How An Insurance Agent Can Get The Most Out Of Each Day

If you’re an insurance agent in the 21st century, then you know there is a lot to compete with and a lot to compete for. The biggest things that you can do to give yourself optimum opportunity hinge on your productivity style. What are the routines and the practices that you implement every day to reach the clients, who can benefit most from what you have to offer? If you’re having trouble getting started, we have put together a list of things you can do every time you wake up to make a difference. Here goes!


  1. Get up at the same time.

Starting your day at the same time will establish a healthy routine, which is the beginning of structure. And with all the moving parts that an insurance agent has to face day-in and -out, structure is vital. The great thing about the changing landscape of insurance and technology is that you have a bit more flexibility with the time that you choose. As you dig deeper into your business, you may want to optimize your schedule to align more with the work schedules of your clients. Starting out, it could make sense to be up and at it by 7am. But the more you learn about your client preferences, you may want to push that start time a little later in the day. Just as long as you find the one that works best for your situation and stick with it!


  1. Be mobile.

Smartphones and tablets allow you to get more done in the in-between times than ever before. If that means clearing out some email when you have a free moment before lunch arrives at the table, so be it. By using your mobile device and apps, you can knock out the trivial details of your day, or you can address an emergency as it arises no matter where you are.


  1. Track contact efforts and stay with it.

This is so important for working with leads. As we’ve mentioned before, it takes several attempts usually before you reach conversion status. Without some system of tracking who you’re contacting, how you’re contacting them, and what was said, you could miss an opportunity.


  1. Limit personal Internet Time.

When you’re in between calls, it’s so easy to swing by Facebook and get caught up in a political argument with one of the 8 zillion “friends” on your list. I’ve seen whole days get flushed straight down the toilet because people just couldn’t let things go. Facebook’s addictive nature plus a billion blowhards makes it very difficult to get any work done. And when you have a good routine established (see tip no. 1), adding these unnecessary detours can be critical to the health and longevity of your business.


  1. Do one thing to add value to your online identity.

While chasing leads, holding meetings, and, hopefully, converting business, it’s easy to let your online identity go. Big mistake. More than two-thirds of all customers are turning to the web to find insurance. If you’re not active, then you’re missing out. But the good news is, building a strong online identity doesn’t have to be a sprint. As long as you do one thing each day to improve your online marketing presence, you’ll find yourself profiting greatly over time. So if you have time, take a burning question your customers have and shoot a five-minute video providing an answer. Then, upload it to YouTube, share it with your social media followers, and continue with your day.


In Summary

Through routine, mobility, barring distractions, building a strong online identity one step at a time, and exercising strong organizational skills where they count the most, you can turn insurance leads into customers. What are some of the productivity tips that have really helped you turn your business into a success?

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