Common Theme From 2010 Agency Visits: Train Your People

Recently, after a whirlwind of a year, Astonish Results CEO, Adam DeGraide and President, Tim Sawyer, had the opportunity to sit down together and reflect upon some of the common themes they saw while talking to insurance agencies.

It’s obvious that as technology changes so must the approach taken by agents. Sawyer commented on the mindset that today’s agencies seem to have, stating: “they discovered that they can drive traffic; they can increase the quantity and quality of traffic to their websites and they can get more sales opportunities,” – sounds like a movement in the right direction. Well not entirely, “the reality is that ultimately is not going to fix anything,” Sawyer responded.

So what will?

“Train you people,” Sawyer said. It’s the common thread Astonish Results has seen from all agency leaders they have met with this year. Both Sawyer and DeGraide couldn’t stress enough the importance of the right people, process and tools and how all of that must flow cohesively with proper, effective training.

“Just because someone has been in the insurance industry for 20-years doesn’t mean they are great at serving the modern consumer,” Sawyer explained. Agents must be trained in a way that they aren’t just told how to do something; they must be shown, in addition to being provided feedback and benchmarking. It all comes down to a “comprehensive, consistent training system,” according to the Astonish President.

DeGraide had a lot of insight to share as well, including the vital ingredient that all agencies should be focusing on, “how well do you communicate effectively with the modern consumer”. DeGraide explained how many people think that marketing their company and selling more policies are results that will spawn from the use of “widgets” and “gadgets”; something the Astonish CEO proves is very untrue.

“Technology will be different next year. The thing that will never change though, is that if you have a good process of training your people on how to sell and serve the modern consumer and you’re willing to go through the pain of what that actually takes to listen to phone calls, to actually monitor what’s actually going on in your business, then these agencies can literally change their lives”.

Like Sawyer, DeGraide highlights how vital detailed training is to the success of the modern agency. He also has high expectations for the upcoming year and the field of insurance marketing as a whole. “What I find really encouraging is that they are starting to get it. They realize what the investment is, they realize what the cost is and most importantly they train their people to convert opportunities into sales”.

As the needs of the modern consumer evolve so do those of the agencies providing them with insurance; it’s all relative to the Astonish “find, keep, sell” method and that cannot be achieved without thorough onsite training.