Does your team struggle with insurance agency task management?
You know when you look at your agency management system and see everyone at with backlog. Now you may not believe it but you can get to a zero backlog environment. Remember everyone of those tasks is a promise to a client or another team member. With backlog comes broken promises.
This content discusses time management tips for while we are in quarantine during Covid-19 but the tips still stand true. You will need to focus on cleaning up activities in the agency management system, prioritizing tasks, and following up with clients in 48 hours instead of one week. To master insurance agency task manage we also suggest avoiding scheduling tasks on Mondays and keeping Fridays open in case of backlogs.
Part of mastering insurance agency task management is discipline. When you have no goal you have nothing to celebrate! Thinking every day about how you can complete the tasks and setting a target helps your team stay focused. Imagine how much better your team would feel without the burden of overdue tasks. Many agencies feel as though in order to get ahead you need more people. The reality is that your agency may need better efficiencies.
Our agency efficiency program helps your team learn how to control their day. Simple strategies like email management, direct entry, first call resolution and follow-ups are all covered to help your team move from busy to productive.
Checkout our Agency Efficiency Program
Book a Meeting with APP
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.
