| Measurable
Results |
|
I
have been using the SMART Bonus System since 1/1/07 and I
have seen a steady increase in our monthly production. App
count is up 22% for the year, and 85% for June. Premium dollars
collected has increased with each passing month. My team
members are making more money under this system, and more
importantly, so am I.
Brent Cooper, Insurance Agent - Dallas, Texas
|
|
The
SMART Bonus System has made inputting and tracking new business
easier and has taken the burden off me and my staff to insure
accuracy of bonuses. It allows them to see what impact a sale
will have on them and it replaced other areas to input new
business. It has also let me see who is doing what and how
different sales styles translate into money for me and them.
It has also been one of the tools instrumental in taking
the agency from great production to winning a trophy.
Jeff
Gottesman, Insurance Agent - Philadelphia, PA
|
-
As a 30Yr + agent I have tried many bonus programs. Some my
own creation, others borrowed from other agents. None worked
as good as Smart Bonus.
- Team members record all their production. Accountability used
to be a big headache - not now.
- I am not the best on computer. If I can use it anyone can
use it.
- I had one team member that went from writing 4 life policies
to writing 62 this year alone. Smart Bonus was not the only
reason, but it didn't hurt to see the bonus come in every time
she added a life.
Mark Hodson, Insurance Agent - Tahlequah, OK
|
|
BUY
IT! I NOW RANK CONSISTENTLY 2ND OR 3RD IN AUTO PRODUCTION
IN MONTHLY PRODUCTION. THE SYSTEM PAYS FOR ITSELF.
EVERY
WEEK AT TEAM MEETINGS, BEFORE THE MEETINGS START THE TEAM
USES THEIR INDIVIDUAL TRACKING REPORTS TO PLOT HOW THEY WILL
MAKE THE NEXT TEAM LEVEL IN EVERY CATEGORY
Beverly
Taylor, Insurance Agent - Skiatook, OK
|
|
I
really like the fact that your system actually works! By that,
I mean that it can be tailored for whatever an agent wants
to emphasize and makes sense to everyone. My staff love the
bonus program and are more motivated than they've been with
any other plan I implemented. They're also making more money,
which equals more money to me! In the past, my bonus programs
didn't translate to an increase in my income. I feel that
I finally am rewarding them for the right things rather than
just doing things by the seat of my pants.
Your
professionalism, insight, and practical perspective are great
assets as far as I'm concerned. In the past, I've been intimidated
by many of the programs, but you are able to educate and assist
in such a way that I'm not afraid to ask for help or further
explanation. You are always quick to respond, providing excellent
service, and I feel the value received goes far beyond
the price of your product and service.
I
would give you a rating of a 10, and I refer you to others
for all the reasons above.
Lois
Kennedy, Insurance Agent - Sebastian, Florida
|
| Simplicity |
|
I
love the system it is so quick and easy and I know exactly
where I am with my goals every day....... I can't imagine
a bonus system without this system.
Linda
Huber, Licensed Sales Representative - Coral Springs, Florida
|
|
Easy
to track where we are at and see how we are progressing
towards our goals on a daily basis.
Shawn
Kreifels, Insurance Agent - Lincoln, Nebraska
|
| Great
Product |
|
We
have been using the SMART Bonus System for about 5 years now.
It is an awesome tool for anyone who wants to track just
about anything possible. It is also a great tool to calculate
commissions and payroll. It is definitely a system that wraps
itself around your office - year after year you can tweak
it to fit your needs.
Judy
Rogers , Team Member - Phoenix, Arizona
|
|
If
you want a Bonus system that motivates your staff to produce
and tracks everything without any input on your part other
than clicking on the report you want to review, you should
take a look at this one. I have been using it for 6 years
now and my only regret is that I was not using it earlier.
Tim
Modesitt, Insurance Agent - Vero Beach, Florida
|
| Motivation
to Produce |
|
I
do business with you because you have developed a tracking
and bonus system that keeps my staff focused on production.
