Let’s round up those accounts and make 2025 our best year yet! Every policy added strengthens client relationships and helps us hit our 600 account round goal—plus, there are awesome rewards along the way!
📊 Tracking Link:
Round-Up Rally Standings
🏆 How to Win: Three Levels of Rewards!
🚀 Level 1: The Fast Five (Team Goal)
✅ As a team, hit 150+ personal lines account rounds in a quarter
🎁 Everyone who contributes at least 5 account rounds gets a $XX gift card!
💪 Level 2: The 600 Club (Team Goal)
✅ Hit 600+ personal lines account rounds by year-end
🎁 Everyone who contributes at least 25 account rounds for the year gets a $XX gift card!
🎯 Level 3: The Super Closer (Individual Goal)
✅ Get 15+ personal lines account rounds in a quarter
🎁 Earn a $XX gift card for your efforts!
🔥 Ultimate Individual Bonus: Break last year’s record of 51 personal lines account rounds and earn an extra $100 gift card!
🔥 Pro Tips for Success
✔ Bundle Up! Auto + Home + Umbrella = Happy Clients & More Rounds
✔ Set Daily Goals! Plan call-outs to clients for policy reviews
✔ Utilize Tools! Easily send the Canopy Connect link and Replacement Cost Evaluation Form from our Personal Lines Landing Page:
🔗 Canopy Connect: https://app.usecanopy.com/c/rismaninsuranceagencies
🔗 Replacement Cost Evaluation Form: https://form.jotform.com/243124326434045
✔ Stay Competitive! Check the leaderboard & keep the energy up!
✔ Like & Share! Engage with our LinkedIn posts to help boost visibility and awareness
Let’s crush 600 account rounds and make 2025 the best year yet! 💪🚀
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