The Amazing Agency Accelerator Tool™, developed by One Agent Alliance, will help you think through agency operational improvements and is a great tool for modeling potential negative consequences.
The SWOT Worksheet will help you do a SWOT analysis of your agency, which will identify strengths, weaknesses, opportunities, and threats. We’re recommending that all agency owners undertake a SWOT analysis of their agency in order to help inform their most successful route through the current crisis to emerge stronger than before.
Tips for Working at Home is an excellent resource to share with your employees for maximizing productivity and success while working from home.
Digital Agency Scorecard will help you assess how well you’ve digitized your agency. It also serves as a checklist to help guide your next steps toward a fully digitized insurance agency.
Business Continuity Preparedness Plan will help you and your agency implement a proactive and successful response to the COVID-19 pandemic.
Virtual Sales on the Rise is a good starting point for understanding how your staff can leverage virtual sales tactics and tools to sell to modern consumers in the way that they prefer to buy.
The Scary Times Success Manual by Dan Sullivan, of The Strategic Coach, addresses how to transform business anxieties and fear into strategic growth, progress, and achievement.
Employee’s Rights Under Families First Corona Response Act, outlines the steps that employers need to make in order to remain compliant with the FFCRA.
Coronavirus Emergency Loans Small Business Guide and Checklist is a U.S. Chamber of Commerce publication that outlines the Paycheck Protection Program offered through the SBA.