7 Mistakes InStar
Agents Make that Kill Productivity

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7 Fundamental Mistakes Agents Make When Using InStar that Kill Productivity and How to Fix Them

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.

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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 can you do?

To help you see which of these mistakes may be stealing the productivity in your office and how to correct them, we designed 7 laser-focused sessions that will teach you:

• Why these 7 mistakes are so critical
• How to identify where in your agency/brokerage they exist 
  
• How to avoid the 7 mistakes
  
• How to fix the 7 mistakes, if you’ve already fallen prey to them

In addition, we’ll show you why correcting these mistakes are the foundation of using InStar to be more productive. 

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Who should attend:

We designed the class for two key categories of agents that we found often have several of these mistakes:

• 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.
  
• 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.

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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 history of DEC pages on manually entered policies. Their transactions don’t flow naturally and its more difficult to find things in THistory than it needs to be. This results in wasted time and D&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 implemented personal lines download long ago, but haven’t kept up on new companies and new commercial lines of business. Many aren’t using the resulting 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 leave routine correspondence to boring facts letting key opportunities to strengthen your relationships with your customers fall on the floor.  Learn to use InStar to communicate quickly, timely, less expensively and with much more powerful messages that educate, cross sell and strengthen your bonds with your 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!

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Register Now

7 Fundamental Mistakes InStar Agents Make that Kill Productivity
and How to Avoid Them, How to Fix Them

Live - Online - Public Class                              Tentative dates:
7 One Hour Sessions - 1 per week                      Tuesdays, 3:30-4:45 Eastern
Bonus - 2 hours Q&A                                          May 25th - July 6th

EARLY BIRD SPECIAL:

1st 5 Agencies to Register - Bring up to 1 person for FREE
Early Bird Specials as low as $4.²⁹/hour/person
Expiring Soon - REGISTER TODAY

Once the minimum number of agencies have registered, we schedule the live online classes with the registrants at times most convenient for them.