Your success as an insurance agent – and the success of your agency – are dependent on your ability to manage your time and maximize your sales. Below are some tips to help you increase your productivity as an insurance agent.
5 Ways to Increase Health Insurance Agent Productivity
1: Streamline routine tasks: Employing new technology can give you the tools necessary to automate routine (and repetitive) tasks. That includes scheduling appointments, following up in your outreach to prospects and clients, and much more. Automating tasks frees up time for you to focus on what’s really important: sales. Software you might consider includes Monday.com, ClickUp, Notion, and Wrike. Some of these offer a free plan and/or a free trial.
2: Adopt CRM: A Customer Relationship Management (CRM) program can help you and/or your business maintain better customer records, expand your communications, improve tracking of client interactions, and much more.
CRM gives you a straightforward way to strengthen your business relationships, drive sales growth, and improve customer retention. The right CRM platform can be transformative. It can provide you with greater insights into your business block. Check out our prior CRM-related blogs: Ranking the Best CRM Options for Insurance Brokers and 5 Signs You Might Need a CRM System.
3: Add productivity tools: The right management systems can make your agency more efficient, enhance communications, speed up quoting, streamline payment processing, ensure regulatory compliance, and enhance data security.
Some of the platforms mentioned above could be useful, as well as SmartSheet, Quickbase, and ZOHO. Free versions or free (or low-cost) trials are available. To expedite client quoting, consider WBQuote and/or WBQuote Lite from Word & Brown. We’ll even run your quotes for you.
4: Implement frequent process reviews: A good business practice is to regularly review your agency processes and what’s working – or not. It’s important you openly discuss potential logjams and the most efficient way to overcome them.
5: Invest in yourself – and your staff: Look for opportunities to educate yourself and others about industry trends, changing regulations, product introductions, and new technology. If you’re working with a general agent, that could be a valuable resource. Participating in the National Association of Benefits and Insurance Professionals and its local or regional affiliates will also help you stay on top of our ever-evolving industry.
Read Insurance agent productivity hacks: How to squeeze 10 hours into 8 on LinkedIn and How to Easily Increase Insurance Agent Productivity for more ideas to make yourself more efficient. Also a video below on Time Management Hacks for Insurance Brokers.
Another way to free up time (so you can focus on sales) is to partner with Word & Brown. We are ready to assist you with:
- statewide sales support and quoting assistance (in California and Nevada)
- a diverse full-product portfolio from a roster of carriers
- industry-leading technology, including HRIS tools for your clients
- teams of experts focused on Underwriting, Large Group, and Ancillary
- enrollment assistance – in-person, onsite, and online
- in-house Compliance expertise and an online WBCompliance Wiki
- training, education, and marketing support
- value-added extras like POP and COBRA admin services
Call your Word & Brown representative today to learn more. Or if you’re not doing business with us yet, call 800-869-6989 or get started by filling out our online form.
