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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 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


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


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