brief introduction to q4intelligence

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A quick look at what we do, how we do it, and why.

TRANSCRIPT

Page 1: Brief introduction to Q4intelligence
Page 2: Brief introduction to Q4intelligence

Too many agencies have left the carriers in control of their business

– remaining dependent on an insurance product and the carrier’s

commission schedule

Page 3: Brief introduction to Q4intelligence

We help agencies SEIZE Control

Page 4: Brief introduction to Q4intelligence

Q4intelligence is a consultative networking organization for independent insurance and benefit agencies. We advise, train, and coach agencies on how to take control of their business.

Our solution-based selling system is the foundation for changing the agency model and taking control of what is sold, how it’s sold, and how much an agency gets paid

Page 5: Brief introduction to Q4intelligence

We have one goal for each of our member agencies

Page 6: Brief introduction to Q4intelligence

Be a Feared Competitor

Page 7: Brief introduction to Q4intelligence

Bran

d Co

mpa

ss

Page 8: Brief introduction to Q4intelligence

If you’re working harder than ever, but getting worse

results . . . You need a new STRATEGY

Page 9: Brief introduction to Q4intelligence

Action without Strategy merely

distracts you from dealing with the real

issues

Page 10: Brief introduction to Q4intelligence
Page 11: Brief introduction to Q4intelligence
Page 12: Brief introduction to Q4intelligence

Success is no accident

Nor is it guaranteed

Page 13: Brief introduction to Q4intelligence

You have to PLAN for your future success

Page 14: Brief introduction to Q4intelligence

Our Process is built around your

customized Plan of Transformation

Page 15: Brief introduction to Q4intelligence

TRANSFORMATION PLAN

Agencies share many similarities in structure, operations, and cultural issues. However, even with those similarities, each agency still has its own individual set of needs.

That’s why you will have your own, customized Transformation Plan.

As with any good plan, it takes the basic elements into consideration: • Where are you now? Start with a realistic understanding of what your agency looks like

today.• Where do you want to be? Visualize a clear picture of what you want your agency to be.• How will you get there? Outline strategies and tactics to create the path taking you from

your agency of today to your envisioned agency of tomorrow.

Specific areas of focus for transformation effort include:• Strategic planning• Sales process / client experience• Culture and behaviors• Marketing and branding (including local and social media strategies)• Establishing the “re-selling team” (sometimes known as the service team)

Page 16: Brief introduction to Q4intelligence

Build

ing

your

PLA

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