KIC Logo Blue transparent PNG
Member Login
Login
KIC Logo Blue transparent PNG
KORSGADEN INSIGHTS COMMUNITY

Practice Management Study Group

seo galaxy zZJqriqY unsplash

Practice Management Study Group

Course Information Course Instructor Rachel Author Member Benefits 1 of 8 Ideal Traits – Hiring Solutions Lesson 1 of 8 within section Member Benefits. 0 2 of 8 Practice Management […]

Course Outline

  • Member Benefits
    • Ideal Traits – Hiring Solutions
    • Practice Management Study Group Community
    • Access the KIC Membership
    • Enroll and Access the Team Productivity and Performance Program
    • B File System
    • Access Racing Snail by Mivation For Free
    • Access the Discussion Partner Accelerator
    • Vendor Request Form
  • The Secret to Business Development
    • The Secret to Business Development Prework
    • The Secret to Business Development Participant Guide
    • Emergency Contact Talk Path Video
    • The Secret to Business Development Infograph
    • Make-Up Session
  • Conducting Powerful Client Meetings
    • Conducting Powerful Client Meetings Prework
    • Conducting Powerful Client Meetings Participant Guide
    • Introduction Talk Path Referral Video
    • X-Date Follow Up Talk Path Video
    • X-Date (Auto/Home/Business) Talk Path Video
    • Client Focus Talk Path Video
    • Life Review – Declutter/Catalog Coverage Talk Path Video
    • Make-Up Session
  • Developing Top Performers
    • Developing Top Performers Prework
    • Developing Top Performers Participant Guide
    • Recruiting Elevator Speech Video
    • Recruiting Value Proposition Video
    • Recruiting Referral Plan
    • Make-Up Session
  • Building a Specialist Organization
    • Building a Specialist Organization Prework
    • Building a Specialist Organization Participant Guide
    • Make-Up Session
  • Executing Your Annual Review Program
    • Executing Your Annual Review Program Prework-1
    • Executing Your Annual Review Program Prework-2
    • Executing Your Annual Review Program Participant Guide
    • The Set Up Making the Review Impactful for Your Clients
    • Systematizing the Review for Better Consistency  Among Your Team
    • Annual Review Appointment Talk Path Video
    • Confirming the Appointment Talk Path Video
    • Handling Objections Talk Path 1 Video
    • Handling Objections Talk Path 2 Video
    • Calling the Client For the Next-Focus Meeting Talk Path Video
    • Calling the Emergency Contact Talk Path Video
    • Make-Up Session
  • The Power of a Retooling Day
    • The Power of a Retooling Day Prework
    • The Power of a Retooling Day Participant Guide
    • The Power of a Retooling Day Toolkit
    • The Power of a Retooling Day Tracking Form – Fillable
    • Household Update Sheet – Fillable
    • Emergency Contact Talk Path Video
    • Make-Up Session
  • Implementing a Concierge Program
    • Implementing a Concierge Program Prework
    • Implementing a Concierge Program Participant Guide
    • Make-Up Sessions
  • Elevating Your Role as a Leader
    • Elevating Your Role as a Leader Prework
    • Elevating Your Role as a Leader Participant Guide
    • Leadership Documents – Core Values Clients
    • Leadership Documents – Core Values Teams
    • Leadership Documents – Team Behaviors
    • Leadership Documents – Team Meeting Agenda
    • Leadership Documents – Work Group Outline
    • Leadership Documents – Conflict Resolution
    • Make-Up Session
  • Developing Leaders Within Your Practice
    • Developing Leaders Within Your Practice Prework
    • Developing Leaders Within Your Practice Participant Guide
    • Make-Up Session
  • Getting a Grip on Time
    • Getting a Grip on Time Prework
    • Getting a Grip on Time Participant Guide
    • Make-Up Session
  • Implementing an Effective Annual Planning Process
    • Implementing an Effective Annual Planning Process Prework
    • Implementing an Effective Annual Planning Process Participant Guide
    • Article: Ready for Takeoff-A Strong Business Plan Enables Your Business to Take Flight
    • Annual Planning Worksheet
    • Make-Up Session
  • Designing Your Business Plan Roadmap
    • Designing Your Business Plan Roadmap Prework
    • Designing Your Business Plan Roadmap Participant Guide
    • Make-Up Session
  • Tools and Resources
    • Using the Product Spectrum Sheet
    • Using the 7-Touch Client Engagement Matrix
    • The Life Insurance Meeting
    • Retooling Day Kit
    • Retooling Day – Short Version
    • Product Spectrum Sheet
    • New Lead Follow-Up Checklist
    • Life Insurance Questionnaire
    • Household Update Sheet
    • Emergency Contact
    • Life Insurance Tool Kit
    • Business Plan Drop Down
    • Business Plan Checklist
    • Annual Review Tool Kit
    • Organizational Climate Survey Results
    • Concierge Job Description
    • Sample Team Member Onboarding Activities
    • Sample P&C Customer Service Rep (CSR) Career Path
    • Organizational Climate Survey
    • Sample New Client Onboarding Agenda
    • Listening Skills Asseessment
    • Create a High-Trust Culture
    • Sample Performance Standards
    • Delegation Self-Assessment
    • Sample Quarterly Connection Leader Assessment
    • Sample Employee Performance Review
    • Sample Quarterly Connection Employee Self-Evaluation
    • Quarterly Conversation Field Leader Guide
