Does insurance agency task management drive you nuts? You log into your insurance agency management system and you see all red. Then your mood turns red and you wonder what is going on. You poll your team and ask them what is happening. Everyone has the same response – it’s just busy. You then dive deeper into the insurance agency task management.
What you generally find is some of the following scenarios:
- tasks that are done just not closed
- work on clients that should be delegated
- bending over backward for the wrong clients
- lack of documentation
Now you go from mad to volcanic! But if you jump to the wrong conclusion than you run into bush back from your team. Instead you need to stop and understand their perspective. The team needs to understand why you focusing on zero backlog will benefit them. You will need also provide your team training on how they can better manage their desk to get to a zero backlog environment. The agency team leaders and management must lead by example and not be backlogged themselves or follow the process when backlog exists of raise our hand. Last but not least celebrate success when you get to zero backlog!
00:00:00 Introduction
00:00:13 Abolish Insurance Agency Backlog
00:00:37 Automation and Technology
00:00:46 Management Systems
00:01:01 Dashboards and Activity Tracking
00:01:30 Hiring Extra People and Third Parties
00:01:57 Processes and Procedures
00:02:23 Retention and Selling
00:03:40 Conclusion
Resources from APP On Insurance Agency Task Management:
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!
- Agency Assessment (Lets organize and optimize your book)
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- 2 Year Program (Install Key Agency Growth Processes)
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