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Remote Set-Up and Management

Any disaster can require your employees to be displaced from the office.

Resources include:

  • Tools available to help teams collaborate
  • Tips on how to manage employees remotely
  • Guidance on how to protect information when out of the office
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How Agents Can Be Successful Working from Home

In this interview with Insurance Journal Southeast Editor Amy O’Connor, WAHVE CEO Sharon Emek offers important information and advice on how agents can be productive, safe and successful in this new work world. You can also read a summary of the interview in Insurance Journal. Video length: 29 minutes

Key takeaways:        

  • Tools that are available to help agents transition to remote working
  • How you can set up your agents at home safely and exposures to agencies working remotely
  • Processes to put in place to ensure employees stay productive and maintain ongoing relationships with community/potential clients

SOURCE:  Insurance Journal, 3.30.20


A Guide to Managing Your (Newly) Remote Workers

Although it is always preferable to establish clear remote-work policies and training in advance, in times of crisis or other rapidly changing circumstances, this level of preparation may not be feasible. Fortunately, there are specific, research-based steps that managers can take without great effort to improve the engagement and productivity of remote employees, even when there is little time to prepare.

Key takeaways:        

  • Common challenges of remote work
  • How managers can support remote employees
  • Different technology solutions that can help employees stay in touch 

SOURCE:  Harvard Business Review, 3.18.20


Doing Remote the Right Way from NYT Best Selling Author

SOURCE:  Agency Revolution, 4.22.20


In this podcast, David Heinemeier Hansson, co-founder of remote software company, Basecamp, discusses how insurance agencies can do remote the right way – so they’re stronger, more effective, and more productive than they’ve ever been. Podcast length: 52 minutes.

Key takeaways:        

  • Simple and effective solutions for common objections to going remote
  • The tools and techniques David uses in his company with employees scattered across the globe
  • How to help employees feel comfortable and confident while boosting productivity 

Protecting Your Data When Moving to a Remote Work Environment

In this podcast, Brad Ruben – President of Archway Computer, Inc., an insurance IT firm that specializes in insurance agency security and remote access—shares critical tips that every agency principal and manager must attend to quickly. Podcast length: 45 minutes

Key takeaways:      

  • How to setup remote employees without causing damage
  • Which scams agencies need to be aware of
  • Security updates to keep your data safe 

SOURCE:  Agency Revolution, 3.25.20


Remote: Office Not Required

In this book, available to purchase on Amazon, authors Jason Fried and David Heinemeier Hansson, the founders of Basecamp provide a complete overview of remote work’s challenges but also argue that, often, the advantages of working “off-site” far outweigh the drawbacks.

Key takeaways:        

  • Benefits of remote work including expanded talent pool and less turnover
  • Tips for easing your way out of the office door where you control how your workday will unfold
  • How to manage workers in a remote setting 


How to Do Remote Selling to Close More Deals

Due to recent events, remote work has become the new normal for all types of sellers. In order to survive (and thrive), organizations must enable their sales teams to be successful when in-person interactions are no longer an option. And they must do so quickly. This 90-minute online 'Virtual Town Hall' gives executives an understanding of what can be done to overcome travel bans and event cancellations that can hamper your growth.

Key takeaways:        

  • Best practices from companies with successful remote sales organizations
  • How to develop leads when trade-shows and in-person events are no longer feasible
  • Tools that can help enable your team in a remote selling and success model 

SOURCE:  Winning by Design YouTube Channel 4.16.20