A five-minute game
Survive renewal season.
Q4 at a small benefits agency. Ten clients, thirteen weeks, and an inbox that never stops. How much of the book do you keep?
Free, no sign-up to play. Works on a computer or a phone, and it's better with sound on.
Play
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01
By hand
Every piece of paper goes through you.
Carrier emails, census forms, renewal quotes. The phone rings, a client walks in, a deck needs presenting. Miss one and a client starts looking elsewhere.
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02
Hire help
Hires take work. They also make some.
Another person clears the pile faster, and adds payroll, questions, and handoffs you still have to review.
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03
Turn on agents
Agents take the copy-paste.
Carrier emails, census updates, renewal quotes. The paperwork moves on its own, and your time goes back to the clients in the room.
+Play now -
04
The real one
The game is made up. The pile isn't.
If your fourth quarter looks like this, that's the work I build agents for. Thirty minutes, no fee, and a straight answer on whether I can help.