ia Blueprint Onboarding – PL Task List This is about different things you can get your virtual employees to do. These can be virtual employees or remote employees or your employees you’ve got inside of your office. The thing to…
ia Blueprint Onboarding – PL Renewal Process This is about some of the different things that you can do with your virtual assistant, or your virtual professional. One of those things is have them work in your renewal process, whether…
ia Blueprint Onboarding – Password Management This is how to manage your staff, both your remote as well as your inner office staff. One of those things is passwords. We have got so many passwords, right? we have got passwords…
ia Blueprint Onboarding – Communication Strategies What I usually tell people, whenever they first start talking about having a virtual employee is you’re overcoming communication struggles. Most insurance agencies are used to having people inside the office or just inside…
ia Blueprint Onboarding – Monitoring Cancellation And Non-Renewals Each and every one of us inside of our business as an insurance agency owner as well have got key employees that are responsible for very certain things. And a lot of…
ia Blueprint Onboarding – Managing Downloads Each and every one of us have key employees inside of our agencies that are really critical for certain things. Two of those that I can think of is going to be your producers…
ia Blueprint Onboarding – Creating Tutorials With Loom If you have a Virtual Employee of somewhere that’s either international or also just inside of the states, this is a great communication tool that you can use to communicate with them…
ia Blueprint Onboarding – Loom There are different tools that you can use to run a more effective business and also communicate with your remote employees and virtual employees. One of them is called loom very similar to zoom but…
ia Blueprint Onboarding : Responsibilities vs. Emailed Tasks There are couple of different ways that you can manage the employees that you have, whether they’re remote employees, or also inner office employees. But if you’ve got remote staff, it’s real…
ia Blueprint Onboarding – Processes vs. Micro – Management This is about setting your employees up for success. In your business, I know you’ve got a lot of things just coming at you from every direction and you’re trying to…