http://agencyupdates.com Get more sales and growth from your agency staff by creating an effective employee development plan.

1. Monday, July 7, 14

2. You’re Only As Good As
Your Team
Customer service has a direct impact on sales, retention, growth,
income. Every part of your business.
Are your clients getting the best service possible?
Is your team focused on the customer? Or doing as little work as
possible?
Do you have a plan in place for employee growth?
What’s good about working for you?
Monday, July 7, 14

3. Regular Reviews Are
Important
Without goals and feedback, it’s hard to gauge performance.
How do you hit a mark without knowing what the mark IS?
How often are you evaluating and setting goals?
Monday, July 7, 14

4. Sample Employee
Development Plan
January - Annual Goal Setting for Upcoming Year
April - Goal Check-In
July - 6 Month Performance Review
October - Goal Check-In
December - Annual Performance Review
Monday, July 7, 14

5. The Purpose
Most of the year is spent setting goals and coaching your team in
what to do to achieve them.
It’s not about “you did good or you did bad.” It’s setting a
standard and creating accountability.
It allows you to see if someone is committed and moving forward
or just going through the motions.
Monday, July 7, 14

6. Give Them Something To
Work Toward!
Most employees want to move forward in their career at some
point - making more money, having a higher title, etc.
If they don’t see that potential in your agency, they’ll look for it
somewhere else (and you’ll be back to square 1 with a new
employee)
Monday, July 7, 14

7. How Can They Move Up?
When do you want them to get their P&C license?
What about a Life license?
When can they start earning commissions?
What does it take to become a manager?
When do you offer higher base salary? Or is everything on
commission?
Monday, July 7, 14

8. Create A Plan (and stick to it)
By creating an employee development plan, consistently
checking in and following through, and offering incentives to
move up - you’ll get better employees!
(Which means higher sales, higher retention, faster growth, and
a more valuable agency.)
Want more ideas to grow your insurance agency? Visit
www.agencyupdates.com today.
Monday, July 7, 14