The QuanTum Process Designer

Name of Process:

The auTo PiloT conTrol Program

action step action step action step

action step

action step

INSURANCE REVIEW PROGRAM A

Todays Date:

start here

JANUARY

July 1, 2011
1. Who is the Process Manager?

-HW 95 mailed to A (1-65) -Client Profile Kit X, Y, Z -Secure Calls W (90+)

who

HOWARD FELDMAN

1
when

FEBRUARY

-HW 95 mailed to A (65+) and B (1-30) -Client Profile Kit A (1-65) -Secure calls X, Y and Z
who

2
when

MARCH

-HW 95 mailed to B (31-164) -Client Profile Kit A (65+) and B (1-30) -Secure calls A (1-65)
who

3
when

APRIL

-HW 95 mailed to B (165+) -Client Profile Kit B (31-164) -Secure calls A (65+) & B (1-30)
who

4
when

MAY

-HW mailed to C (1-65) -Client Profle Kit B (165+) -Secure calls B (31-164)
who

5
when

Agent-HW95 Interns-Client Profile

2. What is the purpose of this Process?

Agent-HW95 Interns-Client Profile

Agent-HW95 Interns-Client Profile

Agent-HW95 Interns-Client Profile

Agent-HW95 Interns-Client Profile

To establish the steps and responsibilities of our Insurance Review Program. This process is to produce a steady stream of appointments. The actual reviews will be conducted by the Agent, Originating Producer of the Household or both. The program will occur over a 24 mo period.
3. What are the results we want from this Process?

HW 95 mailed by 1st week Kits mailed by 15th

action step

HW 95 mailed by 1st week Kits mailed by 15th

HW 95 mailed by 1st week Kits mailed by 15th

HW 95 mailed by 1st week Kits mailed by 15th

HW 95 mailed by 1st week Kits mailed by 15th

action step

DECEMBER

-HW 95 mailed to H (1-65) -Client Profile Kit G (51+) -Secure calls F (36+) & G (1-50)
who

To be organized and execute all steps in the Process. The goal is to increase our cross sales and retention ratios.

12
when action step

CheCklist for suCCess

Exploiting everyones Personal Gift? Every step in proper sequence? Right people on the right steps? Can anything be delegated? Any steps missing?

JUNE

-HW mailed to C (66-130) -Client Profile Kit C (1-65) -Secure calls B (165+)
who

6
when action step

Agent-HW95 Interns-Client Profile

Agent-HW95 Interns-Client Profile

4. Who is the customer?

HW 95 mailed by 1st week Kits mailed by 15th

action step action step action step

HW 95 mailed by 1st week Kits mailed by 15th

All customers in our book of business.

NOVEMBER

-HW 95 mailed to G (51+) -Client Profile Kit F (36+) & G (1-50) -Secure calls E & F (1-35)
who

5. What experience do we want the customer to have?

11
when

OCTOBER

-HW 95 mailed to F (36+) & G (1-50) -Client Profile Kit E & F (1-35) -Secure calls D (21+)
who

10
when

SEPTEMBER

-HW 95 mailed to E & F (1-35) -Client Profile Kit D (21+) -Secure calls C (131+) and D (1-20)
who

9
when

AUGUST

-HW 95 mailed to D (21+) -Client Profile Kit C (131+) and D (1-20) Secure calls C (66-130)
who

8
when

JULY

-HW 95 mailed to C (131+) and D (1-20) -Client Profile Kit C (66-130) -Secure calls C (1-65)
who

7
when

To feel as if there's a value to having their insurance with our Agency. We also want to uncover needs without the perception that we are trying to sell the client something. The objective is to have each customer feel as if they made the right decision by insuring with our Agency.

Agent-HW95 Interns-Client Profile

Agent-HW95 Interns-Client Profile

Agent-HW95 Interns-Client Profile

Agent-HW95 Interns-Client Profile

Agent-HW95 Interns-Client Profile

HW 95 mailed by 1st week Kits mailed by 15th

HW 95 mailed by 1st week Kits mailed by 15th

HW 95 mailed by 1st week Kits mailed by 15th

HW 95 mailed by 1st week Kits mailed by 15th

HW 95 mailed by 1st week Kits mailed by 15th

Copyright 2010 Insurance Profit Systems, Inc. | All Rights Reserved. No part of this work may be reproduced in any form, or by any means whatsoever without written permission from Insurance Profit Systems, Inc. www.quantumclub.com | www.agencyrevolution.com | support@quantumclub.com | 698 NW York Drive, Bend, OR 97701 | Tel: 541-330-2300