Implementing Insurance Agency Processes and Tasks - 30 Minute Lunch and Learn
Dec 14, 2022•29 min•Season 2Ep. 19
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Episode description
In less than 30 minutes you will be able to master implementing a new process, task, or workflow inside of your insurance agency.
In this session, Dr. Williams explains the S4TS Method of implementing a process or task in an insurance agency:
1. Standards
2. Time Blocking
3. Selecting the Best Tasks and KPIs
4. Tools and Automation
5. Training and Roleplay
6. Spot-checking and Retraining
Learn more at www.inspireanation.org
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