    • Annual Review Follow Up Letter
    • Is It Time to Hire Your Next Specialist?
    • Sample Job Descriptions
    • Life Insurance Meeting-No Forms
    • Sample Auto Specialist Job Description
    • Sample Property Specialist Job Description
    • Sample Life Health Specialist Job Description
    • Specialist Role Analysis Worksheet
    • Annual Review Agenda
    • Business Growth Objective Assessments
    • Team Assessments Activity
    • Agency CEO Job Description
    • Agency Owner Business Growth Plan-Checklist
    • Maximize Sales Results Assessment
  • Talk Paths
    • X-Date Renewal Follow-Up
    • X-Date Auto, Home, Business
    • X-Date Additional Lines Follow-Up
    • Win Back
    • Renewal Appointment
    • Rate Action In Person
    • Overcoming Objections
    • New Client Value Proposition
    • Life Term Conversion
    • Life Insurance Statement Review
    • Life Insurance POS Pivot
    • Life Insurance Catalog
    • Life Beneficiary Review
    • Financial Services Introduction
    • Financial Advisor Referral
    • Emergency Contact Process
    • Concierge Follow-Up; Next Appointment
    • Concierge Follow-Up; Life Insurance
    • Concierge Follow-Up; Household Update Sheet
    • Client Interest Follow-Up
    • Centers of Influence
    • Business Introduction; Point-of-Service
    • Business Introduction; Phone
    • Appointment Setting Overcoming Objections
    • Annual Review Appointment
    • Home to Life Path Short Version
    • Home No Life
    • Agency Introduction–Referral
    • Client Next Focus Follow-Up
    • Annual Review Tool Kit
    • Financial Services Review Appointment Talk Path
    • Concierge Referral Follow Up Talk Path
    • Concierge Financial Services Pivot Talk Path
    • Concierge Follow-Up Talk Path-Life Insurance
    • Online Review Request Talk Path
    • Request for Referral Talk Path
    • Client Welcome Campaign Kit
    • Pet Insurance Talk Path
    • Claim In-Process Follow-Up Talk Path
    • Claim Completed Follow-Up and Cross-Sell Talk Path
    • Client Thank You Talk Path
    • Umbrella Rate Increase
  • Talk Path Videos
    • Talk Paths Introduction – Pitch Back
    • Recruiting Elevator Speech Talk Path Video
    • Recruiting Value Proposition Video
    • X-Date Follow-Up Talk Path Video
    • X-Date Follow-Up Talk Path Video
    • X-Date (Auto/Home/Business) Talk Path Video
    • Client Focus Talk Path Video
    • Renewal (Increase and Decrease) Talk Path Video
    • Life Review Talk Path: Declutter/Catalog Coverage Combined Video
    • Point-of-Service Pivot to Life Review Appointment Talk Path Video
    • Introduction Talk Path for 401ks, Retirement Accounts, College Saving Plans, etc.–Referral Video
    • Client Thank You Talk Path Video
    • Birthday Talk Path Video
    • Life Review Talk Path: Declutter Video
    • Life Review Talk Path: Catalog Coverage Video
    • Reschedule Appointment Talk Path Video
    • Emergency Contact Talk Path Video
    • Introduction Talk Path–Referral Video
    • Handling Objection Talk Path-1 Video
    • Handling Objection Talk Path-2 Video
    • Session 22
    • Session 23
    • Introduction to the Review & Marketing Matrix
    • The Set-Up Making the Review Impactful for Your Clients
    • Breaking Down the Review Process Step by Step for Multiline Sales
    • Systematizing the Review for Better Consistency Among Your Team
  • Business Growth Objective: 1) Building a High-Performance Team
    • Build a High-Performance Team Assessment
    • Specialist Role Analysis Worksheet
    • Assess Current Team Member Capabilities
    • Is It Time to Hire Your Next Specialist? Worksheet
    • Sample Performance Standards
    • Rate and Underwriting Action Talk Paths
    • Sample Career Paths
    • Sample Onboarding Checklist and Activities
    • Sample Specialist Job Descriptions
  • Business Growth Objective: 2) Maximizing the Sales Process
    • Maximize Sale Results Assessment
    • ACR Job Description
    • Retooling Day Tool Kit
    • COI Talk Paths
    • New Lead Follow-Up Checklist
    • Business Introduction Talk Paths
    • Emergency Contact Talk Paths
    • Emergency Contact Form
    • Life Insurance Tool Kit
    • Product Spectrum Sheet
    • Household Update Sheet
    • New Client Value Proposition Talk Path
  • Business Growth Objective: 3) Deepening Client Relationships
    • Deepen Client Relationships Assessment
    • Concierge Job Description
    • Annual Review Tool Kit
    • Emergency Contact Form and Talk Path
    • 7-Touch Client Engagement Matrix
    • Household Update Sheet
  • Business Growth Objective: 4) Optimizing Operations
    • Optimize Operations Assessment
    • Agency Book of Business Evaluation
    • Agency Analysis Questionnaire
    • Operational Alignment Action Plan
    • Delegation Self-Assessment
  • Business Growth Objective: 5) Leading with Purpose
    • Lead with Purpose Assessment
    • Organizational Climate Survey
    • Core Values–Teams Version
    • Core Values–Client Version
    • Quarterly Conversations–Leader Assessment
    • Quarterly Conversations–Employee Self-Assessment
    • Employee Performance Self-Evaluation
    • Sample Employee Performance Review
    • Work Group Outline
    • Team Meeting Agenda
    • Weekly Scorecard
    • Performance Standards
    • Team Engagement Action Plan
    • Team Behaviors
  • Open All · Close All