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"Pat brought a rare combination of abilities to our process redesign project. Pat is a great facilitator that understands all facets…insurance, automation, and most importantly, the human element. Her breadth of knowledge, years of experience, as well as her insight into the future all proved to be very valuable. Pat has given us a great roadmap to process redesign success."
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Agency Culture
Should There Be Creativity In An Insurance Agency?
Tuesday, March 2nd, 2010
This article was created after reading “Driven by Distraction – How Twitter and Facebook Make Us More Productive Workers” from the March 2010 WIRED Magazine. I would encourage you to read the entire article.
My prospects and clients often tell me that they want everyone in their agency to do things the same way. That is what they expect me to accomplish when they engage my services. Well, what exactly does that mean? Do they want a bunch of robots that can’t think for themselves? It is very important that an insurance agency has standards, procedures and workflows and that everyone follow them. But these defined standards, procedures and workflows address processes. What about thinking, negotiating, customer service, marketing and a host of other situations that arise everyday?
Blogging for Insurance Agencies
Friday, May 8th, 2009
Over the past couple of months I have been having my website re-done into a blog forward site. I want to share my thoughts and experiences on:
- Best Practices for insurance agencies.
- How to integrate and maximize your technology.
- Discuss issues relating to agency culture and attracting and retaining the next generation of staff.
- And other subjects of interest to you.
I want to hear from you about the subject that interest and concern you. I am using Intense Debate for comments. You will find this a more interactive format for comments and discussions.
