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Agency Operations - Top 3 Tools You Need to Manage Remote Workers

Posted By IIAW Staff, Monday, July 6, 2020
Updated: Tuesday, June 23, 2020

Virtual Team Meeting

By: WAHVE Work at Home Vintage Experts 

 

This article was originally featured in our July Wisconsin Independent Agent Magazine. Click here to read the full issue. 

 

Today’s employees Zoom, Skype, Jabber, FaceTime, GoToMeetings and chat in Google Hangouts and Webexes. When they’re not videoconferencing, they’re emailing, collaborating in Microsoft Teams, and instant chatting on Slack. They’ve already got the tech tools they need to make it easy and more convenient to work remotely, but do you have the right management tools in place to keep your remote employees engaged?

 

There’s no doubt that hiring remote employees can benefit your insurance business by bringing in critical skills that you don’t have or can’t easily find. Remote workers can be a boon to recruiting, productivity, business continuity, and improved customer service. But relying on a traditional management style to keep a dispersed workforce motivated and moving forward won’t cut it.

 

So, what are the best ways to keep employees you rarely see motivated? 

 

Build a Virtual Water Cooler

 

The cornerstone to keeping remote employees engaged is proactive communication. When you can’t simply stop by an employee’s desk to chat, grab a cup of coffee, or 

physically sit with them in a conference room, it’s important to make a concentrated effort to make time for casual conversation. It’s not enough to schedule a few

one-hour meetings per week. Communication with remote employees should be fluid, spontaneous and regular. Create a virtual water cooler by continually chatting with people to find out what they did during the weekend, how their family is doing, and what their plans are for time away from work. 

 

Establish Some “WAHVY Gravy”

When employees are out of sight, it can be easy to unintentionally exclude them, making them feel isolated. And when people feel isolated and not a part of the work

community, productivity suffers.

 

Go beyond relying on virtual meetings to establish community. If you have an intranet, create a space where people can share news, tips, or pictures of their pets. Many companies dedicate specific Slack channels to support socializing.  Others use virtual coffee breaks, book clubs, TED talks, or online learning courses that everyone participates in to encourage a deeper sense of community.

 

Another strategy is to incorporate a few minutes for team members to share something personal at the end of meetings. At WAHVE, we call this “WAHVY gravy.” We ask people to share something that’s important to them – whether it be pictures of their artwork, hobbies, or stories about recent vacations. Another idea is to ask employees to share an “ah ha” or an “appreciation” – something they recently learned or someone they’d like to acknowledge. The important thing is to make it fun and personal. This changes how people interact with each other at a human level and builds interest and empathy for one another.

 

Don’t Forget Face Time

 

Despite all of the fancy tech tools, there’s still no substitute for face time. When you’re managing a remote team, no matter the size, it’s important to bring the entire team together when you can. Doing this shows on site and remote workers how much you appreciate them, and it builds connection. At WAHVE, we bring our staff together

bi-annually, and we find that these events are invaluable to help the team bond, strengthen our culture, and share goals and future direction with everyone physically present.  

 

According to an analysis by FlexJobs and Global Workplace Analytics, remote work has grown 44% over the last five years and 91% over the past 10 years. It’s a trend that will likely continue to rise, so there’s no time like the present to adapt your management style to support remote workers, and in turn, the success of your business.

Tags:  agency operations  COVID-19  digital agency  insuring Wisconsin  remote work  virtual teams  wisconsin independent insurance association  wisconsin insurance agency help  wisconsin insurance blog  work from home 

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How-To: Transform Your Digital Presence

Posted By IIAW Staff, Wednesday, May 13, 2020
Updated: Wednesday, April 29, 2020

By: Matt Banaszynski | CEO of IIAW

This article was featured in our May 2020 Wisconsin Independent Agent Magazine. Click here to read the full May 2020 issue. 

The IIAW welcomes Kaylyn Zielinski to the team. Kaylyn has some wonderful tips to share with our readers about digital marketing and using social media for your agency. She has also created a complete Digital Marketing Playbook, which all of our members have access to. Enjoy these quick tips from Kaylyn, the new IIAW Marketing Specialist.

 

person holding cell phone

 

When today’s consumers are looking for insurance, they turn to their phones, computers and tablets to find exactly what they’re looking for at exactly the time they’re looking for it. Consumers are no longer looking in a phone book to find providers in their areas. To capture the attention of these digital-age consumers, you’ll need to show up on their devices. Now, more than ever, you will need to debut on their screens and stick in their minds. There’s no time like the present to develop your digital footprint.


