Working Remotely: How to Make It Work (Live Panel Discussion)
FREE Insurance Agency Resource
Watch Time
90 minutes
Designed To
Look Amazing, Get Found, Sell More, Service Better
Does working remotely really work?
At Forge3, we ditched our usual 9-to-5 office routine years ago and haven’t looked back. How do we do it? What did we learn along the way? Can you do the same?
In light of COVID-19, a lot of businesses are trying to figure out how to work remotely. So, we wanted to invite a few of our insurance business friends to talk about how and why it’s not only possible but oftentimes better than a traditional office.
This isn’t a sales pitch webinar. Rather, we simply felt the need to connect with other likeminded people to talk about the impact of COVID-19 and how we, and you, can navigate it going forward.
We share our webcams and screens, but also make this an interactive session with plenty of questions and conversation so we can all learn, be inspired, and leave a little more connected.
Part 1.
Making it work for your team.
- The Forge3 story (had an office, went remote, now hybrid).
- Managing expectations and having the right team mindset.
- The right people, tools, and process/workflow.
- Culture is possible, but requires work (flex time, team days, trips, etc.).
- Announcing sales, celebrating “kudos,” sharing photos, staying in touch.
- So many tools, so little time.
- ExpressVPN or NordVPN
- Slack or Teams
- G Suite or Office 365
- Zoom or GoToMeeting
- Asana or Todoist or ClickUp
- 1Password or LastPass
Part 2.
Making it work for your clients, prospects, and partners.
- Creating an awesome experience is job #1 (regardless of what’s happening in the world).
- Proactive communication is critical.
- Update website with Notification Bar, Live Chat, Client Service Center, etc.
- ActiveAgency website platform or Chatra (for live chat)
- Email clients letting them know that you’re there for them.
- Use video proposals instead of face-to-face meetings.
- Use e-sign document solution instead of fax or PDFs.
- Send handwritten cards (the easy way).
- Update website with Notification Bar, Live Chat, Client Service Center, etc.
- Above all else, be human (people want to do business with people).
Special thanks to our panel!
- Jeff Teschke
Founder and CEO, Forge3 - Monika Baraket
Chief Operating Officer, Forge3 - Torey Maerz
Founder and CEO, Rocket Referrals - Ashley Fitzsimmons
Customer Experience Manager, OIA/IntellAgents - Keagan Henson
CEO, BriteBee
Manage Your Website on Dashboard
If you want to manage your website, use our tools and features, and learn more about ActiveAgency, log in to Dashboard.
https://your-website-address.com/aalogin
If you'd rather speak to us, reach out to our Client Experience team.
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