4 Productivity Tips For The Busy Insurance Agent

When you have a large and steady selection of paying insurance customers, being an insurance agent can seem like a passive income job. But most people don’t live in the perfect world where they can stay on vacation while the checks keep coming. Most stay busy attracting new customers, selling policies, and supporting existing clientele. Basically, an insurance agent’s job is a busy one, and if you’re not productive, you won’t be at it very long. That’s why we’ve put together the following productivity tips, allowing you to start your days and weeks off right. Our suggestions below!


One: Always Keep A Schedule

Part of the lure of becoming an insurance agent might be that they don’t have to punch a time clock every day. But those of you who’ve been at the job any length of time know that you end up working a lot harder in your role than you ever did in a monotonous time clock occupation. That’s because your career is on the line almost every day and wasted time is money out of your pocket. To manage your responsibilities, you’ll need a schedule that keeps you on track. Some prefer a paper schedule while others can’t live without the reminders and alarms on their smartphone. Whatever gets the job done! Techies, do try to have a backup planning system should you experience any technical difficulties.


Two: Pack Your Schedule, But Dont Underestimate The Time It Takes To Perform A Task.

People with busy schedules tend to get more done. Productivity study after productivity study has proven this to be true. As with setting your goals too high — even if you fail, you’re bound to go further than you would have if you accomplished something small and rested on your laurels — you should do your best to make sure there isn’t any downtime in your work day. That being said, keep in mind that most people tend to underestimate the amount of time it takes to complete a task. As a general rule, I like to plan my day as I would under normal circumstances and not think about actual time until I’ve written down all the tasks and assigned my rough estimate. Then, I calculate that each task will take around 30 percent longer than I initially assigned. That means if I schedule out what I believe to be six hours worth of tasks, I can go ahead and add 18 minutes for each hour (an extra hour and 48 minutes, for close to an eight-hour day). You’ve nothing to lose by doing this, provided that you’re looking at the overall picture of your week and planning something for each day. If you finish early, you can either reward yourself or move on to the next day’s tasks until it’s time to call it a day.


Three: Prioritize Tasks.

When setting a schedule, make sure you’re not giving equal time to unequal tasks. Start by identifying the one thing that you MUST get done for the day even if something happened that forced you to stop working. Be mindful of deadlines, but try to keep it to a single task. Estimate how long you think that task will take, and then fill out the rest of your day with other smaller tasks. What tends to happen is this: you focus so intensely on the one thing that you finish up sooner than expected, and that feeling of accomplishment gives you the energy to hit the other things on your list, and/or to make headway on a bigger project looming on the horizon.


Four: Get Mobile.

You may still be a paper-and-pen sort of insurance agent, and that’s fine. But your love of pen-and-paper shouldn’t stop you from getting mobile. Smartphones have simplified life for almost everyone. When used correctly, you will never be late for a meeting or overdue on a task again. The app images are colorful and attractive. The cloud syncing features allow you to carry your tasks with you no matter what device you’re on. And the camera functions allow you to store all your scribblings and notes in a searchable and organized manner. (Thank you, Evernote.)


In Summary

A major part of success is often showing up to do the work. But to be productive, you need to be a doer and a thinker. By incorporating the above suggestions into your daily routine, you can start doing breakout business in the next few months. Good luck!

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