1. BDC CREATION TOOL

2. OBTAIN / RETAIN OBTAIN RETAIN
The main purpose of the Business Development Center is to aid in Obtaining and Retaining ideal clients. Below is a list of all the possible responsibilities a BDC can have.
OBTAIN
RETAIN
Assistant Sales Manager (Tracking)
Assistant Sales Manager (Coaching)
Graphic Design / Branding
VAS Coordinator (to prospects)
VAS Coordinator (keeping promises to clients)
Telemarketer
Appointment Scheduler (new business)
Appointment Scheduler (continuations)
Measure / Monitor
Meeting Coordinator (prospect seminars)
Meeting Coordinator (client seminars & lunches)
Relationship Management (prospects, insurance companies, COI)
Relationship Management (clients, fellow employees, insurance companies)
Advertising
Proposal Development
InCite Coordinator
Practice Organizer / Facilitator
Researcher
Pipeline Management

3. IDENTIFY & RANK RANK FUNCTION
On the previous list, cross off the items that your Agency already does well and that do not need to change. Are there any items that could be added?
List and rank the remaining items.
RANK
FUNCTION

4. ASSIGN RESPONSIBILITIES
Now that you have identified and ranked all the functions your BDC will be responsible for, it is time to assign those responsibilities to specific people.
FUNCTION
WHO?
IMMEDIATE IMPACT
KEY 3
FIRST STEP