Those Gosh Darn SOPs - Part 2

from Planet of the Agents Insurance Podcast · host Dave Baker

Insurance agents have a lot of tasks to complete, so they should have a system to make it easier to know what to do each time that they process a transaction. Whether you are working on a new lead, completing a sale, or cross selling, by creating a system to get it done, you can reduce your work time and make it easier to operate you insurance agency.

What this episode covers

SOPs are standards operating procedures. Whether you call it a check list, SOP, or guideline, your insurance agency needs a system in place to maximize efficiency, make training easier, and to reduce the risk of errors. In this episode, we will discuss the 3 minimum ones that you need.

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Those Gosh Darn SOPs - Part 2

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This episode is 26 minutes long.

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This episode was published on September 9, 2020.

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