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To take it to the next level I need a simple system that will…. Help me stay engaged in my daily marketing activities Help my staff stay engaged in their daily marketing / retention activities Foster healthy competition and hold people accountable without micro-management
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To take it to the next level I need a simple system that will… • Help me stay engaged in my daily marketing activities • Help my staff stay engaged in their daily marketing / retention activities • Foster healthy competition and hold people accountable without micro-management • Identify which activities work and which ones don’t • Track all of this information in real time • Allow for coaching based on individual, real-time results • PLANNING | ACCOUNTABILITY | REPORTING | COACHING 2
Core Principles of PODs • Success in sales comes from performing focused, proactive marketing and retention activities on a consistent daily basis. • Do you know where all of your sales come from? • Do you have a plan in place to ensure these things get done every single day? • What gets measured gets done • Do you have a compelling scorecard that let’s you know every day if you won or lost? • Do you know the ROI on your current marketing campaigns? • Are you accountable to anyone? • Are your employees accountable to anyone? • PLANNING | ACCOUNTABILITY | REPORTING | COACHING 2
the PODs solution • PODs™ is a web-based application for Agents, CSRs, APs and their Managers that will allow them to: • Plan Marketing & Retention Activities • Track and Report on Activities in real time • Maintain Accountability • Generate Healthy Competition • Provide ROI feedback • Give Opportunities for Coaching • PLANNING | ACCOUNTABILITY | REPORTING | COACHING 2
what PODs™ is and what it’s not • PODs™ isnot a CRM solution (ECMS). • PODs™ is a Marketing Activities Management solution which feeds the CRM 2 CRM manages the funnel CRM (ECMS) PODs™ is the shovel that feeds the funnel
USER FEEDBACK “PODs has been a HUGE reason for our culture to rapidly start changing into a SALES District, instead of a service district.” -Dale Vannoy, District Manager “Before using PODs, I was under the assumption that I was already doing many of the activities that I need to do to drive new business.” -Brian Rushing, Agent "I'm very excited about implementing the PODs system. It's finally given me a tool that enables me to delegate tasks to my staff, then actually see throughout the day if those tasks are being completed – and which ones lead to opportunities. -Stacy Korsgaden, PC Agent PLANNING | ACCOUNTABILITY | REPORTING | COACHING 2
the 4 components of PODs • Plan – Create and select activities that will help you reach your goals and assign those activities to yourself and/or members of your agency. This step is done during the setup process and typically takes less than an hour to complete. • Track – Every member of your team has a customized home page with their day’s marketing activities listed. Simply click a button each time you do an activity. Users average less than 10 minutes per day inside the PODs application. • At the end of each day you should play back the tapes of your performance. The results should either applaud you or prod you. • - Jim Rohn • PLANNING | ACCOUNTABILITY | REPORTING | COACHING 2
the 4 components of PODs • Plan – Create and select activities that will help you reach your goals and assign those activities to yourself and/or members of your agency. This step is done during the setup process and typically takes less than an hour to complete. • Track– Every member of your team has a customized home page with their day’s marketing activities listed. Simply click a button each time you do an activity. Users average less than 10 minutes per day inside the PODs application. • Report/Coach– Generate real-time daily, weekly, monthly, quarterly or annual reports that show what / who is working as well as what / who isn’t working. This gives you the opportunity to reallocate resources or provide coaching. • PLANNING | ACCOUNTABILITY | REPORTING | COACHING 2
Weekly Team Meetings “Have weekly team meetings. This will build a sense of camaraderie. Take the opportunity to recognize your team members and reward them in front of the group.” – Agency Platform Playbook PLANNING | ACCOUNTABILITY | REPORTING | COACHING 2
What does PODs cost? • $75 per month • $299 custom set-up fee ($200 off if you register today at the Social Hero’s event) • *special pricing available for Reserve and Career agents – please email or call us for details • Am I required to commit to a 12 month contract? • No. However, if you are willing to commit to 12 months and pay the subscription fee up front the discounted price is $750 (a $150 savings over paying monthly). • Are there other benefits to joining PODs? • Yes, there is a private members only Facebook community where questions can be asked, ideas and best practices are shared and interviews with top agents will be posted. Our team will continually explore new ways to market, new vendors to work with and new opportunities for you to take advantage of. We also have a state-of-the-art support community for ongoing training and technical support. • How do I get started? • The best time to start a new discipline is when the idea is strong. - Jim Rohn • 1. Text the word PODsSH (not case sensitive) to 88588 • 2. Complete the registration form 2
™ kylem@ipspods.com www.ipspods.com
personal lines marketing ideas So this is all great, but… 2 You need You’ve gotIDEAS You wantRESULTS
FAQ • Should I wait until I have staff to start using PODs? • No, the knowledge gained from using PODs is extremely critical for agencies of all sizes. Whether your wear all the hats in the agency or just a few the activities still need to be done and the results still need to be measured. • What does PODs cost? • $50 per month ($75/mo effective 11/26/12) • $199 optional custom set-up fee • Am I required to commit to a 6 or 12 month contract? • No. Your commitment is a month to month agreement that you can cancel at any time. To us, contracts suggest a lack of confidence in the value of a product. We only want happy customers and so far our retention rate is well over 95%.
FAQ • Can’t I just do this in ECMS? • PODs is “different”, not better than ECMS and is not meant to replace it. ECMS does not provide peer to peer accountability, ROI reports on individual activities in real time or reports that facilitate coaching opportunities. PODs goes a step beyond quotes and sales by looking at activities that generate quotes. PODs creates a platform for open, subjective, healthy competition and accountability. • Is it easy to use? • Yes. Press the + button when you do an activity. If someone says yes , enter it in. 30 seconds. If someone buys a policy, press one button. • How do I present it to my staff? • This is a new and exciting tool developed by agents to be used by agents. It is not a big shift in our current day to day operations. We are simply digitizing our current marketing and retention activities so we can better identify what is working and what isn’t. At the end of the day it will allow all of us to make more sales and thus make more money. It will allow you to be rewarded more accurately for your individual performance.
“Too often our business is about reacting to what the work day brings. In order to grow in the environment we are in, we believe it is critical to control the direction and mixture of our workload. PODs provides a system to drive and measure the daily proactive activities we feel are important for the long term success of our insurance agency.” -Tony Ponce de Leon Presidents Council Agent
“As a new business owner focused on growing our agency and needing my two staff members to help with our marketing systems, PODs is making a HUGE impact in our business. Before PODs, there was not a system in place that we could use in our agency that would be a constant and instant reminder of where we are at in our daily marketing activities, let alone allow us to track our progress. With PODs, we now have a system that will allow us to stay focused on marketing, even when we get distracted by all the other stuff we have to do.” -Pete Holland, Agent
“Just as the ability to track our agents’ quoting has changed the way we can lead agents, PODs allows us to go even deeper with our agents bringing them and our coaching to the next level. Working with one of my careers I have seen a 25% increase in his production that he and I account to PODs daily accountability.” -Ron Nation, District Manager
“I have been a Business Owner/Agent for Farmers Insurance since 2002. Before using PODs, it could be quite difficult to manage your goals and sales all in the same tracker.PODs has brought all that together under one system, and it is easy as clicking a button. I use PODs every day, throughout the day, so it assists me in staying on track and also helps me keep track of my Producers’ and CSRs’ activities, which in turn keeps me posted on what impacts my business. I feel that this is a very useful tool, and I would STRONGLY RECOMMEND this program to all agents, especially reserve and career. It sets the foundation for future success!!!!!!!” -Lisa Gaspard, Agent
