Focus-preserving efficiency strategies for insurance brokers and agents

The busiest time of the year is October. Because of this, it is a fantastic moment to concentrate on work-related duties, like finally organizing your email or completing that pile of paperwork. If you’re not aware of where to start, however, take a look at our top productivity advice to keep you on task during the busiest season of the year.


For Insurance Agents & Brokers: Efficiency Recommendations

Agents and brokers must juggle their demanding schedules in order to do everything. Additionally, it gets busier during the renewal season. To assist you in crossing things off your to-do list, use these productivity pointers:

  1. Utilize the Pomodoro Technique when working creatively.

A wonderful approach to concentrating your energies is to use the Pomodoro Technique. For creative jobs like writing or creating your social media strategy, it works extremely well. Try the following simple technique:

  1. Choose a project to concentrate on.
  2. Set a timer for 25 minutes of undisturbed work.
  3. Take a rest that lasts 5 minutes (with a timer).
  4. Continue working intently for 25 minutes, then take a five-minute rest.
  5. Have a longer pause of 25 minutes in four subsequent rounds.
  6. Repeat as necessary all day long.

If you use this approach, you might be pleasantly surprised by how much you can get done. Even though 25 minutes may not appear to be a lot of time, you can get lots done in a short amount of time if you concentrate just on that one subject.

  1. Do not multitask.

Multiple studies have demonstrated that multitasking does not increase productivity. In fact, it makes doing anything well more difficult. Multitaskers delude themselves into thinking they can manage multiple jobs at once instead of concentrating on finishing one job at a time. But it frequently results in incomplete or nonexistent task completion. Try to simplify your concentration so that you can focus on one activity at a time and complete it before continuing on to the next.

  1. Be mindful of your energy states.

Over a century ago, Henry Ford established the typical 9–5 weekday. This doesn’t necessarily work for everybody, even though it is customary. Although some people are most efficient at night, others work best in the early hours. Examine your personal energy levels in detail.

Choose a timetable that suits you and follow it religiously. It’s possible that you’re more imaginative in the morning and more attentive to administrative tasks in the afternoon. Alternatively, perhaps working on leads in the evenings gives you a burst of energy after dinner. Work with your natural tendencies rather than against them, no matter what they may be.

  1. Computerize straightforward or common jobs.

Notice a solution to automate any easy tasks that you find yourself performing frequently. Software-as-a-service (SaaS) products are provided by insurance companies to streamline practically all tasks:

  1. Utilizing messaging templates makes it simple to send emails, texts, and messages.
  2. OCR software enables you to scan massive documents and quickly extract key information.
  3. Information about claims, policies, and billing is compiled in a simple dashboard by core platforms.
  4. Policyholders can submit a claim or payment using digital solutions.
  5. Agents and brokers can adhere to state requirements with the aid of compliance management software.
  6. Systems for managing content calendars and scheduling posts on social media.
  7. While you are focusing, turn off your social media.

Your social network account alerts are an annoying distraction while you are trying to concentrate on a task. Try turning off or putting your cellphone in “do not disturb” setting. The continuous pings fight for your focus and frequently succeed.

Sometimes we believe we can briefly check our smartphones before getting back to work. But frequently, instead of getting back to work, social media’s diversion causes more delays. When you are in focus mode, try managing your environment by turning off social media alerts to realize how much more you can get done in the short time you have.

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