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Time Management

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  1. Time Management TMK1536 0910 Agent training only. Not for sales use.

  2. Management Fast Start System Winning Game Plan TMK1536 0910 Agent training only. Not for sales use.

  3. Branch Manager - Weekly Schedule – No UMs Monday - Get Monday Right! 7:30 - 8:00 a.m. View and Print reports and pendingpolicy info8:00 - 11:00 a.m. Meet with Agents, discuss pending business, yesterday’s activity, plans for the day, etc, New Agent orientation, Agent Training 11:00 am – 5:00 pm Go to the field – Branch Manager trains agents 5:00 pm – 8:30 pm Sales Call Clinic - Don’t stop until the agent has made at least 25 dropoff/appointments (Sponsorship Activity Model) 6:00 pm – 8:30 pm Recruiting Call Clinic utilizing tools: DynamicIC, Constant Contact, Sigma Voice

  4. Branch Manager - Weekly Schedule – No UMs Tuesday 7:00 - 8:30 a.m. Recruiting Call Clinic utilizing tools: DynamicIC, Constant Contact, Sigma Voice View and Print reports and pendingpolicy info 8:30 - 9:30 a.m. Agent training 9:30 a.m. Go to the field – train agents while producing business 6 pm – 8:30 pm Recruiting Call Clinic utilizing tools: DynamicIC, Constant Contact, Sigma Voice

  5. Branch Manager - Weekly Schedule – No UMs Wednesday 7:00 - 8:30 a.m. Recruiting Call Clinic utilizing tools: DynamicIC, Constant Contact, Sigma Voice View and Print reports and pendingpolicy info 8:30 - 11 a.m. Agent training 11 a.m. – 2 p.m. Hiring Event at Noon w/Agents helping 2 p.m. – 6 p.m. Go to the field – train agents while producing business

  6. Branch Manager - Weekly Schedule – No UMs Thursday 8 a.m. View and Print reports and pendingpolicy info 8:30 - 9:30 a.m. Agent training 9:30 a.m. Go to the field – train agents while producing business

  7. Branch Manager - Weekly Schedule – No UMs Friday 8 a.m. View and Print reports and pendingpolicy info 8:30 - 9:30 a.m. Agent training 9:30 a.m. Go to the field – train agents while producing business

  8. Branch Manager - Weekly Schedule – No UMs Saturday 8 a.m. Monday Meeting Prep: Sponsorships, Sponsors, ADPs, Applications for that week for each agent to identify training opportunities 9:00 - 10:00 a.m. Branch Training — One Product Conduct product training on one product with the goal of introducing an idea that they can take to the field and sell that day. Leads can also be provided as an additional enticement but only if the Agents agree to work the lead that day! 10:00 a.m. Individual Call Clinic