It’s never an issue for insurance agents to stay busy. But being productive is a different story. What you do with your time can be what takes your insurance agency to the next level or it can be what brings your success to a complete halt.
Time is the most valuable asset you have and one that you can never get back. If you aren’t using your time wisely, you’ll never move forward.
Time management is a challenge and can be much easier said than done. Think of it like getting enough exercise or eating healthy—it’s something you need to manage every day. Part of your daily routine. We’ve got some fantastic time management tips to help you mind-hack your way around common time killers.
Mastering Your Time Management Skills
Time management is all about making a commitment to be more organized, maintaining your focus, managing yourself and using your precious time to your best advantage. Here’s how.
Identify and Eliminate Time Wasters
The inability to work efficiently and quickly can be a serious time suck throughout your day. And what tends to be the biggest culprit? Time wasters. Let’s face it, distractions are all around you. From email, social media and your phone, time wasters can become a major deterrent to getting things done.
Email is a necessary evil in the insurance industry. Don’t check emails when you’re “in the zone”. Block out times each day you check email and unsubscribe from any advertisement lists you may be on. During your high-concentration times, don’t let anything interrupt you. Stay focused. Shut your door or send any non-urgent calls to voicemail. Check social media only twice a day—before and after work.
Use the Time Management Tools You Have
You have tons of time management tools (most are free!) at your disposal—so use them! Use your calendar to schedule out your day and week. Use Evernote to easily create a to-do list and share ideas. Find the time management tools that work best for you - they’ll help make your day more efficient while saving you time!
Take Advantage of Client Relationship Management Services
Client Focus is a service that allows you to make better use of your time. With Client Focus you can spend time writing policies, not leaving messages. Our most successful agents do two things: build great relationships and write policies. They don’t get bogged down doing or managing busy work. The same is true at Client Focus. We only do one thing, and we do it better than anyone else. It’s how we stay at the top of our game; helping you grow is how we grow.
In the insurance business, client engagement is a HUGE differentiator. Agents who do it well write higher-value policies more often, but client engagement is time and resource intensive. With our professional call center and cutting-edge technology, we specialize in driving results better, faster, and with a dramatically lower cost—all while saving you tons of time.
Our business is helping you focus. Demand generation and appointment setting are tedious for you, but it’s the core of our business. In other words, your lowest-value activities are our highest-value activities, and we have over 2,000,000 appointments to prove it. One of our long-term customers said it best: “If I had people sitting in front of me, I could sell all day.” That’s what Client Focus does. You write policies. We’ll generate demand.
As an insurance agent, you will face many challenges throughout your career. Having your time management skills honed in will help you meet each of these challenges successfully.