Right Hire Interview – Producer
This three interview process is part of the Right Hire system. It includes scenarios, questions, scoring and objectives.
Utilizing this interview system will dramatically improve the chances of hiring producers with the characteristics necessary to be successful.
Purchasing Insurance Using Multiple Brokers
InCite has studied market selection for insurance that is purchased through an insurance broker bidding environment. Our research has shown this model to have extreme poor outcomes and consequences.
Simplified General Risk Treatment Profile
This resource provides the questions, answers and graphical analysis for a successful Simplified General Risk Treatment Profile. This assessment is meant to be used as a tool to gauge a companies risk tolerance and preparedness. This resource is meant to be used a sales tool that helps you efficiently show a prospect how you work differently.
Account Manager Power Start Up – Workbook
The Account Manager Power Start-Up™ program is designed to help new Account Managers. Account Managers can be young, old, experienced, or inexperienced. The goal of this program is to get them started up in proven skills and behaviors to maximize their performance.
This program is an online training program that is designed with coaching support. The agency will provide coaching support to maximize the outcome.
This program will help you understand where you are at, where you are going, and how to get there.
Agency Growth Manifesto
This is an example of an Agency Growth Manifesto. These are the beliefs InCite has and it can be used as a template to create your own agency growth manifesto.
Larger Producer Growth
Producers “try” to fill their pipeline. They want to sell more business. What keeps them from being successful is typically NOT work ethic or effort. What keeps them from full pipelines is lack of productivity (success in their efforts). Use this resource to better understand how a Producer achieves sustained growth.
The 35 skills of the Perfect Producer. Tool helps identify where an agency can fill the gaps.
Insurance Company Annual Business Meeting Agenda
Document to guide the perfect agency meeting with an insurance carrier.
Merger or Acquisition Cheat Sheet
Document to help think through items in due diligence.
Producer Success Toolbox
The Producer Success Toolbox is designed to help aide in planning and execution. The tabs to the far right are used in planning. The Roadmap is used in annual summary. And the Navigator is monthly.