Phils Memo 5-22-2013

Phil_bio_pageA revolution is not an apple that falls when it is ripe.   You have to make it fall. 

Fantastic week.  We’re at $700,000 in ALP as of Tuesday and the Canadians are still loading.  They had a long holiday this weekend in Canada.  And still the numbers are moving up.  Rather quickly at that.   Will we hit a million dollar week this year?   We have the talent, the resources and the tools.  Maybe I’m just impatient.   If we keep improving like we have the past couple months, I think we’ll blow past it.

I see some areas of opportunity.  But nothing that Operation Field doesn’t address.  If a manager hasn’t hit your office yet, don’t wait for the revolution to come to your area.  Start the movement already.  I’ve been going over the tools.    We’ve learned the power of Drop-bys and how that’s just a numbers game.  Booking appointments from the home.   When you book appointments from the home, you present more referrals.  When you resent more referrals, your closing ration goes way up.  When your closing ration goes way up, you make way more money and your quality of work goes way up.    I don’t want to sound like one of those advertisements for Direct TV, but that’s literally what happens

Lauren Coyne is one of our field trainers for Operation Field.   Lauren was working in our hiring department this winter when she heard the challenge to be a part of leading this revolution.   Last week, we sent her out to our Virginia Beach office to implement Operation Field in that area.   She’s spent the past few weeks working alongside Bobby Hamilton, Troy Plummer, Todd Engelson and Stefan Johannsson and they’ve been putting together the “Best Practices.”  She arrived back this morning from her trip so I asked her to come in for a few minutes and tell me how it went.

First of all.  How many presentations did she do last week?  32.   32!  We’re saying we want to move presentations to 4 or 5 a day; or 20 a week.  Are we aiming to low?  We’ll address that once we get everyone to 20.   She must be Super Woman, right?  Now Lauren is high energy and has an infectious smile but she started off:  I am not Super Woman.  In fact, I’m just your average girl that grew up on a farm and knows how you’re supposed to work.   So ANYBODY can do this.

She went out and said, “I want one win a day,” so that at the end of the day she could say, “Today was successful because_______.”  And be able to fill in the blank.   Successful meant one of three things:  Activity, referrals or personal recruiting.   And because she DIDN’T focus on sales; she set 6 or 7 appointments a day so that the 4 or 5 presentations just naturally happened.  She just relaxed and stayed busy, aiming at her objectives, she ended the week with 32 presentations and 15 sales!

So you want 32 presentations and 15 sales?  I thought so.  I dug further.   Lauren started Sunday night and booked 7 appointments for Monday.  By the book.  And she was out in the field from 1:59 to 9:59 every day.   So once she hit her first appointment, she went down the list.   And the new script walked her through it.   She showed the two or three videos, depending on the home.  Asked for referrals.   And here she applied a novel concept.   She focused in on the first 5 local referralsWhy the first 5?   Two reasons.   Number 1: Your first five are your best; people always start at the top of the list.  And secondly, she concentrated more on getting an appointment off of them than collecting them.  And as she collected them, she paid close attention, sometimes asking questions.   She was looking for the 2 or 3 that lived close by and preferably had kids.   And then she would book those right there on the spot.    Your Field Managers will show you how to do this with about a 90% success rate.  It’s amazing.   And the referrals are so much closer, more personal, such a stronger lead, that she closed 10 out of the 17 referrals she presented.

The new presentation is very focused and gets all the information out quickly.   It gets to the closing questions within 35 minutes   Even if she had a sale, she was done in an hour to an hour and a half.  And of course, it was so effective and efficient, she left with four personal recruits.   Don’t think that will grow your agency?

So that’s not 32 presentations.  Where did the rest come from?   Drop-by’s!   As you perfect and fine-tune Operation Field, you will learn insights along the way that will make you continue to get better.   Whenever there was even a quick break in the action, he went on to a drop-by in the area.  She ended up doing 6 drop-by presentations on the spot.  Lauren stopped by, the people were home, and they conducted business right then and there.  Welcome to the 21st century.  If they weren’t she dropped them a quick hand written note setting up an appointment later that evening.   I heard one agent in Redmond refer to it as “Continuous Booking.”  And I think they’re right.  You don’t stop booking, presenting, and hiring.  It makes you about 3X more efficient and effective than having a bunch of appointments separated by time and distance.  It’s instant and ongoing.

So where did Lauren end up.  Well, Monday she had 6 presentations.  Tuesday, 7.  Wednesday, 5 presentations.  Stop right there.  Think about that.  By Wednesday night, she had her 18 presentations.   If she wanted to, she could have taken off Thursday, Friday, AND Saturday, and Sunday except for a 90 minute booking.  How’d you like that schedule?  Be more effectual during the 8 hours you do work and you can.  But she didn’t.  Success is motivating.  It is even a little addicting.  She stayed in the field and ended the week with $9,000.  And she was in my office this morning, looking well rested and enjoying the experience.   Napoleon Bonaparte once said, “A revolution is an idea which has found its bayonets.”  Booking from the home, drop-bys, recruiting from the presentation.  The idea is a $1million week and those are our bayonets.  This will revolutionize not only Altig but all of American Income Life in 2013.

