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SPECIAL REPORT – HOW TO ONBOARD NEW CLIENTS AT AGENCYFINDER

For an agency that’s participated in any of our client agency searches, you know the drill. But if you’re a recent enrollee or haven’t seen traffic you hoped for, this is for you! But also a good veteran refresher..

FIRST SOME FACTS:

1. We’re a search consultant with a large propriety database of enrolled agencies
2. All agency profile data was contributed by that agency – it was not curated (scraped)
3. We are not a directory. Prospects don’t navigate the site looking at your bits of data
4. Your agency becomes a candidate when your data matches the prospect’s search
5. Your paid status entitles you to participate for 12-months in any and all reviews
6. Your paid status has no effect on your candidacy (you don’t pay to play)
7. At Manager or EVP you’re eligible to hold your due-diligence interviews
8. At EVP you are paid to participate in all phases of all* client reviews
9. Prospects only see your profile when you’re a matched candidate
10. Your “free” Iridium profile is an elaborate business card

STEPS TO ENSURE YOUR AGENCY’S SELECTION AND PARTICIPATION

1. Enroll and enter your data at ENROLL NOW
2. Complete INITIAL data entry where called for
3. At STOP – Tick any and all that apply
4. Confirm there is a fee for our services
5. Check your email and capture your login data
6. Build an AgencyFinder email folder
7. Login and build out your profile – data entry plus essays
8. Set Your Record Active when fully finished – review first
9. Email to schedule audit & review
10. When invited in client search, PLEASE RESPOND always
11. If participating, read and follow search instructions
12. Best of Luck! (call Chuck to discuss)

TO BECOME AN ACTIVE AND ELEGIBLE CANDIDATE

1. Review finished profile and make needed edits
2. Study Agency Plans & Prices to weigh your options
3. At minimum, select and pay for Manager Plan
4. Do not OPT OUT