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CSRs are the linemen of your football team
CSRs are usually CSRs because they are NOT SALESPEOPLE
Don't expect your linemen to score points, and don't forget to thank your linemen after the game for helping you win
Yikes, the 'f' word. I think a really good CSR is 80% defense and 20% offense. The offense coming from cross selling current insureds, and upselling coverage. This cross selling should be easy as they already have an active conversation and established relationship going on. Suggesting additional coverage like an umbrella is easy.
To expect any life prospecting is crazy captive talk.
Has your CSR of 9 years running her agency (not yours) signed a non compete?
What do your insureds say of your CSR?
This is a vital part of agency. If there are service problems, then move on. If not, pay them well. I have found that sales incentives have not worked and are hard to measure and track. To tie in monthly app sales with a salaried position is a non starter for them....they are mainly defense.
Pay them well. They allow us to go fishing........