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5 New Year’s Resolutions for a Growing Agency

December 15, 2016April 10, 2019

The success of a business plan depends largely on attitudes and habits, says adviser Amy Evans. Read the full article on Employee Benefit Adviser.

Agency ManagementClient ServiceComplianceMarketingSocial Media
Published by Amy Evans
View all posts by Amy Evans

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Instagram post 2164986736919392264_12519892192 Then this happened. At Point Lobos near Big Sur, CA. ๐Ÿ’š
Instagram post 2156902770414497559_12519892192 At the LAAHU Monthly Meeting with @AlignWomen Mastermind member @Dawn McFarland. We're listening to a panel of small group carriers update us on their health insurance plans for small businesses. #alignwomen #networkingwithintention #alignwomeninthewild
Instagram post 2156822346797834762_12519892192 How much time did you spend at networking events this week? Which ones gave you the most value?โ €
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#alignwomen #networkingwithintention
Instagram post 2156403109899832083_12519892192 Have you had a great professional networking experience? What made it great? What kind of results did you get?โ €
โ €
#alignwomen #networkingwithintention
Instagram post 2156305792028996458_12519892192 "Netwotking with Intention" is one of the foundations of the @AlignWomen Masterminds. We are actively involved in each other's businesses, and because we are in complimentary industries, we amplify our referral opportunities. This isn't "pitch and pray" networking. This is intentional networking that leads to quality referrals and new revenue. #alignwomen #networkingwithintention
Instagram post 2155374398433213115_12519892192 Yep. Go make things happen! ๐Ÿ’™๐Ÿ’™๐Ÿ’™
Instagram post 2148405304923071982_12519892192 Yaaaaasss!!! Got a pic with one of the keynote speakers at the CAHU Annual Convention. @andyneary333 hit it out of the park! (Which is impressive for a 5'9" pitcher!)
Instagram post 2147400277099354658_12519892192 Finally got to meet Dennis Carlson of Agency Leverage at the CAHU Annual Convention. Got some great podcasting tips from him. Check out his Benefits Influencer podcast!
Instagram post 2147379300856068662_12519892192 Love these ladies and the energy they bring to the CAHU Annual Convention!
Instagram post 2146675490883020474_12519892192 Have you been losing sleep wondering about the latest trends related to HSAs? Get some rest and join me on Thursday for this webinar, hosted by @Benefits_PRO. October 3 at 11am PT/2pm ET. Register here! https://buff.ly/302sS1P
Instagram post 2146256239638670375_12519892192 I was honored to be interviewed last week by Paul Wilson, Editor in Chief of BenefitsPRO, for his Faces of Change Q&A column. Look for it soon!
Instagram post 2145950717198163427_12519892192 I love asking these open-ended questions to clients and prospective clients. I even keep them on a post-it above my desk so they are always top of mind. Do you have go-to questions like these?โ €
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1. What do you envision getting out of us working together?โ €
2. What is your biggest challenge right now?โ €
3. What else can I help you with?
Instagram post 2145531456146763720_12519892192 I was beyond thrilled to meet with my largest client today (350+ employees) and deliver the great news that they have a 7.36% DECREASE on their medical insurance renewal this year!
Instagram post 2142443375357727972_12519892192 Woot woot! We've arrived on Instagram! #alignwomen #networkingwithintention
Instagram post 2142423488787857141_12519892192 AlignWomen just arrived on Twitter! Find us tweeting @alignwomen!
Instagram post 2137298246447757638_12519892192 AlignWomen in the Wild! Sarah Reznick rocked her networking presentation at the LAAHU (Los Angeles Assn of Health Underwriters) membership meeting this morning, and Dawn McFarland and I were there to cheer her on! #alignwomen #networkingwithintention #thisisworking #alignwomeninthewild
Instagram post 2137290391934546464_12519892192 More AlignWomen in the wild! Spent the evening with Natasha Bonnelli and Dawn McFarland at an educational event about "The Myth of Stress" hosted by Merrill Lynch. #alignwomen #networkingwithintention #alignwomeninthewild
Instagram post 2136141618800949459_12519892192 The AlignWomen Mastermind is at it AGAIN! Linda Wells of Heartland Payment Systems got a signed agreement today from one of my employee benefits clients, the result of a marketing message we sent out in May. In addition to paperless payroll, Heartland is integrating their 401(k), providing pay-as-you-go workers' comp, integrating payroll with my online enrollment platform for benefits enrollment, and providing electronic employee onboarding, employee self-service, human resources consulting, an HRIS system and time and attendance reporting. And all of that with a significant multi-year rate guarantee. THIS IS WORKING!!! #alignwomen #networkingwithintention
Instagram post 2130858253803182893_12519892192 So good to see these lovely ladies at a Warner Pacific event this morning. Teresa Vizcaino and her team at Warner provide me with so many tools to run my employee benefits agency and take care of my clients!
Instagram post 2125885861899002753_12519892192 And just like that, two new employee benefit groups acquired today! Got the signed Broker of Record letter for one and can't wait to dig into their 12/1 renewal and bring them some new ideas for cost savings and employee education. Started the master application for the other and walked them through the process of offering health insurance to their employees for the first time. Let's do this!!! #employeebenefits #healthinsurance
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