Questions? Call: 877.772.4677
7 Mistakes InStar
Agents Make that Kill Productivity
You are working harder than ever just to stay even. Clients and companies are demanding more and more from you. Commissions are falling against lower premiums. You’re feeling the squeeze.
The grind is starting to wear on you. You know that you have to make every moment count. You need to work smarter, not just harder. Isn’t that why you got InStar in the first place?
So, what is stealing your InStar productivity gains?
We’ve examined exactly what successful InStar agents are doing to use their systems to be more productive and grow. We’ve compared these with what agents are doing that aren’t getting those results yet. Then we developed a series of training and tools, that when used enable you to get more from instar to attain similar results as these best-practices agencies are achieving. But, more about that later.
What did we find?
The first thing that we found was that there are 7 fundamental mistakes that agents make when using InStar that steal their productivity from the outset.
Why are these 7 mistakes so mission critical? Because they not only steal your productivity in their respective areas, but fixing them also establishes the foundation that is required for many advanced productivity and growth features, processes and workflows to be effective.
In fact, we didn’t find one agency that used InStar to its fullest for efficiency and growth that hadn’t eradicated these 7 mistakes from every desk in their agency.
What You Will Learn
7 Fundamental Mistakes Agents Make When Using InStar that Kill Productivity
and How to Fix Them
1 day (held over 7 weeks in focused 1.25 hour weekly sessions)
Sessions include:
#1 - “I don’t know what my system can really do for me.” Many agencies don’t know what InStar can really do for them, so their InStar system lays dormant and underutilized. Learn 6 key benefits that you should be getting from InStar through this overview of a model office.
#2 - Manage Daily Tasks Effectively without Dropping the Ball: Many agencies waste time and suffer serious consequences from dropped-balls because there is no uniform method of managing daily tasks. Learn your first level of defense in InStar.
#3 - Provide Key Data to Eliminate Poor Quality Reports: Principals and managers are often frustrated because they can’t get the reports that they need due to poor, incomplete or inaccurate data. Learn the key data that you need (and don’t need) in your system to populate common and powerful InStar reports.
#4 - Stop Losing Historical Data and Blocking Transaction Flow: Many agencies can’t see a complete coverage history on manually entered policies. Their transactions don’t flow naturally. It's more difficult to find things in THistory than it needs to be. This results in wasted time and E &O exposure. Learn how easy it is to have all your historical records in order and a smooth transaction flow.
#5 - Eliminate Time Consuming Data Entry Wherever Possible: ACORD found that duplicate data entry costs agencies up to 46% productivity loss. Many agencies haven’t started commercial lines download. Many aren’t using the download reports to proactively stop the loss of customers due to issues at renewal. Learn how to get more from your download now.
#6 - Stop Wasting Customer Touches: Many agents only communicate with their customers when there is a problem. Or, they let opportunities to strengthen relationships with customers fall on the floor. Learn to use InStar to communicate quickly, timely, less expensively and with more powerful messages that educate, cross sell and strengthen your bonds with customers.
#7 - Quick Loosing the Names that Cost So Much to Get: Your contacts are your lifeblood. They are your customers, your underwriters and company reps, your prospects. In a relationship business you need to capture every contact so that you can make the most of each and every relationship..
BONUS - 2 Hours Live Q&A: Each week we'll add about 15 minutes or so of open Q&A time to answer your questions. Plus, you'll get to learn from the questions of other agents. This will give your up to 2 hours of extra learning time!..
Don't Miss This Special Session!
If you have any questions, please call us at 877.772.4677 x2.!
Register Today: Save $30
7 Mistakes Agents Make When Using InStar that
Kill Productivity and How to Avoid Them
Recorded Online Format
Discount Additional Attendees - Now 1/2 Price
Studies show that the more people involved in the training, the greater the benefits to the business. So, for 2 days only we are offering discounts to help you get your entire office involved and accelerate your resultsSM.
Schedule
7 Mistakes Agents Make When Using InStar that Kill Productivity and How to Avoid Them
Recorded - On Demand
7 One Hour Sessions
Bonus: Plus 30 Minute Live Q&A
Due to popular demand, we are making the recordings of these sessions available in a recorded format for those who can't attend at the designated time. See Terms.
Who should attend
Whether you're a new InStar agency or broker, a new use or employee in an InStar officer or an experience user looking to learn fundamental system features in a way that helps you eliminate the 7 fundamental mistakes that InStar agents make that kill productivity, this class is for you!
Who should attend:
We designed the class for two key categories of agents that we found often have several of these mistakes:
Existing InStar Users: We found many agents and brokers that have been on InStar for years have fallen prey to these mistakes either from lack of training, staff turn over or from managers not having the information that they need to avoid these mistakes. .
New InStar Users:We found many agencies and brokers new to InStar wanted to learn the system, as well as how to avoid these mistakes before they rob them of the return on investment they rightly expected from InStar.
Why Upgrade to
Basics-2-BlastOff?SM
If you want a firm foundation in InStar essentials, upgrade to Basics-2-BlastOff. You'll receive the 2 Days of power-packed training on InStar Essentials.
You'll receive 7 Mistakes Agents Make When Using InStar that Kill Productivity and How to Avoid Them, and then move on to the additional 2. Basics-2-BlastOff Parts 1-3 not already covered in the 7 Mistakes.
Guarantee, Terms & Conditions:
To best serve participants, we adapt to the needs of the participants. The topics included and the time to complete each topic may vary based on the participants' prerequisite knowledge, needs, questions and learning styles.
Unless otherwise stated, we do our best to mix personal and commercial lines examples in each session. However, based on the class, different examples may be used. If you are interested in a personal lines only or commercial lines only session, please contact us for customized training.
Recorded On Demand sessions are available for 2 weeks after recording. They may be viewed one time by the registered (paid) participant. When viewing, please allow time to complete the full 1 hour session.
* Workflow documentation is NOT included in this class, but is available as part of the Quick-Step Best-Practices Workflows.
