150 Day Renewal Procedures
This document highlights the retention strategies InCite has seen to be most effective. The document puts all retention and renewal strategies into a 150 day timeline counting down to renewal.
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.
Agency Innovation Radar Exercise
This resource is used to identify the areas of opportunity for agency innovation. This exercise scores an agency in the 12 dimensions of innovation.
Be Productive and Exit in Style
If a business owner wants to exit a business in style, the owner must grow free cash flow. That means they must consistently grow the profit. Be Productive and Exit in Style will give you 5 of the most powerful productivity improvements an insurance agency can implement.
These 5 items will dramatically increase the chance of successful internal perpetuation and increase the return for the owner.
Client Retention Assessment
The Client Retention Assessment is a tool for measuring retention by client. Great tool to review clients annually.
Client Retention Plan for the Remainder of 2020
One of the best growth strategies is to retain all your clients! Here are some ideas on how to eliminate competition, renew clients’ policies, and help them successfully get through this challenging time.
Communication Intimacy Levels
The space between us in communication is a distraction to effective communication. We must manage that space if we want to maximize our effectiveness in communicating internally.
This resource breaks down the different communication methods, their problems and best uses.
Conference Value Extraction Report
The Conference Value Extraction Report is used when someone goes to a live event and needs to bring info back home.
Consequence Worksheet
The Consequence Worksheet is designed to help your employees present their ideas to you in a systematic process. Rather than come to you with an issue and ask you to figure it out, the Consequence Worksheet allows your employees to take the responsibility to determine the issue, desired outcome, and possible solutions/consequences. This empowers your employees to think strategically and frees up your time to more quickly and easily make decisions.
Consumer Trend Canvas
A resource used to better understand trends and the opportunity they present to innovate.
Creating A Successful Perpetuation Plan
Feedback shows that people create the value and, to some extent, are the value of a great company. Creating A Successful Perpetuation Plan shows how a highly effective personnel plan will increase the financial and intrinsic rewards to an exiting owner. Without talented leadership, emergency planning, personnel development, and an ownership culture, a financial perpetuation plan could be a waste of time.
Culture Assessment Questionnaire
The Culture Assessment Questionnaire is used to assess merging cultures (agency merger or acquisition). Many firms use the tool for helping clients with acquisitions.
Customer Journey Map Guide
This resource provides guidance on how to create a Customer Journey Map. A Customer Journey Map includes the follow;
- Latent Need
- Awareness of Need
- Search for Options
- Decide on Options
- Bind and Pay
- Recieve
- Experience Goods or Service
- Ongoing Experience
Disruption – Thought Leadership
Disruption requires innovation. So, I cannot give all of the answers to how to disrupt. However, this whitepaper can trigger ideas and strategies within the following areas:
- Technology
- Communications
- Systems/Process
- Resources/Tools
Effective Communications
This is a white paper created by Larry G. Linne that covers the four elements of effective communications.
1. Intimacy
2. Organizational clarity/culture
3. Training
4. Process and technology
Emotional Intelligence Assessment
The Emotional Intelligence Assessment is designed to help with Self Awareness. Understanding your strengths and weakness is the first step to improving your Emotional Intelligence.
ESOP Weapon or Entitlement?
Employee Stock Option Plan is a very attractive tool for exit planning when it is used properly. The tool alone will not get the ultimate outcome in most cases. This whitepaper explores the opportunities and pitfalls of ESOPs.
Fast Track Business Acumen
Fast Track Business Acumen is a tool to help new Producers get business acumen quickly.
GROWTH Culture Inventory
Just as the name states, the GROWTH Culture Inventory tool will help an agency filter through the cultural items to determine the current culture and the desired growth culture.
How Technology Improves Workplace Productivity
This article by Bonita Argent highlights impact technology has or can have on Workplace Productivity. This was created in collaboration with the Productivity Task Force.
InCite Lean Training – Handout
This resource is the handout that supports the InCite Lean Training series.