Terry
Cropp, Insurance Agent - Tucson, Arizona
|
|
The
system is revolutionary in its ability to change mindsets
of my employees and to motivate new people who take positions
on your team. It also easy to install and is simple to use.
That is key. In our business hours come and go easily and
we need something that is not a time eater. It has helped
me switch the mindset of my team to production and growth.
It paints a relevant & personal picture of how growth
affects them and their own bottom line. I have been impressed
by the software and the support from your folks.
Matt
Pryor, Insurance Agent - Oklahoma City, Oklahoma
|
|
More
time is spent on making your sales than tracking your bonus.
When you are watching your goals be met, or striving for that
last straw, it really generates a vibe of excitement,
which I feel is helpful in the work and sales environment.
I've saved many hours within a week that were spent on bonus
tracking, and now I'm using those extra hours to generate
more sales opportunities. Thank you.
Tonya
Ryan, Licensed Sales Representative - Coral Springs, Florida
|
|
I
like the product and it gives my team an incentive to strive
for more. The program is user friendly and it helps us
keep track of our production or lack thereof! If I ever have
a problem, you are always ready and willing to help me out.
You are very accommodating and sensitive to my needs.
Billie
Sampinos, Insurance Agent - Price, Utah
|
| Excellent
Support |
|
Fast,
accurate, easy to understand explanations & solutions,
as well as suggestions to help me stay focused on my own business.
So far you all have surpassed my expectations! I appreciate
your follow-up.
Greg
Shilakis, Insurance Agent - Bensenville, Illinois
|
|
We
have been using The Smart Bonus System for about 4 years and
it has been fantastic. Wade and his folks are great
to work with and make it all easy. No matter what your
agency size is, it will make your business better and more
efficient.
Craig
Bagley, Insurance Agent Weatherford, Texas
|
|
Thank
you for all of your help Laura!! I really appreciate it. I
had purchased another bonus tracking system last
year, I paid more than what I paid for Smart Bonus and when
I could not get it to load onto my system- I was left with
absolutely no support, I called and called and left message
after message and no one would help me. It was the biggest
waste of money. I cannot thank you enough for having the support
system that you have at Smart Bonus! We are all very excited
to be using your system.
Lindsey
Dannels, Insurance Agent - Hummelstown, PA
|
| Agency
Management |
|
The
Smart Bonus System takes the hassle out of tracking bonuses
and is a great resource to use with staff to show their
individual financial contribution to my agency.
Jan
Greathouse, Insurance Agent Cleburne, Texas
|
|
Improvement
is difficult to achieve without measurement. The SMART
Bonus System is effective because it is simple to understand,
simple to use, tailored for my agency and easily adjusted
to accommodate change. It provides my staff and me with
an accurate measurement of key indicators of Agency performance.
I am very pleased with the program and recommend it without
hesitation.
Bruce
Langford, Insurance Agent - Miami, Florida
|
| Efficiency
& Flexibility |
|
It's
a great way to record the bonuses, to review progress, and
to plan for the future. We would probably have no clue
of what our production was on a day to day basis unless we
had this system.
Jennifer
Ramirez, Licensed Sales Representative - Weston, Florida
|
|
Program
is great and you are willing to set it up based on my needs.
Tony
Brummitt, Insurance Agent - Oklahoma City, Oklahoma
|
|
I
love the product. It fits well into our systems. My team
really likes it as well.
Mark
Musser, Insurance Agent - Bixby, Oklahoma
|
|
Your
system - Better than any other system - Easy to set up
and team love using - grreeaatt extra features. Great
tech support which is important - especially first of
year. Good teleclasses.
Dlana
Bodmer, Insurance Agent Lebanon, Virginia
|
|
The
flexibility of the system makes it easy to adapt to our bonus
system. You have good system support with a quick response.
You are doing great, and we love the product.
Bob
Dann, Insurance Agent - Palmetto Bay, Florida
|
|
I
used to spend hours and now I spend 10 minutes. No more paper,
no more entry from me. The staff can see and know at any time
where they are in reaching goals or payment level.
Layne
Peer, Office Manager - Miami, Florida
|