to not be healthy, so I need to find a medium. I haven't been to the pool for a week because most of last week I wasn't driving and I was busy all day Monday and Tuesday. Today would normally be my pool day but I'm laying low a bit. I will go on Friday and get back on the horse. I can tell that I need it, not only to lose weight, but also because I do notice my energy is down a bit. I can't blame all of that on the last few days because my energy was down over the weekend, too. I'm positive the exercise is really helping me in that department.
So, yesterday my cross-selling campaign started and will end on April 29. The woman that was here from the home office showed many people an overview and samples of what can be done with the Lead Generation Center tools, and showed me a lot of stuff I didn't know we could do. We can even go in and see an agent's book of business and sort it in a way so we know how many have Term insurance who do not have Whole Life insurance so that the agent can talk to them about converting before the Term expires. Lotsa cool stuff like that.
Therefore, I'm setting up all sorts of one-on-one conversations with people in the office to show them how they can use this software. It can be used for prospecting and for handling one's own clients. There's so much one can do that it's a bit overwhelming to people, so I'm going to make them have a plan before I talk to them so we can be specific to what they need, as well as having a bit of an overview.
Of course, many of our agents are in detached offices. I was thinking of setting up teleconferences, but instead I think I'll plan to go to their offices a few days a month or something. I think it's fairer, since some are far away and in the end it's probably easier for me to go there than for them to come one by one to my office. When I mean far away I don't mean "far away" really, just in the tri-state area. To me, when it comes to driving for work, "far away" is over an hour :)
So, I'm excited and a little scared, but I believe when I have met this challenge I will be rewarded. All this training will help people in the cross-selling campaign and will help me decide if I should do it again in the future and do a smaller version of it for the new agents on a quarterly basis to help them get to their goals so they can get their bonuses and such.
In the end, I figure that if I help the agents achieve their goals, I therefore help the agency as a whole reach its goals, and I will benefit. I hope I'm right.
I set up a cross-selling campaign after seeing some statistics I did not like -- out of over 2 million people who hold a policy with my parent company, less than 10% hold more than one product. These include life insurance, long-term care insurance, disability insurance, annuities and investments. We are really stressing financial planning in my firm so that people have a better idea of what they need for their goals and such, so I think this is definitely an area in which we need improvement. Some agents would rather sell and do fine just as sales people, but much of the newer crop are really getting on board with the whole planning idea.
Anyway, enough about work.
Didn't get in any stitching last night, either. Tried to for about 10 minutes by my brain and eyes were just tired after the hours I put in the last two days at work, so I put it away and went to bed. I have so little left to do, but it's always more than I think.
As for the weight loss, I'm stalling. I need to buy groceries after I get paid but I have to sit down and make up a cheap list that is also healthy because we are going to be very short on money for a while. I don't want to just buy cheap food because that tends to not be healthy, so I need to find a medium. I haven't been to the pool for a week because most of last week I wasn't driving and I was busy all day Monday and Tuesday. Today would normally be my pool day but I'm laying low a bit. I will go on Friday and get back on the horse. I can tell that I need it, not only to lose weight, but also because I do notice my energy is down a bit. I can't blame all of that on the last few days because my energy was down over the weekend, too. I'm positive the exercise is really helping me in that department.
1 Comments:
At 8:28 AM,
Faith Ann said…
I hope the "powers-that-be" recognize all of your hard work and initiative!
I also hope you have some kind of review process where all these people you are helping will have input and the opportunity to say how much work you are doing.
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