Digital
This SLT is leading in June Online Reviews as of June 25th weekly tracker
TBD
Bay Area quoting thru 6/18 (weekly MAASS) compared to prior year to date.
What is up? (by 4%)
What is PIFF?
These 4 things are the Disciplines of Execution
What is:
-Focus on the Wildly Important
-Act on the Lead Measures
-Keep a Compelling Scoreboard
-Create a Cadence of Accountability
This is the maximum MLD auto discount offered to customers
What is 28%?
This OneNote notebook stores the 2021 Bay Area Marketing & Sales reports
What is the Bay Marketing & Sales Collaboration Calls?
Because agents with 3 + tactics write 157% more RNA, Name 3 of the 6 "official" marketing tactics included in this comparison.
What are:
What is:
a life browsing opp is created
a life browsing journey is started
WIG is an acronym for this
What is Wildly Important Goal?
This is have been proven to be one of the greatest benefits of multi-lining customers
What is retention
True or False: Agents can sponsor a virtual event and receive an Event Fund reimbursement with 0 lead count
True
These 'free' tactics can be used by agents to generate auto quotes
What are:
(Feel free to add tactics)
Name any three customer details that can be found on the Simple Conversation Dashboard 2.0
What is age, retirement income, employment income, concern, social security benefits
The things we do at work that are important, but not critical to making progress on our goals.
What is the Whirlwind?
This is a field in an Opportunity that an agent/team member can use to identify a multiline sale
This is how long a Google My Business post stays live
What is 7 days?
Auto Quotes Provided will be tracked in ECRM as long as an agent or TM does one of these things.
What is attach the auto quote, update the stage to quote provided or enter the quote provided date? (are these right?)
For Honor Club, this is the max number of scorecard points an agent can receive
What is 125 points?
Front Run is consider to be this, as it relates to 4DX.
What is a lag measure?
What is 87.89%
Google considers these three factors when evaluating an agents online review activity
What is Quality, Quantity, and Response?
According to Harvard Business Review, to have the optimum ability to contact a lead, you should make a call within the first ____minutes and follow up at least _____times.
What is 5 minutes and 6 times?
Name 3 customer lists/reports agents can use to fill their life sales funnel.
What is:
Select Term Expiry report
Term conversion
I/J report
Birthday Alert: cross sell/upsell
GIO
Life High Propensity X
This is the ideal # of WIGs to achieve success when setting goals
What is 2-3?
___________ territory leads the Bay with the highest auto MLD with life percentage at _____%.