With a proper marketing plan, a website and a social media presence, you can create an online existence that will push your agency ahead of your competitors. The best part of this process is that most digital marketing is free. The biggest investment you’ll face is in the time and the attention you will spend developing your online presence. However, this time investment will pay off.


Your Marketing Plan


A quick Google search for “how to create an online presence” will leave your mind reeling as you decide where and how to start. First, start by creating a marketing plan. If you already have a marketing plan for traditional outlets, it’s time to apply it to today’s new medium by focusing on your website and social media sites. Next, run through your agency’s strengths and develop goals on how you plan to exploit those strengths online. Finally, determine your target audience. As an insurance agent, you may describe your target audience as individuals, families, business owners and commercial businesses in XYZ city or certain area.


Understanding your goals and your target audience will help you further develop content that will put your agency at the forefront of their online searches.

 

Computer with IIAW Website


Your Website


Your website should be the cornerstone for all information coming from your agency. If you don’t have a website already, today’s the day to start. The Big I partners with ITC, Forge 3, Titan Web, Advisor Evolved and Marketing 360.


When creating or optimizing your website, keep these best-practices in mind: 


• Prioritize your top-visited webpages - 

On average users spend about 15 seconds on a website, according to Tony Haile of Chartbeat. Those visiting your website don’t want to have to spend a lot of time to search around. If they have to search, they may go elsewhere (potentially your competitors) to find the information. The most visited webpages should be the easiest to find. If they’re not, it’s time to rearrange your layout.

 • Check your analytics and create content that’s targeted to what your most visited pages are. (Your website host may offer built-in analytics, otherwise, Google Analytics is a helpful tool for reviewing your website stats.)

• Keep visitors engaged by making your website visually appealing.

• Ensure your website is mobile friendly. According to Statistica, over 52 percent of all web traffic worldwide is done on a mobile device.

• Have a complete website. Ideally, a complete website will answer these questions: who, what, when, where, why and how. A customer on your website should have no problem finding the answers to their questions and they should feel compelled to start the process by requesting a quote.

Social Media Icons

Your Social Media Presence


Social media is a great way to freely engage with your audience. You can get to know your clients, and your clients can get to know you too. While there are multiple social media sites you can join, keep these rules in mind across all platforms:


• Keep your pages consistent by having all accounts under the same profile name. Your customers will be able to find you easier by keeping the same name. Along the same lines, make your profile photo the same. We recommend using your agency logo as your profile photo for your business pages.

• Create a publishing schedule and stick with it. Keep your pages relevant by posting up-to-date content on a regular basis.

• Allow your agency’s personality to shine through your social accounts. You want your social media platforms to be the go-to spot for engagement, and the most engaging content is humanizing content. Social media allows you to show the human side of your business and allows you to build a community that others want to be a part of. If it aligns with your brand’s marketing plan, stay away from overly formal content on your pages. You can share formal ideas, but make them fun to understand and/or interact with.

 

Now you have the framework to get started on developing your online presence. Read our Digital Marketing Playbook here

Tags:  digital agency  digital marketing  digital presence  Insurance Bartender  social media 

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Agency Operations - Key Leadership Practices for Virtual Teams

Posted By IIAW Staff, Wednesday, May 13, 2020
Updated: Thursday, April 30, 2020

By: Donna J. Dennis, Ph.D. | Virtual Team Leadership Expert

 

*This article was featured in our May 2020 Wisconsin Independent Agent Magazine. Click here to read the full May 2020 issue. 

 

Virtual Team Meeting

 

We are living in an environment where circumstance forces change!  Work teams everywhere have been forced to shift quickly to a work from home setting.  

 

The MyAgencyCampus team reached out to virtual team leadership expert Donna Dennis, PhD to learn more about “Key Leadership Practices for Virtual Teams.”  See below for some just-in-time recommendations.

 

Both leaders and team members must cope with many 

other challenges. A study conducted by the Business 

Research Consortium (BRC) in association with American Management Association survey of 1,500 individuals 

revealed the following seven suggestions for companies that want to improve the efficiency and effectiveness of their virtual teams. 

 

1. Remember that good leadership is different.

 

It is tempting to believe that traditional leadership qualities are so general that they easily translate to virtual team 

leadership. Unfortunately, that is just not true.  

 

2. Emphasize communication even more

 

Yes, nearly every leader has been told to “communicate, communicate, and then communicate some more.” What is true for leaders in general is doubly true for virtual leaders. In fact, it’s usually true for all virtual team members. 