 

#1 ranked this week:  Hawaii. $30,523.  75% of all their new agent sales are off of referrals.   With 1,568 referrals turned in, they can have unlimited growth.   Ualena is charging for the top; they led everybody with $18,000.  Pam Furuya led all agencies.    Maui and Honolulu had $16,000 and $15,000 respectively.    That’s Blake Higuchi, Jon Emura and Chris Clark.

#2. Nevada.   $25,431.   Agents in their first six months there closed exactly 33% of referral presentations and 33% off of POS, or Policy Owner Service.   If you’re batting .333, keep swinging there.   Vegas Central is gaining steam.  All 13 of their agents wrote, closing one out of four.  David Iriye and Ho Tran are driving that office.  Operation Field will catapult them to the next level.

#3.  Washington.  $21,047.    They were second with 1,463 referrals.   $130,000 in Total ALP for the state, so they are flying.   51 writing agents, $2,566 ALP each.   Activity is up 30% so ALP is up 30%.   Those two always go hand-in-hand.  27% closing overall.  Nick Lorence turns in over $50,000 in Redmond alone.  Now that he’s back from his honeymoon, let’s see what happens to production.   Lynnwood topped $23,000 led by Josh Olin and Hunter Houvener.

Honorable Mention.  California.  $19,852 from agents in their first six months.  They missed by a $150, so it was a valiant effort.   Santa Rosa grossed $26,500 total ALP by itself.

AIL Weekly Leaderboard

5-17-13 leader board

Phils Memo 5-14-13

Phil_bio_pageA wise man will make more opportunities than he finds.  –Sir Francis Bacon

I hate to point this out to you guys since this is supposed to be the Good News memo, but I have spotted a character flaw among Altig Associates and that is this: They don’t like to share.   Take the WGB Bonus for example.   4 of the top 6 and over half of the top 15 are from Altig.   That is seriously hogging the spotlight.   Ryan Kendl.  $6,265.   Katie Massert, Mark Lomonaco, and Erez Shabtay were between $4,000 and $5,000.    $3,000+ were Joey Kennedy, Mark Nielson, Kevin Thuber and Dustin Dunar.  Over $175,000 in extra cash distributed.

Nick Lorence was the leader of leaders.  $6,319 bonus for his efforts there this week.  Blake Higuchi, Ryan Tucker, Bobby Gujral, and John McGrath all scored an extra $3K to $5,000.   Between the WGB and Leadership Bonus they handed out an extra $2,000,000.   Alyssa Huber, Steve Marker and Josephine Archuleta led the company in Training Bonus, sharing about $4,500.  Darrell Asbell got a $2,000 Longevity BonusJohn Collins, Daven Hermosura, Luay Gawl, Tiarre Hubbard and Melinda-Rae Lyse all got $1,000 or more in April.

We’re on Operation Field and it is gaining momentum.  Altig is dominating the leaderboard for individual production and when individual production is good, MGA production is good and when MGA production is good, SGA production is good.   You get the picture.  It all starts out with the producer in the field making a good solid living.

We’ve been looking our tool box:  How we do business.  Why do we have to look at that?  We’ve had incredibly successful, record-breaking, mind-blowing results.  Yes.  Times change and so must we; we are in a new century, a new decade, a new era.  I was reminded of that in the sports page yesterday.   Aaron Curry just signed with the New York Giants.   In 2009, Aaron Curry was considered the best college football player in the country.  He was an All-American on everybody’s list and won the Butkus Award as the nation’s best linebacker.  The Seahawks took him as the fourth overall pick in the draft.  Unfortunately, professional football is played at a different level, and he couldn’t adapt.  He couldn’t defend the pass.  When NFL teams would run a complicated play or one where there were multiple options, he couldn’t think it through or react fast enough.   He was really just a one-trick pony.  He was soon traded and Oakland discovered the same thing so they cut him.

Tim Tebow is another example.   In college, he was the Player of the Year and Heisman Trophy winner.  But his game couldn’t adapt to how pro football is played in 2013.  His delivery isn’t fast enough or straight enough and he isn’t accurate enough for today’s environment.  Today he’s looking for work and no one (outside of underwear commercials) seems to be interested.

