SOPs
What does SOP stand for?
How many breaks should you take in a day?
2 15-minute breaks (and a lunch)
Give me one reason its important that an agent uses a CRM?
To make sure they have a consistent followup process, to make sure that leads don't slip through the cracks, so that producers can be held accountable for working the leads the agent purchased.
What tab in the AM playbook will help you structure your day?
Daily Schedule
How many hours of talk time are you expected to achieve daily?
3 hours
What document has a variety of resources needed for day to day operations?
AM playbook
How do you identify floor pricing on calls?
By checking the Monthly Pricing guide
What is one metric we must align on with our agents during WT calls?
CPA
How much talk time should you be getting per hour (On average)
20 - 30 minutes
What diversification score are you expected to have?
1.8
What two systems track if you are on time?
Paychex and logging into admin
When should you review the SOP document?
Anytime you need to!
Name one Key thing we must discuss on the billing tab
Rebill, No refunds, CC on File
What is the minimum hours of operation on the call and lead settings?
25 hours
What are the two primary goals to achieve within your first 12 months?
50 active clients or pacing to $1 million in revenue
What percentage discount requires manager approval on pricing?
Anything more than 60% off retail
What three key things MUST you do if you are going to be out of office? (After you have received approval for PTO)
Vacation Responder in Email, Phones Forwarded, Slack Icon on
Why do we not offer refunds on an agents remaining balance in the event of cancellation?
Because funds deposited into the account have already been spent on marketing for that agency.
How long after your start date should you wait before requesting PTO?
90 Days
How many accounts are you expected to gain/manage within your first 90 days?
20
What percentage should your revenue be increasing daily?
20% daily to achieve 100% by EOW
If you are remote, can you work from anywhere?
NO, you must get express consent in order to work somewhere other than your normal working location
What are some common goals agents have for their offices?
Item Goals, Premium Goals, Conversion Rate, Quote Rate, Contact Rate, CPA
What is the name of the system we use for the majority of our reporting?
Periscope
Name at least 1 way you can demonstrate professionalism (Outlined in the scorecard)
Punctuality, responding to internal stakeholder calls, emails and slacks in a timely manner