A short segment from a YouTube video about boosting team performance by establishing clear expectations, trust, and accountability. The speaker emphasizes communicating expectations across employees, clients, prospects, and carrier/partner relationships; delegating smaller accounts to entry-level staff (an "80/20 trade down"), clarifying who does what between producers and account managers, and maintaining accountability through follow-up conversations.
Chapters
But what's one area that's really been most helpful to you in our relationship? Whether something that we taught or through our training programs or coaching? Yes. So with, with our model, I think a lot of it was communicating and I was looking at some of the things we've implemented and I think a lot of it goes back to setting expectations with employees, with clients, with prospects, with insurance, our partners, our carrier partners. It's so important to help facilitate different conversations when you're setting the expectations up front. So whether it's a new sales hire or a seasoned sales veteran, like you should still be having that conversation. What are the expectations moving forward? So like one thing we, a couple things. We have an 8020 trade down. Our more seasoned producers should not be spending time on smaller accounts that we have more entry level individuals ready to take on and ready to help them grow their book of business. So setting those expectations moving forward, that there is a plan you're going to trust, you know, the, whoever you're handing it down to, there is trust there. Setting expectations with the account managers and the producer relationship, setting expectations with the account managers directly, you know, with some of that, the high performance team type situation. But who should be doing what and how do we do it? So a lot of the things we've done around that idea of setting expectations and then some of the things, individual things we've implemented on top of it have been great so far. But I, I'm going back to just what do we do? Who does it? Who does it well is the most important. And then if we need to be held accountable, there's, we've had that discussion already. So it's more of a, hey, I got it, I'll fix it, we'll move forward.