You have probably considered outsourcing specific functions of your business at some point. you'll have even tried hiring a foreign worker to form cold calls, handle email follow up or conduct another repetitive task. Many insurance agents I speak with fall under one among two groups, they're either too overwhelmed to undertake outsourcing, or they need made a limited investment and received either lukewarm or disappointing results.
The truth is outsourcing are often a really effective thanks to grow your business, while freeing up some time , as long because it is administered in an efficient, process based way. I manage an offshore business process outsourcing center and i have worked with numerous insurance agents (as well as people in many other industries) and i have seen what does and doesn't work. Here are my 7 basic pieces of recommendation if you're considering outsourcing.
1. Begin with the top in mind. i do know this is often an over used piece of business jargon, but there are numerous instance of this piece of sense being violated in small business outsourcing campaigns that it bears repeating. Before you are doing anything decide what does one want to urge from hiring outside help. consider it as hiring an in-house employee, would you begin the recruiting process without having a totally defined job description? Don't do this to your outsourced hire either.
2. Are you outsourcing something brand new? If so you would like to copy a couple of steps. Its impossible to inform if any marketing campaign or process are going to be successful before it's actually been run a short time . Before dispensing for a foreign employee make a couple of calls, or conduct the method yourself for a couple of hours to seek out any snags or problems which will come up. Its tons cheaper and easier to repair process problems before you begin then to vary course once you are running.
3. Keeping track. This goes back to process, but you would like a system to stay track of what your agent has got to do, what they're doing and therefore the results. Put this in situ before you begin . many of us find Google Docs to be an ideal fit this. Documents are often edited and therefore the changes are often seen by multiple parties in real time. They also provide email and instant messenger functionality for communication.
4. build up time. If you hire a sales person to figure out of your office you are not expecting them to be closing deals the primary day. an equivalent goes for outsourcing, especially if the method you've got put together hasn't been done by overseas employees before. Take time at the outset and work together with your new hire, hear problems and questions they need and improve the method . fixing the time upfront will make sure you have a scale-able and repeatable process.
5. Deadline and checking in. When starting anything new assign a deadline and have the agent sign up with results. This limits exposure and allows you to seek out any glaring process issues which will be corrected without wasting unnecessary hours or days.
6. Keep it simple. Sometimes the only campaigns also are the simplest. posing for tons of qualifiers might make your lead quality higher, but I can guarantee it'll effect the quantity of leads you get. Start with a basic script and begin building from there.
7. find out your ROI. Know getting into what your ROI has got to be to form this campaign effective. Watch how things are trending, not purely what proportion return you've got , especially at the start . Some campaigns (especially more complicated ones) can take every week or two to urge the kinks figured out . If things are trending right by the top of the second week, but overall a two week test hasn't made its a refund , its probably worth continuing. On the opposite hand if your process doesn't seem to be performing at all its not worth throwing good money after bad, time to retool or try something else.
7 Outsourcing Tips for Insurance Agents
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