InCite Lean Training covers the basics of Lean:
- Lean Defined
- Why Lean
- Understanding Waste
- Culture & Process
- Measuring Productivity
- Importance of Leading Change
Innovation Radar
This resource was originally designed by Dr. Rob Wolcott. It is extremely helpful in understanding your different innovation vectors.
Innovation Radar – InsurTech
Drew Yancey developed a resource by utilizing the Innovation Radar developed by Dr. Rob Wolcott and overlaying a current sampling of InsurTech companies that apply to the different innovation vectors.
Inspirational Leadership – Self Assessment
This assessment will help you understand how Inspirational you are and what areas you can improve on. Make sure you take time to reflect deeply when taking this assessment and be completely honest with yourself.
Leading Change – The Process
This resource is a framework guide to the process of effectively leading change in an organization.
It breaks the process down into 5 steps and categorizes the steps into;
- Selling & Buy-In
- Process & Sustainability
Lean Culture Assessment
Everyone in an organization impacts a Lean Culture. The purpose of this checklist is to self-assess, as leaders, your strengths and focus areas in your Lean culture.
LEAN Process Worksheet
A worksheet that takes you through a current process, how to identify ideal outcomes and a future process.
Lean Waste List
This resource helps you identify and prioritize the Waste areas inside your organization.
Natural Talent Clarifier
The purpose of The Natural Talent Clarifier is to help you “zero in” on your Natural Talents.
The Three Tests – Natural Talents are those things that:
• Give you great Energy when you do them
• You do with a great deal of Skill, and you know that because people tell
you
• Produce significant Results
Peak Season Strategy Success – A Healthy Mindset
This is a quick overview document to help you establish and maintain a healthy mindset during your Peak Season to ensure Success.
Here is the video that Maura created to explore the impact that a Healthy Mindset plays during peak season.
Peak Season Success – Pre-Work
This resource will help you understand what Success will look like during your Peak Season.
The Series of videos that go along with this resource can be found here – Peak Season Success Strategies
Peak Season Success Strategies – Define Success
This resource will help you understand what Success will look like during your Peak Season.
The Series of videos that go along with this resource can be found here – Peak Season Success Strategies
Personal Leadership Training Program
This work book goes along with the Personal Leadership Training Program video series.
This program will give you many of the tools necessary to become a great leader. Make sure to put the work into this program. If you read, study, participate in group discussions, watch all the videos, and apply what you learn, you will look behind you and see people following!
Plan On It!
Everyone will eventually leave his or her business. Most agency owners are aware that detailed planning will give them the best chance of decreased taxes, improved value, and higher probability of meeting personal goals. However, most don’t take the time to plan. Plan On It! provides actionable steps you can take as you consider your perpetuation plan.
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.
Time Maximization Tool
Time Management is so important on a day to day basis. However, “Maximizing Time” allows you to focus on key priorities. This tool will help you with prioritizing your priorities so that you can make good decisions on where you are spending your time.
Training and Development Sheet – Account Manager
Training and Development Sheets are designed to give your people a simple and easy method to develop themselves throughout the year.
Training and Development Sheet – Leadership
Training and Development Sheets are designed to give your people a simple and easy method to develop themselves throughout the year.
Training and Development Sheet – Sales 1.1
Training and Development Sheets are designed to give your people a simple and easy method to develop themselves throughout the year.
Training and Development Sheet – Sales 2.1
Training and Development Sheets are designed to give your people a simple and easy method to develop themselves throughout the year.
Training and Development Sheet – Sales 3.1
Training and Development Sheets are designed to give your people a simple and easy method to develop themselves throughout the year.
Value Based Fees – “How to charge and get what you are worth”
Larry Linne put together a quick notes package for the fantastic book, Value Based Fees by Alan Weiss.
This is a great summary with insights into how to run a successful consulting operation and making sure you get paid appropriately for your time.