Building Your Team
Every agent at Puente was a client or a client’s family member first. They saw how this works from the client chair before they ever sold a policy. That is not an accident; it is the recruiting method.
How we recruit
Section titled “How we recruit”Watch for the signal: somebody asks how you do this job. A client, a client’s cousin, someone at an event. When they ask, that is the conversation. People who watched you take care of their family already trust the work.
How a new partner learns
Section titled “How a new partner learns”A new partner shadows the same way a new agent does (see Sales training), with one addition: they sit the Monday sheet review. They need to see the discipline part, not just the selling part. An agent who can sell but cannot run the sheet builds a team that leaks.
What to share about compensation
Section titled “What to share about compensation”Keep it simple and transparent:
- It is the standard Lone Star Mutual hierarchy.
- A new agent contracts under you, and you override.
- Everything transparent, no mystery percentages. If you cannot explain the split in one sentence, do not recruit until you can.
The play, in one line
Section titled “The play, in one line”Take care of clients so well that one of them wants your job, then teach them exactly this handbook.