Page 7 - COVID-Proof-Your-Agency

Chapter 1 – Introduction and Background | Blew, Caldwell, Masiello

always been the backbone of the communities in which they work and live. They need to be

prepared now, more than ever, to serve their clients and their community.

To serve, agents need to focus on preserving their business, keeping their employees

productive, and staying on top of the necessary short-term changes. Agents must plan for

immediate changes to operations and think carefully about changes they will need to make in

three months, six months and nine months or even longer. Because the pandemic and the

economic chaos and ruin it is creating will end agents need to work now on a plan to evolve their

business so that they are positioned to thrive in the future.

This is an opportunity to improve as an insurance agency. One of the things we want to

be very clear about in this book is that we believe there will be many opportunities, both during

and after the crisis, for the agency owner who is prepared and forward-looking. It's been said that

you never want a crisis to go to waste. While this crisis has epic human and financial

consequences to it, there is an opportunity to rethink our businesses and prepare for an even

bigger future, when the wave of COVID-19 finally passes over us.

A crisis, for the entrepreneur, is not a time to sit still and do nothing. It is a time to

evolve, prepare and get ready to execute. That is why we have written this book. We want to

help agents prepare to act now and over the next several months. We have divided our discussion

and recommendations into those you should do immediately (or perhaps should have done

already), those you should anticipate doing during the period of social distancing and finally

those you should plan for as the nation begins to exit the pandemic and as the economy begins to

grow again.

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