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Agent Notifications - Coggle Diagram
Agent Notifications
Problem - agents aren't selling/closing enough apps
New Agents
Established Agents
Starting apps count
Why aren't they finishing started apps?
Problem with bank info
Realizing client will be declined
Realizing too late wrong product fit for client
Not having all signers available - tips on reducing signers (can change payor/owner after point of sale)
Have we gathered any results from persistency metrics to see where cases are falling off?
Maybe shopping around and have multiple apps in with different carriers? Ultimately choosing another carrier.
eApp process takes too long and client halts sales meeting
If we had some type of pop-up or chat in app when case entry "slowed", would that help agents push past a stuck point? "Need help?"
Too many declines - gather metrics on # of declines per agent and prompt communication to offer tips
What leads are they using? Tips on how to spot insureds likely to be declines? Pre-screening?
Closing apps count
Cases lapsing too soon
Bad bank accounts
Training for agents to know flags for bank account types with bad retention?
Do we have agents with repeat instances of trying to use bad accounts?
Product client can't afford
Anything additional we can provide for better needs assessment? Credit check? What to look for in meeting with client?
Buyer's remorse
Would agent follow up help here? A chance to assess client's fears/worries and possibly conserve business or pivot to another product option?
Agent follow up needed? Heads up needed on policies entering grace to conserve?
Quality of insureds - poor mortality
Are they just not selling? Why?
Need training?
Product training
System training
Sales success tips
Better incentives/commissions/bonuses
Can't get good leads?
Other part time or full time gigs
Tech issues with on-boarding/registration
Selling with other carriers instead
Don't like products we offer/clients looking for other options we don't provide