Plan the rate-change rollout sequence
Packaged know-how that tells an agent how to do a job well.
You might say…
“I've decided to raise my rates but I have three live inquiries and two long-standing bureau relationships and I have no idea how to handle the transition.”
What it does
Plans how to roll out a fee increase — which inquiries to grandfather at old rates, how to communicate the change to bureaus and repeat clients, and the timing sequence to avoid relationship damage.
Trigger: Use once a repricing decision is made to plan the communication and sequencing of the rate change across different relationship types.
I/O: New fee levels + existing relationships + live inquiries + bureau arrangements → rollout plan with communication templates and sequencing schedule
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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