 

So how do we not become irrelevant?  How do we not become yesterday’s hero but tomorrow’s business innovators?  Ahead of the curve and not behind it?  That’s what Operation Field is all about.  The 21st century is fast and mobile.  I walked into an office recently and there were a bunch of agents all on their cell phones making appointments.  And this is what struck me.  They were sitting in about exactly the same place as people were 18 years ago when we had a big phone system and land-line phones.  The only difference was that there were no 4-foot cords.  And I visually recognized that we were using 21st century technology in a 20th century way.   Not that we should discard it completely.   There still is a time and place for setting appointments out of the office.  That time and place though should be about 5:00 to 6:30 on Sunday afternoon.  Not multiple nights or all night.  Get in, get it down and get out.

 

So we talked about drop-by’s.  They are the second best closing presentation we have.  What is the best?  I was hoping you’d ask.  We actually close one type of lead at 75%.  Not “want to”.   Not just on a good day.  Not just our top, top guys.   Our operation field trainers have been perfecting the system and ARE GETTING a 75% close ratio.  And here’s the lead: Appointments booked from the home on presentations that were sold.    That’s 3 out of 4 presentations.   That’s incredible.

 

You see, when you think of your cell phone as you should: A mobile, connect-anywhere, anytime communication devise, you are freed to do business from any location at any time.  Some agents are stuck in 20th century thinking.  Even 22 year-old guys.  “I must make an appointment from the office”  “I must spend blocks of hours setting appointments.”  And you don’t throw all of that away but your cell phone is so much more.  You can make that next appointment sitting by yourself or you can make it with the guy’s brother or best friend sitting next to you.  Which do you think is easier?  Which do you think will get you a better chance at closing the sale?  Hello?

 

So the next tool in your 21st century tool belt is the Referral Appointment from the home.   You have texting capability.  You have speaker phone.   You are in charge of the situation.  Make it happen.  If you don’t, our games will become like Aaron Curry’s and Tim Tebow’s.  Very 20th century.   And we will watch the world go by from the sidelines.  Or even worse – sitting at home.

 

Top States and Provinces.

 

#1.  Hawaii.   $48,559 in NEW AGENT PRODUCTION.  Not total production.  Agents in their first six months.   They only sold 18 response cards for the whole state.  Everyone.   Yes, they are booking from the home and utilizing drop-bys and having more success than anyone.   They have 40 coded agents.   39 went out in the field and averaged almost $2,400 in ALP each.    Maui with Blake Higuchi, Jonathan Emura and now Tiare Hubbard are responsible for $30,000 of it.    Daven Hermosura and Pamela Furuya led the Ualena office.  They come in second.    Honolulu, Waipahu and Hilo turned in another $35,000 between the three of them.

 

#2.  Washington.  $38,877 in First Six Month Agent production.    Their new agents sold 13 response cards, 17 referrals and 13 POS.   That is balanced and rounded.    $108,000 in total production.  $900 a sale across the board.   All six offices contributed.   Redmond under Nick Lorence wrote $30K.    Josh Olin and Hunter Houvener turned in $21,000.    Tacoma edged out Renton, both around $16,000.   Spokane and Vancouver are off taking off with $7K to $8K.

 

#3.  Nevada.   $32,729 in New Agent production.  They are becoming an upper tier office.  How?  Through consistent hiring.    $48,000 in Total ALP.   Central Las Vegas led everyone with $30,000.  David Iriye and Ho Tran were #1 and 2 with $11,000 and $9,000.   The real story here, as with Washington and Hawaii is number of presentations.  They are up 25% from 2 months ago.   When activity goes up, everything goes up.

 

#4.   Utah.  $21,338.  At $970 a sale, the new agents did not have to close too many presentations to top $20,000.   Utah’s one of our youngest states, but they’ve figured out that 20 presentations is the key.     All 13 agents wrote and the averaged 16.4 presentations and $3,000 an agent.  We’ve always said 20 presentations averages out to $4,000 ALP per agent that they are just proving it.   Tevor Major in the SLC North office topped Team Patrick (Reiger and Stenglein) in the battle for supremacy of that state.

 

Tennessee and Ontario are making a move for it with $19,841 and $18,775 respectively.

Operation Field – 5/4/7/1

From FOM Lauren Coyne:

Grabbing lunch and checking Bill’s child safe box before the field! Operation Field, first appointment 1:59!  Send your fun field photos to altigtv@altig.com

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Operation Fun In The Field

On the way to our 5th sit. Just booked 3 referrals in one home! Didn’t know Hollywood existed in good ‘ol Virginia! Operation fun in the Field!

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Operation Field: 5 Pres A Day – 4 For Sure

Operation Field is all about working in the field:

  • 5 Presentations A Day
  • 4 For Sure
  • 7 Appointments Booked for Tomorrow
  • 1 Personal Recruit in every home

Darrel Asbell in Las Vegas sent us this:

“Looks like I can’t make my 5th sit of the day”

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AIL Weekly Leaderboard

Operation Field Month is dominating all of AIL claiming 8 of the Top 10 spots companywide! Check it out:

 

5-10-13 leader board

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