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?

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Free, no sign-up to play. Works on a computer or a phone, and it's better with sound on.

The game: a small agency office seen from above, with a ringing phone, a renewal quote at the copier, and the client list in the corner Play
  1. 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.

  2. 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.

  3. 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.

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  4. 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.

    Talk to Chris