Advisory Services
What type of service includes one-on-one guidance to help improve performance in an agency?
Coaching
What is the role of a Virtual CFO in an insurance agency?
To provide financial guidance and strategic planning.
What is the title of the that Angela Adams Consulting provides for our client's new hires?
"8-hour new hire training"
What is the primary purpose of Lighthouse Academy (as a subscriber)?
to provide specialized training and resources for agency personnel.
What is one way the marketing team helps improve customer experience in an agency?
by enhancing the agency's online presence
Which of the following services focuses on enhancing operational efficiency and management?
Consulting
Which accounting service is designed to help new employees become familiar with agency processes?
New Bookkeeper Training
What is the focus of account management services?
To manage and maintain client relationships effectively.
Name one feature that the On-Demans Library offers to agency personnel.
Access to a variety of training videos and courses
What role does social media play in agency marketing?
It helps engage with clients and promote agency services
What is the primary goal of the coaching services offered by Angela Adams Consulting?
To improve agency performance and growth
What is the purpose of the Accounting Report Card service?
To evaluate the financial health and performance of the agency.
How can staff assessments improve agency performance?
By identifying strengths and areas for development among employees
How can agencies benefit from subscription options in Lighthouse Academy?
By having customized training packages tailored to their needs.
Describe how customer experience mapping can lead to increased retention.
by identifying pain points and improving the customer journey
Name one benefit of virtual human resources management in an insurance agency.
It provides access to expert HR services without the need for a full-time employee.
How does bookkeeping differ from insurance accounting
Insurance accounting requires specialized knowledge of industry-specific regulations and practices.
What are some of the topics that an 8-hour new hire training covers?
basic procedures, system specific procedures, and job expectations
What type of content can be found in the library of Lighthouse Academy?
Software-specific training materials and industry best practices
What are some marketing strategies used to enhance an agency’s online presence?
SEO, content marketing, and social media engagement
How does virtual operations management support agency growth?Answer
Name one key benefit of outsourcing bookkeeping to an external firm.
It allows agencies to save time and reduce operational costs.
Describe the significance of processing services in insurance management.
They ensure timely and accurate handling of insurance transactions.
How does Lighthouse Academy support training and development for agencies?
by offering a structured and accessible platform for learning
How can email marketing impact customer engagement and loyalty?
by providing personalized communication and valuable offers to clients