Focus & Vision 2019

FOCUS AND VISION 2019
Staff Changes, Focus, Org Chart
Agent Development
Client Focus
Access / Business Development Strategies
Agent Expectations

Agent Development
My Focus 80% Focused on Agents: Core of the Business
More Recruiting
Better On-boarding Experience
More Robust Training
Training Online Portal Redone by March 1st
Classroom training in Oakdale once / twice a month
Weekly Webinar training, mentoring and coaching
Helping Agents build their businesses
Override structure and contracts coming soon
Certification for Superintendent Expectations

Client Focus
Why?
Incentives, more commissions and revenue
BD Team anxiety
Active Superintendent concerns
SalesForce
Agent Expectations
Call Center / Internal sales team

Access / Business Development
BD Team Focus and Changes
New Team members and changes
Geographical / Agent focus and needs
Training and Expectations
More Agent Tag alongs
Agent Certification to Run BD events – Encompass
Go Deeper with Existing Relationships
Retirement Only Platform
Comprehensive Platform
Brian Rood: 125 Department Head
Beatriz: BD support, relationship management and implementation