In this Power Producers Shoptalk episode, David Carothers keeps the remote workforce series going with a deep dive into KPIs—why they’re crucial and how they should be tied to core values. David and his team from Insurance Futures discuss how measuring the right activities can lead to success and help remote agencies stay on track.
This week, David is joined by Jeremy Huerta, Michael Overstreet, and Caleb Walker from Heritage, an insurance agency that’s figured out the formula for success with KPIs in a remote environment. They discuss how focusing on the right activities drives results, and how KPIs can be used to align teams with the company’s core values.
David explains that KPIs are crucial for remote teams to measure success. Without them, employees lack clear direction and benchmarks, which can lead to confusion and inefficiency.
Jeremy and Caleb emphasize that KPIs should be chosen after defining core values and agency goals. This ensures that the KPIs are relevant and measurable, aligning with the overall mission of the agency.
The team discusses how they focus on activity-based KPIs, such as calls and marketing drops, instead of just sales outcomes. This helps them monitor daily tasks that contribute to long-term success.
The team advocates for keeping KPIs simple and clear. They stress that every team member should have a defined KPI tied to the agency’s goals, with no more than 3-5 metrics to focus on.
Finally, the team shares how they align KPIs, like “quality conversations,” with their core values such as compassion. This ensures that employees not only meet targets but also embody the agency’s culture in their work.
Â
To download the KPI guide and read the blog, visit: How a Single Clear KPI Can Transform Your Remote Agency
In the coming weeks, David and the team will continue discussing key strategies for managing remote teams, focusing on creating accountability, fostering culture, and driving business success. Be sure to tune in for more actionable insights!
Time is one of the most valuable resources an agency has—and ironically, it’s also one of the most frequently wasted. Producers and account managers often
The insurance industry is evolving. As virtual agencies become more prevalent and the remote workforce continues to expand, one element stands out as the glue that holds everything together: communication. For agencies trying to deliver exceptional service, maintain high retention rates, and grow their book of business, communication efficiency in remote insurance operations is no longer optional—it’s essential.
In this post, we’ll walk through a proven communication framework that works for remote insurance teams. We’ll cover everything from setting expectations to choosing the right communication tools, crafting a unified language, and implementing a playbook that keeps everyone aligned and productive.
When it comes to building a successful commercial insurance agency, few topics are as polarizing—or as poorly understood—as producer compensation and equity. Whether you’re recruiting
As commercial insurance agencies scale, especially in the middle-market space, the producer mindset that got the business off the ground often becomes the very thing
The commercial insurance industry is undergoing a transformation, especially for agencies working in the middle market. As traditional models face increasing pressure from rate hikes,
The insurance industry has changed drastically in recent years, with one of the most significant shifts being the rise of the remote workforce. While remote
Please confirm you want to block this member.
You will no longer be able to:
Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.
