All We do is Win Win Win
This was our highest total NB production month of the year.
What is January.
This % is our Plus Pipeline NB target.
What is 40%?
The #1 thing agents say make us their preferred carrier.
what is a lot answers :)
This % is our at risk indicator for retention.
What is 80%?
This is our 3 pillars.
What is NB, Renewals & Ownership.
This sales leader is highest % to goal for Express.
For pipeline purposes, 60% and 40% represent these funnel conversions.
What is convert to quote and HR%?
In term of carrier and agency relationships, 92% represents this.
Top 3 % of book (44%-26%-22%)
This BU retention is our north star.
Who is CAG.
These are the 3 tactic themes under each pillar we control 100%.
Visibility, Investments and Pipeline.
This sales leader has the most Plus NB YTD.
Who is Deb Hopkins, over $1m.
Through July, this SE produced the largest single pipelined account with opportunity grade of "A."
Lindsey Sims, $64k in April, Apts
There are many tactics to drive agency engagement and relationships, name two.
What is visibility, AE visibility, perf plus, lead list, investments, etc
YTD, this % represents our team retention?
What is 79%. Express 81%, Plus 78%.
Per last team meeting, these are the 3 ways we will measure success 2H of year.
This sales leader is the highest % to NB Plan.
Who is Janet Marquardt, 151%.
Through July, this SE leads the team in total pipeline convert to quote & plus convert to quote.
Latisha Coleman, 88% & 91%.
This 3 letter word carriers great importance to understand when leveraging "Impact Sell."
What is "Why?"
Name 3 actions we take that directly influence improve retention.
What is visibility - proactively engage agents before key renewal dates. Collaboration with UW to identify pricing/coverage/cross sell. VIP mid term relationship check ins to reinforce partnership and retention.
There's is others :)
This SE launched a unique visibility tactic.
Keith Pennix, Agency Council.
This was our highest Plus NB month of the year.
What is July?
YTD, this % represents how much of our team Plus NB has come from pipeline.
40% - PSA Dont forget to sync, if not it will understate our output.
This SE has the highest NB producing VIP, name the SE and agent.
Who is Meredith & Novum, $850k.
This SE had largest increase in retention from Q2 to July to break 80% Retention.
Who is Joseph Pucci, +4 pts.
This SE was first to optimize technology for efficiency and visibility.
Brandi Sheets, Digital Sales Room.
Team - we need to utilize SF app as well.