fbpx

Agency Performance Partners

Banner

Overdue Insurance Activities | How to Abolish Insurance Agency Backlog

Posted on June 12, 2023 by Kelly Donahue Piro

Is your agency struggling with overdue insurance activities?

You aren’t alone too many insurance agents bi-pass the agency management system and evoke their own organizational strategy. The problem is when everyone is working differently can be very challenging for leaders and team members to support the agency’s workload.

At APP we support a zero backlog environment! This may sound insane but it’s not when you focus on efficiency and clear communication. Too many agencies want to live in backlog to show they are “busy” but as we like to say it’s better to be productive than busy. Here are the common reasons agencies get backlogged:

  • High Volume Of Work
  • Technical Issues
  • Inefficient Processes
  • Management System Processes
  • External Factors

Agency owners who are in tune with their team will find ways through these scenarios. Most agency owner want their team to be happy and successful and not feeling drained every day!

Resources from APP On Overdue Insurance Activities:

Read our Blog On How to Abolish Insurance Agency Backlog

Get our FREE Guide on How To Get A Client on EFT Or Pay In Full

Get 20% off our Agency Job Description Templates to make sure your team is focus on the right clients [USE CODE TIME]

Learn How APP Can Help Your Agency Manage Time!

We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that’ll grow your agency with hugs & high fives along the way….just like a BFF.

Are you looking for insurance training to grow your insurance agency?

Shop online: everything from scripts and templates to on-demand courses to merch:

New call-to-action