Need to learn about managing insurance agency time off? This is the podcast for you!
Do you struggle in managing insurance agency time off? It’s so complicated right? You want to be a great leader and give people necessary time to recharge but you also have clients to serve. It’s a bit of a pickle. However, with the right plan your agency can master balancing customer service and necessary time off for your team.
At APP we think it’s critical that both management and the team participate in managing time off at the insurance agency. In addition, different generations view time off differently. For example older team members tend to take planned time off in weekly increments. However, younger agency team members tend to take days here and there with less planning. Sometimes being a leader means you have to have a very clear guideline that everyone can follow.
We break down some tips on how managers can manage time off in an insurance agency:
- Ask the team to plan time off in advance
- Create a clear plan that is accessible to everyone (and hold people to it)
- Be flexible (when and only if you can)
- Lead by example (you take time off too!)
- Use technology
- Have back up plans
Time off can be tricky! You may have a great plan and then someone departs or someone is out on medical leave. It’s important you plan effectively for all of life’s hiccups.
Learn How APP Can Help Your Managing Insurance Agency Time Off
- Agency Assessment (Lets organize and optimize your book)
- Agency Efficiency (Move Your Team From Busy to Productive)
- 2 Year Program (Install Key Agency Growth Processes)
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.
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