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

How Insurance Agents Can Create a Better Work-Life Balance

Agents are working more hours than ever during the pandemic. Here's how they can achieve a better equilibrium between personal life and career work.

Key takeaways:

Tips for creating a healthy work-life balance
How automation can save you time
Importance of defined boundaries

SOURCE: PC360 4.6.21

> VIEW INFOGRAPHIC

What Research Says About How to Make Hybrid Work Succeed

Surveys show clearly that a large majority of office workers is in favor of hybrid work approaches post pandemic, meaning they’ll work part-time from the office and part-time remotely. Most organizations now seem to be heading in that direction as well.

Key takeaways:

Advantages and disadvantages of hybrid workplace
Pitfalls to avoid
Best practices for hybrid model

SOURCE: Reset Work 4.18.21

FULL STORY

Doing Remote the Right Way from NYT Best Selling Author

SOURCE: Agency Revolution, 4.22.20

>PODCAST

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

> PODCAST

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

> BOOK

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

> VIDEO

Remote Selling: How to Transition from In-Person to Online Selling

Learn the steps you need to take to go from in-person to online selling, with recommendations about specific technology, how to build trust, and how to run an effective online meeting.

Key takeaways:

How to build trust selling remotely
Tech tools you need for remote selling
How to run an effective remote sales meeting

SOURCE: Serve Don’t Sell

> FULL STORY

Thriving Together in a New (Insurance) World Order

The COVID-19 pandemic is revolutionizing how the world conducts business. The insurance industry is no exception.

Key takeaways:

Leverage opportunities to cross-sell
Be authentic and empathetic in person – and online
Help clients find certainty in this uncertain world

SOURCE: PC360 6.17.20

> FULL STORY

13 Essential Tools to Dominate Selling Insurance at Home

If this is your first extended stay at the “work-from-home resort,” the slideshow breaks down all the essentials you’re going to need to stay productive.

Key takeaways:

Setup a space that is free from distraction
Technologies that will keep you productive including Slack and Zoom
Make sure you are using social media to maintain a presence with clients

SOURCE: PC360 4.6.20

> FULL STORY

5 Remote Work Tips for Insurance Brokers and Agents

The COVID-19 pandemic has caused many insurance brokerages to go remote almost overnight. Moving all operations remote on such a short schedule has been a huge challenge for industries across the globe, and brokers and agents are no exception.

Key takeaways:

Importance of digital tools such as virtual meeting software and e-signature
How to reduce cybersecurity risks
Building digital connections with co-workers

SOURCE: Zywave, 4.28.20

> FULL STORY

Embracing Technology in a Changed World

The pandemic is forcing small businesses, including independent agents, to do what they should have been doing all along — making essential investments to improve their technology, efficiency, sales and marketing. Whether independent agents are still commuting to the office, working from home or combining the two, the right technology can keep them competitive and help them move forward safely and securely.

Key takeaways:

Solutions that provide improved customer service
Using data for more targeted sales and marketing efforts
How to work efficiently and safely from home

SOURCE: Insurance Journal, 10.19.20

> FULL STORY

7 Tips for Working from Home with Kids when Coronavirus Has Shut Everything Down

For many, COVID has upended their work routine. Not only are they juggling working remotely but parents may also be caring for children and homeschooling if daycares and schools are closed. These are a few strategies that could make this situation easier.

Key takeaways:

Be honest with your boss and coworkers
Create a schedule and stick to a routine
Plan breaks and downtime with kids

SOURCE: The Muse

> FULL STORY

How to Master Working from Home – While Under Quarantine with Kids

The spread of the coronavirus is forcing working parents into telecommute situations across the country. These tips from a full-time work-from-home mom might help those struggling to stay productive.

Key takeaways:

Separate parent and business roles
Planning for interruptions
Ways to keep children entertained

SOURCE: Parents, 3.30.20

> FULL STORY