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Agent Adoption: Celebrating Small Victories

February 03 2014

rt adoption small victoriesWe all know that getting agents to use technology tools is a difficult challenge. Many times, agents will adopt technology when it is proven to bring them more business, and it will alleviate extra work, such as paperwork.

All too often, I see a company make progress getting a CRM or other tech system adopted, then slow down when it comes to promotion. This is a constant challenge and takes a commitment from the top down to prove to your agents that a new technology will make their job easier in the long run. The old saying, "no pain, no gain" is never more evident than with agent technology.

Agent Adoption

Three of the best ways to get agents to use their technology are to:

1. Offer incentives. Some examples of this are to keep track of logins and activity, then create a wall of fame for those using it. Monitor key metrics such as contact size, email volume or any performance based metric you can find to know if agents are using the system. Then, offer rewards. Small performance fees, centered around productive tasks that increase ROI, may be worth a periodic payout.

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