QUICK JUMP TO:
- GENERAL ADMINISTRATION
- MARKETING MATERIALS
- WORKSHOP MARKETING MATERIALS
- AGENCY MANAGEMENT MATERIALS
- WEBINAR & DEMO SCHEDULE
GENERAL ADMINISTRATION & TRAINING:
- 2007 Partner Update Letter - Bringing you up to date on the many changes and upgrades we’ve made to HR That Works in 2007 and give you a glimpse into what’s in store for 2008..
(PDF) - Welcome Video (ONLINE) - This video welcomes users to HR That Works and is also available on the Welcome page.
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HR That Works MARKETING MATERIALS:
We have brought on a HR executive/consultant to do telephone/online coaching of your client's HR person. Julie Oldbury is awesome and knows HRTW inside/out. If you don't have a point person in house to do this for your clients, then Julie will do it for you. The annual fee (which you can absorb or pass on to your clients) is $750 per annum for 1hr/mo. and $1,350 for 2hrs/mo. Not a bad investment to really get a company's HR act together. Please call me at (800) 234-3304 if you are interested in this program. I am sure we can talk Julie into some volume discounts.
- Making HR That Works a Success (PDF) - Strategies on making HR That Works work for you.
- Marketing HR That Works Notes - Don's thoughts and observations on how he and agencies benefit from the program.
- Marketing Demo Order Form (WORD) - a demo CD-ROM customized with your company information to help communicate the many benefits of HR That Works to your clients. ($395/100 CD's.) If you don't have a sample demo, give us a call (800)234-3304 and we'll mail one to you ASAP!
- Marketing HR That Works Full Demo Outline - Here is a full presentation that should last for approximately 30 min.
(WORD) (PDF) - HR That Works Marketing Scripts (WORD) - How to have the conversation about HR That Works
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HR That Works Marketing Scripts (Audio) - At one of the implementer schools, I showed how four out of five times I get an executive on the phone, I am able to sell the program for $997 or $97 per month. You can do it, too. At times I will wrap it into my risk management or speaking services. - Objections to the Program (Audio) - These are so you can become familiar with how to address any objections such as "I don't need it", "I don't have the time", "I don't have the money", or "I've already got one." I would suggest that you burn these to CD-ROM so that all your brokers and CSRs can listen to them. If you don't know how to do that, ask one of the kids in the place.
- HR That Works Cost Calculator (WORD) (HTML) - Fastest way to identify the true pain/cost of poor HR practices. You can input actual figures on the HTML version.
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Knowing Your HR Problems and Providing Solutions (Word) - Here are the
five most common employer concerns and what we have done to address them with
the HR That Works program.
Place it on your letterhead.
- Program Benefits and Features (WORD) - Use this Word document as a one page summary of the HR That Works program. Please feel free to manipulate it for your look and feel.
- Program Benefits and Features Summary (WORD) - Use this Word document as a three page summary of the HR That Works program. A great addition to your proposals.
- Direct Email Piece (HTML) - This is an extensive summary of the many features and benefits of the HR That Works Program. You can always send an e-mail with this link in it.
- 99 Powerful Strategies for Preventing Employee Claims (Word) - This booklet is a value- added tool you can provide your professionals and insureds. It is designed to be a self-mailer or stuffed into a regular business envelope. You can either download and customize and send to your printer or download the pdf, mark up and send to us for customization at our cost. Customization plus 100 booklets for $297.00, plus shipping and handling.
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Seven Traps Facing Business Owners in Denial About Their Human Resources - An addition piece to convince executives about the value of sound HR practices.
(PDF) (WORD)
- Agency HRTW Marketing Trifold (Zipped PageMaker 7) (PDF)- Another marketing piece (trifold mailer) you can send to your clients to promote HR That Works. You can either download the PageMaker 7.0 document, customize yourself and send to your printer or download the pdf, mark up and send to us and we will customize it at our cost. Customization and 100 brochures for $197.00, plus shipping and handling.
Partner - Agency HRTW User Demo (Streaming Video) - This is a 15 minute brief look into the administration end and marketing of HR That Works.
HRTW User Demo (Streaming Video) - This is a 12 minute brief review demonstration you can use to pique interest in clients and prospects in HR That Works.
Training Demonstration (Streaming Video) - This is a 45 minute step-by-step training demo showing clients how to use HR That Works program. Once you've logged on, this link is also available on the HR That Works site's welcome page.
HR That Works Audio Summary - A summary of HR That Works benefits and features. You can add this link to your web site.
- HR That Works Banner - This icon is to be used on your web site to access the HR That Works login. Once the banner appears in your browser, right click on icon and click "save picture as" and type HRTW banner. This will save it to your hard drive.
- HR That Works Logo - For those of you who prefer to use the logo instead of the banner, right click on icon and click "save picture as" and type HRTW logo. This will save it to your hard drive.
