Ok, so you have an ISA, now what?

Join Dale Archdekin and other industry titans as they share best practices on managing your ISA to successfully generate new business for your agents.

Managing an ISA is NOT an intuitive thing, most people need to learn how to best implement and utilize this position.

In this webinar, you’ll learn:

• Which metrics to hold them accountable to

• What results you should expect from them

• How to blend them in with your existing team

• KPIs for an ISA that should be tracked

• The amount of contacts/appointments to expect from your ISA

• Tips for a smooth transition of clients and appointments from ISAs to Agents

• What to do if your ISA is not hitting their KPIs