Time Blocking In Insurance
Time blocking in insurance is a strategy that some agencies struggle with, but that others love. We think that time blocking in insurance is a critical insurance time management tool, and while it can take a little getting used to, time blocking can help your agency maximize its productivity.
“Under the idea of slow down to speed up, time blocks really, really do work, when worked correctly in an agency.”
What exactly is time blocking in insurance? It means setting aside a chunk of time to complete specific tasks. Setting aside time to email, time to quote, or time to handle your most complicated tasks. Time blocks can be any length of time, but might be for between an hour or 90 minutes.
If you’ve struggled with time blocking in insurance in the past, or you’re new to time blocking, here are some ways you can successfully pull it off at your agency.
- Understand why time blocking in insurance is critical
In order to fully embrace time blocking, you need to understand why it can be so beneficial. Time blocking means that you’re having a critical meeting time with yourself, to get things done. It’s a time to shut down interruptions, put your head down, and focus on the tasks at hand.
- Make it an agency-wide initiative
Much of the time when we see that time blocking in insurance is unsuccessful, it’s because not everyone is embracing it. When everyone at your agency is embracing time blocking together, everyone will respect each other’s time, and take time blocking seriously. This might mean an account manager puts a sign up at their desk when they’re time blocking, so producers, customers, and even owners respect that it’s their quiet time.
- Make sure it’s a time blocking plan that works
Another reason why we often see failed time blocking initiatives is because the time blocking plan itself isn’t great. It might not be set at a time that’s convenient, or it might be too long or too short. Make sure you’re planning your time blocking in a thoughtful way, so it has the greatest chance of being successful.
If your agency struggles with time management, productivity, and time blocking, you should keep an open mind. Time blocking is the same as slowing down to speed up, and can help your agency be more productive, instead of busy. Also, we tend to be addicted to small tasks, and bounce around from thing to thing, leaving big-picture items to take a back seat, and drawing out the length of time it takes to complete tasks. Time blocking can help us crush our to-do list, and be Ridiculously Amazing in 2021.
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