Note: Jack Burke will burn multiple CD's for your teams at a discounted price. Contact Jack at Sound Marketing by email - jack@soundmarketing.com or call him at (800)451-8273.
- CRO Forum Handbook (PDF) (WORD)
- CRO Marketing Brochure (Pagemaker) (PDF)
- Marketing & Management Handbook
- Marketing Brochure (Pagemaker) (PDF)
Alan Weiss Consulting and Speaking Materials - Alan Weiss is a genius that I have been using as a "coach." (not cheap...5k for 6 mos.) I was pleased when he gave me permission to forward the below link: https://ssl.cgicafe.com/clients/summitconsulting.com/mdc_downloads.html.
As we move insurance to the consulting side there is no better mentor than Alan. While some of the tools are for speakers, even that should be of interest to you. His approach to consulting and proposals are his strength. Of course, his books are great too.
Many of our partners have asked me to speak for them. These materials help manage and market the workshops. Please feel free to use them for your workshops. You can learn more about my speaking at www.donphin.com/speaking.asp.
- Seminar Flyer (WORD) - Use this Word document as a one page invitation for the Building Powerful Employment Relationships and HR That Works seminars. Let's get those prospects in the seats.
- Workshop Invitation (WORD) - Modify this document for your agency. To be used with or without a CDRom enclosure.
- Workshop Evaluation (WORD) - Modify this document for your agency. To be passed out with handout and collected after giving a workshop.
- Workshop Checklist (WORD) - The checklist includes suggestions for the workshop, including room size, set-up needs, marketing and more.
- Speaking Contract (WORD) - Don's speaking contract.
- Speaking FAQ's(PDF) - Don's frequently asked questions.
- Powerful Presentation Techniques (PDF) - The document is filled with observations and strategies designed to help you give powerful presentations that will result in client activity and referrals for yet even more presentations.
- Talking To the Top: Executive's Guide to Career-Making Presentations (PDF) - The book summary is from the best book on how to give an executive presentation.
- Watch a clip of Don Phin being interviewed by The Central Valley Report during a Capax workshop by clicking here.
- Workshop Invitation Audio - To use when marketing Don's workshop to your clients. You can put this link on your site or have Jack Burke burn you CD Roms. You can order CD Roms from Jack Burke at Sound Marketing, for only $1.50 each, including your company logo, by calling (800)451-8273, or emailing him at jack@soundmarketing.com.
- Workshop Testimonials (Word) - A word document of testimonials given on Don's Workshops.
All of you know how I preach the importance of skill tests and assessments in the hiring process. For some time now, I have been looking for a solution designed specifically for insurance agencies. Now there is one! It's called the Insurance Hiring System (IHS). As a courtesy to our partners, the folks at IHS will provide a free assessment for your next hire. To learn more, go to www.insurancehiringsystem.com or call (617)639-0205.
My good friend, Chris Burand, is an insurance agency financial genius. Read his newsletter to improve your bottom-line.
Since I speak to hundreds of agencies, I figured I would share some agency marketing materials with you:
- What's On Your Walls? - It is important to send your message out every working day to every employee, client and prospect. Here are a few suggestions.
- Meeting Your Emotional Needs - How well is your agency addressing the emotional needs of your clients?
- How Would You Like To Work For This Agency? - An example of agency excellence. How do you stack up?
- Performance Improvement Dialogue Worksheet - An intra-agency dialogue that should occur at least every ninety (90) days. Capture what you learn and create a "best practices" document.
- Team Commitments - This document was designed to give you a head start on creating a set of Team Commitments that can work for your agency. Make sure you get input in the process. Once you finalize this document display it proudly and often.
- Client Bill of Rights - You won't find us not returning phone calls, not explaining how we bill our clients or leading them down the path of litigation when a claim should be resolved at an early stage. Make this form available for your clients.
- 5 Most Important Things We Do Everyday - We've created this memo to help you focus and improve your team efforts.
- What Makes Your Agency So Different? - Here's the checklist you might consider when it comes to how unique your agency is.
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Power Position Your Agency - A book summary.
(PDF) (Word) -
The Ultimate Sales Machine: Turbo Charge Your Business with Relentless Focus on 12 Key Strategies - A book summary.
(PDF) (Word) -
Unleashing the Killer App - A book summary
(PDF) (Word) Listen
to Managing
Employees at Your Agency: A One Hour Conversation with Don Phin
- This is an insightful conversation Don had with Chris Burand about properly
managing an agency workforce. Something every agency can do better!
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RAM file: These files are stored in RAM format and require Real Player which can be obtained by clicking here.
Note: Sound files take time to download, so please be patient.
If there is ever anything you need to support your marketing efforts that cannot be found on this page, then please let me know. Our goal is to be the most cost effective, impactful and enjoyable program you can work with. If you ever have a question, please call me directly at (800)234-3304 or email me at don@hrthatworks.com.
May all your risks be profitable,
Don Phin,
President, HR That WorksClick here for Agency Webinar Schedule.