Evolution Of The Agency


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Philosophy and Business

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Evolution Of The Agency

  1. 1. Ideas for Evolution of the Agency <ul><li>Nicolina Cahouette 11/2009 </li></ul><ul><li>&quot;To perceive the world differently, we must be willing to change our belief system, let the past slip away, expand our sense of now, and dissolve the fear in our minds.&quot; </li></ul><ul><li>— William James </li></ul>
  2. 2. The secret of success is to know something nobody else knows. Aristotle Onassis <ul><li>Our challenge is to reinvent how we do business. To be bold, and different than other agents. </li></ul><ul><li>To make our work fun and inspirational while providing our clients with a business climate that addresses their needs, and exceeds their expectations. We must strive to be paragons of empathy, and connection. </li></ul>
  3. 3. Minimize our Client’s Connection with CRC <ul><li>Being different requires a blending of our personal lives with our professional. No one likes automated phone systems, especially if they are having an emergency. </li></ul><ul><li>If our goal is to truly separate ourselves, and create a new business paradigm. It needs to feel less like work, and more like helping a friend in need. We need to break the mentality of 9 to 5. </li></ul>
  4. 4. Examine the Intent! The Why, How, and What! <ul><li>What are the next steps we need to take to evolve? </li></ul><ul><li>Why are you an Insurance Agent? </li></ul><ul><li>Why am I a Multi-Line Representative? </li></ul><ul><li>Why insurance? </li></ul><ul><li>Why State Farm? </li></ul><ul><li>What makes us better? </li></ul><ul><li>What makes us flow? </li></ul><ul><li>What makes us happy? </li></ul>
  5. 5. Try not to become a man of success, but a man of value. Albert Einstein <ul><li>The changing age requires us to think and act globally, collectively, rather than individualistically. This goes against a lifetime of American programming. </li></ul><ul><li>Utilizing concepts of philosophy in how we connect with our clients, deal with stress, and avoid emotional contagion. We are the pebble dropped in the pond, causing ripples of change in the world around us, one person at a time. Our own agenda cannot be the intent behind what we do. </li></ul>
  6. 6. The talent of success is nothing more than doing what you can do, well. Henry W. Longfellow <ul><li>Utilizing technology, mobility, and perception checking for more efficient communication and transactions! </li></ul><ul><li>ABS, laptops, cell phones, net meetings, and home work stations, merging professional, personal contacts, and calendars! </li></ul><ul><li>Utilizing technology to combat the challenges created in our personal lives by illness, chronic conditions, and emergencies. </li></ul>
  7. 7. Fluidity and Stability <ul><li>Stability is an illusion. The very nature of our business is to help clients manage the instability inherent in everyday life. </li></ul><ul><li>Fluidity is the key to relieving an enormous amount of stress caused by personal, and professional incongruence. </li></ul><ul><li>The challenge is to gain that feeling of stability by being fluid with the naturally unstable world around us; much like a gyroscope! </li></ul>
  8. 8. Fluidity with our Environment <ul><li>A gyroscope is a device for measuring or maintaining orientation, based on the principles of angular momentum . </li></ul><ul><li>its orientation remains nearly fixed, regardless of any motion of the platform on which it is mounted. </li></ul>
  9. 9. Fluidity how? <ul><li>We need to figure out how to maintain our own sense of angular momentum. </li></ul><ul><li>What are it’s components? </li></ul>
  10. 10. New Paradigm <ul><li>&quot;Established companies can no longer think of themselves as just selling discrete products, but how these products can provide customers with a unique experience.&quot; (C.K. Prahalad, 2009, Business Week) </li></ul><ul><li>Flexible, adaptive, and responsive business practices will become a key source of our competitive advantage. </li></ul>
  11. 11. Management by Aubrey Daniels, Business Week 2009 <ul><li>“ My 30 years of experience with Corporate America have led me to believe most business leaders are trained in the math of balance sheets, not the science of human behavior. They don't understand that you can't change organizational behavior without changing human behavior. Only when managers understand the basic principles of behavioral science and apply them skillfully will they realize the full potential of their employees and their organizations.” </li></ul>
  12. 12. Stretch Goals <ul><li>What goes wrong? On the surface, stretch goals seem necessary to drive improved performance, and because of such, they become a point of contention. Stretch goals are typically set too high. People fail to reach them 90% of the time, leading to discouragement. Efforts toward these goals diminish over time, and discretionary effort toward all goals is eventually extinguished. </li></ul>
  13. 13. Mini-Goals… <ul><li>What to do instead? Set many mini-goals. To get the kind of improvement an organization needs in both people, and production. Managers need to ensure that positive reinforcement is delivered for the many small achievements along the way to reaching some grand, final goal. </li></ul><ul><li>Example of what worked in 2009. Reaching our app goal for Septober, and qualifying for all 4 quarterly team ambassador goals. </li></ul>
  14. 14. My Commitments to the Agency in 2010 <ul><li>Have great conversations with clients, and make them feel like they are talking to a friend. This is what I want for 2010. </li></ul><ul><li>Within the great conversation, the sales follow naturally, ethically connected to the needs of the client. </li></ul><ul><li>Perception checking minimizes miscommunication, and mistakes. I will do this whenever I receive a task. </li></ul><ul><li>Have more investment in the day to day operations of the office, and training of future employees. </li></ul>
  15. 15. My Commitments to Self & Agency in 2010 <ul><li>Using the concept of self-talk to evaluate messages from the outside world. Minimize bias in communications that distort messages. </li></ul><ul><li>Make every attempt to mitigate the effect my time out of the office has on our efficiency by calendaring, and communicating with as much notice as possible. </li></ul><ul><li>Creating a space at home where I can still be accessible to the office, and to clients, if I am unable to be in. </li></ul>
  16. 16. My Commitments Continued. <ul><li>Integrating the many aspects of myself into one powerful, impactful, effective human being. </li></ul><ul><li>Continue to view the world objectively, minimizing judgment, and ego. </li></ul><ul><li>Think globally, and act collectively. </li></ul>
  17. 17. Thank You So Much! <ul><li>We have shared so many successes over the years, and moved through many setbacks both personally, and professionally. I am so proud of us! </li></ul><ul><li>Over almost 9 years, I have come to consider you apart of my family, and a mentor. </li></ul><ul><li>I may not be with you for 9 more years, but I will strive to make the rest of my time with you more productive, positive, and effective. </li></ul>