A short conversation from a YouTube video about implementing high-performance team meetings in an insurance agency. Speakers describe weekly 1.5-hour one-on-one meetings between producers and account managers that reduce reactive calls, strengthen relationships, increase retention, and improve communication through proactive engagement and appreciation.
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High performance team meetings. When we first heard that, it really made me sit up because while we always had a good relationship with our producers and our account managers, it wasn't a once a week, maybe hour and a half, everything's off your desk. It's, it's one on one focus from expirations to new business to, to what is bothering the AM right now. Because there's many times that something's bothering the AM and they can't address it right away. But in this hour and a half they've got it written down and they're able to address. Eliminated so many daily calls to producer just, just asking, can you go into their management system and get this for me? I don't need it till next week. It eliminated that call. It is strengthened the relationship between the account manager, the producer, increased our retentions and and I'm going to tell you, the relationship between these two is so much stronger. They've gotten to know each other better. They know their families more. They know what they did, you know, didn't know they were fans of Oklahoma. Just in small talk. But if I can, if I can emphasize one thing that we pulled away that has helped our agency is high performance teams. It's made a big difference.
Yeah, thanks for sharing that. I. Yeah. Because part of this, you know, we have conversations with clients that work with us is that, you know, sometimes even we take for granted. Oh yeah, that was a big deal, right. Of what was taken away from that. And listen, you know, you've heard us talk about this and I, I've mentioned this podcast but like we talk about the art of communication with sales and service and it's the art acronym appreciation, like just appreciate what people do. It's, it's, it's difficult. Right. Our roles are different but they're both really important and there's challenges to it. The respect. Right. The R and then trust building trust that hey, we're going to have these conversations. And you know, Dick, as you mentioned, a big part of this is this proactive communication. It doesn't completely eliminate but it majorly reduces the reactive things that we have to do because we've already engaged and I think that is so important. I'm glad you shared that.
