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Getting agency players to embrace change

Is there anything harder for an insurance agent than leading your team to give a new process an honest effort? After 7 years helping agency teams of every shape and size all across the U.S. and Canada add sidekicks to their daily process, I've learned some valuable lessons I'd love to share.

Implementing a new process in a business can be challenging, as it may involve change and require team members to adapt to new ways of working. As a leader, it's important to encourage your team to give the new process an honest effort and to address any objections that may arise.


How can you lead your business team to give a new process an honest effort?

  1. Communicate the reasons for the change. Clearly communicate to your team why the new process is being implemented and how it will benefit the business. This can help to build understanding and support for the change.

  2. Provide training and support. Make sure that your team has the training and support they need to understand and effectively implement the new process. This may include training sessions, resources, or support from other teams.

  3. Encourage open communication. Encourage your team to communicate openly and transparently about any concerns or objections they may have. This can help to identify any roadblocks and address them before they become a problem.

  4. Set clear goals and expectations. Clearly define the goals and expectations for the new process and provide regular feedback to help your team stay on track.

  5. Recognize and reward progress. As your team makes progress with the new process, make sure to recognize and reward their efforts. This can help to maintain motivation and encourage continued progress.

So, how can you handle objections when implementing a new process?

  1. Listen and understand. Take the time to listen to your team's objections and try to understand their perspective. This can help to identify the root cause of the objection and find a solution.

  2. Address concerns and offer solutions. Once you have a clear understanding of the objection, work with your team to address their concerns and offer solutions. This may involve providing additional resources or support, or adjusting the process to better meet their needs.

  3. Keep the lines of communication open. Encourage your team to continue to communicate openly and transparently about their concerns and objections as the new process is implemented. This can help to identify and address any issues that may arise.

  4. Be patient and flexible. Implementing a new process can be challenging and may require some trial and error. Be patient and flexible as your team adapts to the new process and be open to making adjustments as needed.

Leading your business team to give a new process an honest effort and handling objections effectively can be key to its success. By communicating the reasons for the change, providing training and support, encouraging open communication, setting clear goals and expectations, and recognizing and rewarding progress, you can help your team embrace the new process and achieve success.

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