 

 

Fully 72% of respondents to the BRC survey strongly agreed with the idea that virtual teams require more team 

communication than do co-located teams. 

 

3. Adjust to the medium. 

 

The study shows that team member engagement is 

strongly influenced by the degree of visual feedback 

members are getting. For example, participants in voice-only virtual meetings (the kind so common in the corporate world today) are much less likely to be engaged than participants in face-to-face meetings and in meetings with high-quality videoconferencing. Without a visual 

element, leaders must do things such as: 

 

           Pick up on more subtle cues (such as tone of voice)

 

           Know nuances of cross-cultural communication

 

           Ask more questions to get to a common under               standing of a problem or issue

 

4. Do more to establish trust.  

 

Because virtual team members often lack the time and opportunities to talk to each other informally, trust can be hard to build. The best virtual leaders tend to build “swift” trust, knowing that distance makes it more difficult. They provide goals, roles, responsibilities, strategies, and a 

vision to create a common purpose and shared objectives. 

 

They establish agreements and make expectations clear so that all team members understand responsibilities and proper etiquette.

 

5. Develop robust processes and, where needed, 

    structures.

 

Not only must virtual leaders make expectations clear, they also must establish more checkpoints with explicit 

guidelines. 

 

6. Reduce or avoid “storming” when possible. 

 

Back in the 1960s, Professor Bruce Tuckman developed the idea that teams need to go through four stages: forming, storming, norming, and performing. Virtual teams are 

different in that the “storming” stage (during which 

different members strive for a time to put forward their ideas) is often curtailed. This does not mean virtual teams need to avoid all disagreements and conflicts, only that leaders and members should be proactive and handle 

different perspectives right away, as opposed to letting them linger. 

 

7. Devote resources to development. 

 

Most organizations do not develop leaders and other employees in the art of virtual teaming. Yet, the BRC study indicates that a lack of experience among members of virtual teams is a serious challenge. 

Therefore, we think it pays to educate not only leaders but also potential team members about how to thrive in a virtual team environment. The study also indicates that first-level and middle managers tend to have fewer virtual leadership skills than senior managers and project 

managers.

 

About Donna J. Dennis, Ph.D.

Donna is a leadership development professional 

specializing in solutions for leaders working in virtual and remote teams. Earlier in her career, Donna worked for, Chubb and Son, Inc as well as other corporations in various leadership development positions. Donna’s teaching academia experience includes The Wharton Business School, the University of Pennsylvania and Rider University.  

 

MyAgencyCampus:

Online courses for training agents and brokers including property and casualty new hire curricula, business skills for sales and service team members and upskilling new

 leaders. Visit www.myagencycampus.com  (An offering from New Level Partners LLC).

 

If you are interested in scheduling a webinar on Virtual Team Leadership, please contact aschroeder@newlevelpartners.com.

Tags:  Agency Operations  digital agency  leadership  virtual teams 

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Prepare Your Agency for the Future

Posted By Kaylyn Zielinski, Monday, April 27, 2020

 

By: Matt Banaszynski | CEO IIAW

 

During this time, COVID-19 is creating many obstacles for businesses across the country. Whether it requires small businesses to close their doors for the time being or large corporations to activate their disaster response plan, the consequences are creating road bumps for everyone. Governor Evers issued a “Safer at Home” order on March 24th and the OCI has released a variety of recommendations and requirements for insurers. Independent agents are deemed as “essential businesses” (as of the time of this writing) and for the time being, allowed to stay open. However, agencies are encouraged to use their discretion in determining essential functions for essential employees. For example, an agency may determine it is appropriate to close to walk-in visitors, while remaining open for business, and available to consumers through calls and e-mail.  Subsequently, non-essential staff with the capabilities to work remote are directed to work from home. 

 

The IIAW addressed the issue early by introducing a COVID-19 Online Resource Center (www.iiaw.com/coronavirus), and began sending out “text alerts” when new information is announced or updated online. The team continues to create new resources to assist our members with their operations. It’s critical to stay up-to-date with information and be agile in the changing environment. As you continue to work during the pandemic, here are some resources and considerations for your agency as you implement new policies.

 

 

IIAW’s COVID-19 Resource Center

 

IIAW’s COVID-19 Resource Center contains all of the resources your agency will need to stay educated on the topic and tools you can implement in your agency. The page includes 4 different sections: Communicating to Customers, Agency Considerations for Employees, General Information and Webinars. The page is updated daily to provide our members with the latest news and resources, some of which can be shared with your clients. 

