7 Things Successful Agents Do To Maximize Their Time

Maximizing your time is essential if you hope to run a successful insurance business. At any point in the day, you may have to be salesperson, customer service representative, social media manager, marketing expert, and employee manager. That can take a lot out of you without the proper system for managing it.

To assist, we’ve shared some of our favorite pieces of advice that we’ve learned through mentors and daily experience. Feel free to steal them if you’re not already doing something similar. Let’s get started!

1. Successful agents save long term planning and exercise for the mornings.

Mornings are the best time of day to work in all of the things that do not immediately matter to the flow of your work day. That’s not to say that they are not highly important. Getting in a nice run or walk, an energizing breakfast, meditation time, and some long-term planning and prioritization, are all conducive to your overall success.

Generally, if you can devote 80 minutes of focused time to the planning and preparation activities mentioned above each morning, then you will have a great foundation on which to build the rest of your day.

2. Actionable steps are important to the successful insurance agent.

When it comes to planning, there is the process of identifying projects that need to be done, and there is the more finely tuned process of breaking down those projects into a list of actionable steps. While it may take a little extra time to identify what those steps are, it can save hours and boost productivity on the backend.

It is recommended that you sit down with a piece of paper and something to write with, and list out a minimum of three things that you absolutely have to get done for the day. From there, take each item, and list out a minimum of three individual actions that will need to be taken in order to mark that project complete.

3. Successful agents do not overstuff their days.

To piggyback on to the previous point, you should probably list no more than three projects per day of primary importance when building out your schedule. The human brain, if it attempts to do too much, can start to get distracted and cluttered, thus impeding overall productivity.

Starting your day by long-term planning will allow you to identify the projects for the week that are true priorities. It will also allow you to pull from a list of smaller items once you accomplish your 2 to 3 major projects daily. As a result, most people who plan just two or three major to-do items per day end up getting a lot more done than those who start their days with a lengthy and ambitious itinerary.

4. Multitasking isn’t in an insurance agent’s vocabulary, nor should it be.

Many people in business make the mistake of assuming that they are good at doing two things at once (and sometimes more). Studies have borne out, however, that human beings actually stink at this so-called “ability.” What people often assume to be multitasking is, in reality, switch-tasking or moving quickly from one task to the next.

Do whatever you have to do to get in the zone and accomplish one thing before moving down your priority list. If you plan to call 50 prospects in one day, instead of sprinkling them throughout your schedule, set aside 60 to 90 minutes where you focus on nothing but the phone and your list of prospects’ numbers. Such an approach will ensure that whatever you are doing is accomplished, that no one falls down the cracks, and that you are able to move on to the next project with a clear mind.

5. Insurance agents who succeed are both farsighted and nearsighted.

The terms farsighted and nearsighted are often used in a negative context to denote a decrease in vision. If you are farsighted, then you can’t see very well when things are right in front of your face. If you are nearsighted, vision gets blurry after a few feet. As an insurance agent, you need to change your perspective with regard to these terms. You need to be both farsighted and nearsighted.

When farsighted, you should focus on the long-term projects that you need to get done. Think about where they fit into your immediate reality and about how much time you will need to get them accomplished as well as the pertinent action steps that will need to be addressed from day-to-day. When nearsighted, you should be focused on the day, hours, and individual action steps ahead. Compartmentalize your goals, and break them into manageable chunks.

6. Successful agents value their health.

Health, which includes exercise and the nutrition that you put into your body, can often become afterthoughts to an insurance agent. That’s because agents spend so much of their day using their minds that they don’t stop to think about what their bodies need. It’s an easy trap to get into, especially if you were active and had a high metabolism throughout high school.

It’s important for agents, and for any professional for that matter, to prioritize their health by making it a part of their daily schedule, just as they would for cold calls, client meetings, and marketing activities. By turning it into a work obligation, the agent will start to feel more energetic, motivated, and capable for the mental tasks ahead.

7. Successful insurance agents know how, what, and when to delegate.

While delegation may not always be an option when first starting out, successful insurance agents understand that in order to exponentially increase their results, they have to learn what to let go of from their workloads. An agent who tries to do everything himself may be pretty good, but his attention will always be divided.

In order to excel in areas of sales and marketing – as required of the successful insurance agent – some things have to go. Things like data entry, answering every phone call, acting as receptionist. The goal: when you reach a certain level of success, reinvest those results into staff were support services that will allow you to focus on your main objective – the client – ahead of everything else.

In Summary

So much of being a successful insurance agent is about using your time wisely, and with the tips we’ve presented here, you should have a good start. Use these, adapt them, and come up with some of your own.

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