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Tips for Managing Your Remote Office

February 15, 2021

In 2021, managing an insurance office is going to require some degree of remote management. Luckily, remote office management is becoming more common in today’s socially distant climate. There are many tools that CareValue and other companies provide that can help you manage your remote office.

1. It Starts with The People You Hire

The hiring process is going to look different in 2021. Now, more than ever, it’s important to look for more than just “the most qualified”. You need insurance agents who are trustworthy and capable of working efficiently or have success in the work-from-home environment.  Every capable employee that you add to your team will improve the productivity of your office and should have a positive impact on the rest of the team as well.


2. Learn To Improve Communication

Communication is going to be one of the biggest struggles you face when attempting to manage a remote office. Team calls may be easier than ever thanks to new software, but it takes a lot more than a daily phone call to manage a team of insurance agents. It requires constant communication throughout the day and that can be difficult.

Face-to-face communication has been the norm for as long as we’ve been communicating. Texts and calls most certainly gained prominence during the last century, but they aren’t a fulfilling replacement for the traditional communication we rely on daily at work. Traditional communication can be understood much better thanks to visible facial cues and physical posture.

When it comes to customer communications, CareValue’s AllRep CRM provides you and your team with all of the tools to ensure that you maintain consistent communication all while managing your teams’ commissions, applications, and quotes.

Communicating remotely means relying on texts, emails, phone calls, and video chats. As a leader, it’s up to you to make the most from these communication channels. Each one has its advantages and will suit a certain situation. The more time you spend improving communication among the team the better your long-term results will be.

3. CareValue Provides the Latest Tools & Education

CareValue has spent the last 10+ years developing the tools and resources agents and agencies need to be successful. These tools and resources include the AllRep CRM plus a plethora of other resources including:


●      Online Store - buy leads and approved, customizable marketing collateral

●      MedicareValue - CMS-approved online enrollment exchange

●      Quote Engines - provide instant quotes for final expense, life insurance, Medicare Advantage, Medicare Supplement, ancillary and more –  from anywhere


Plus, we have our Knowledge Base, which is a one stop shop to look up carriers and other operational information to improve your business. The Knowledge Base houses our Marketing Hub which is designed for quick tips and best practices for agent marketing efforts. Our Knowledge Base also includes:

●      Compliance Corner

●      New Agents Getting Started

●      Carrier Information

●      Contracting

●      MedicareValue - resources on how to use MedicareValue

●      New Business

●      Content Resources - Time.MedicareValue.com& LifeInsuranceMarketCenter.com


In addition, CareValue has the back office support that can help you onboard your new customers and guide them through the application and quoting processes, all while providing you with a secure email service.

On top of all of these tools, there are a wealth of latest software tools to ensure your office is functioning at maximum efficiency. Software tools like Slack, Zoom, and others are built around remote team collaboration.

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