 

If you haven’t already, join our text alerts by texting “IIAW” to (833) 384-0094. You will receive a text alerting you to when important information is announced and uploaded to our resource center.

 

Virtual Learning (CE)

 

The IIAW also offers a variety of continuing education classes online. Almost daily, there is a new CE class presented via webinar for agents to stay up to date on their CE credits. You may have employees working from home and unable to work at full-capacity or one of your employee’s license renewal is coming up. This is a great time to allow them to complete all their continuing education credits.  Our online CE classes are conducted by professional instructors and accessible on any computer. Don’t let your license expire, take an online CE class with the IIAW!

 

Click here to view all of the available online CE courses.

 

Remote Access

 

Does your staff have the capability to connect and work remotely? Do they have or can they be provided with a computer at home? Do they have internet access from home? If they can get online, can they access work files? This would be the time to check the “cloud access” of your programs (Ex. AMS), server and files with your IT professional. If you need other options for remote access, consider programs like Logmein, Gotomypc, Remotepc, Teamviewer and others. Need phone access as well? If your agency does not have a VOIP system, it may be difficult to set up call forwarding and other features. Host My Calls are a solution worth exploring. The staff at the IIAW all have remote workstations, a VOIP phone system in place and VPN’s setup on their computers to access work files not stored in the Agency Management System or Association Management System. 

 

Agency Management Systems (AMS)

 

Hopefully your agency management system has a cloud option, app or other online/remote interface (perhaps a VPN connection) that allows staff to enter and retrieve data. If not, this will likely be a vital question for your remote work plan. If your agency doesn’t possess these capabilities, you should develop a system where information is shared with one key contact at your agency who can enter the data. Use an Excel form or other template (Google Sheets is a free online option) that promotes standardization so that there aren’t lapses or E&O exposures created. Then review the data when everyone returns to work. The staff at the IIAW has their AMS and Association Management systems on the cloud.

 

Conferencing

 

To continue having meetings and discussions with your staff, it will be important to set up conference calls, video chats, etc. There are free resources out there like SkypeGoogle Hangouts, and Lifesize. Some require downloads of software and may have limits, but your agency can investigate which one may be the best fit. iPhones and Android phones allow “Add Call” as an option for small group conferencing– just select it from your screen (assuming your phone’s service provider allows it). Other options may be conference call services like UberConference or using a free trial from a service like GoToMeeting or Join.Me. The staff at the IIAW uses GoToMeeting.

 

Collaboration

 

Have projects that your team needs to work together on in a shared format? Programs like Slack, Microsoft TeamsBasecampAsana and others can give you a platform to communicate, work on files, update project statuses and pool resources. Facebook even has a solution called Workplace. The staff at the IIAW uses Slack. 

 

Client Tools

 

Your clients will have new access needs as well. Look at the offerings made available by your carriers for client portals apps and other tools. Consider programs like DocuSign for digital signature, ePayPolicy for online payments and other programs that allow remote ease of doing business. The IIAW uses DocuSign and ePayPolicy. 

 

Promote Routines

 

Try to provide some structure to the group as they learn this new environment. Schedule conference calls for your staff, encourage daily team meetings, have video happy hours, virtual lunches or other social options like virtual games. Suggest people create a specific workspace at home and develop a workday routine. 

 

Encourage Strict Cyber Security Measures

 

On top of everything else, cyber security is an even greater concern in times like this. When possible, encourage your staff to use a secure wi-fi connection or set up the security on their home’s internet if they haven’t already. Ask them to be extra vigilant on opening emails and links. Have them confirm any unusual requests like wire transfers or monetary transactions they receive by phone with their supervisor. (

 

Be a Resource

 

Do what you do best during times of hardship for your clients – be a resource. Try to provide useful information on business continuity, how to apply for government assistance programs, help promote initiatives to support your community and show the power of small business. One platform to consider using to help spread your message and market you and your agency is SoapBox.

 

Please reach out to the IIAW if you need further assistance and have any questions regarding the transition. Remember that our COVID-19 Resource Center will continue to be updated with the most recent news and resources for you to use at your agency. Click here for a downloadable "Become a Digital Agency" handout. 

 

Source:  Brian Hunter of the Insurors of “Remote Work Resources for Your Agency” article

Tags:  COVID-19  digital agency  online resources  social media 

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