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Six Time Management Techniques to Boost Your Insurance Sales

Jan 10, 2012 3 Minute Read

Feel like you’re spinning your wheels but not getting things done? It isn’t your salesmanship – it’s time getting away from you. Most lists of insurance sales tips don’t include time management. And yet, getting control of your time is one of the best things you can do to get your sales back on track. So follow these six time management techniques to better manage your time and bring in more sales faster.

Automate where possible.

Performing the same tasks over and over eats up more time than you may realize. Get that time back with automation. Create templates of standard letters and policy forms. Confirm meetings and appointments via automated emails. Create fact sheets with basic information about each policy. Automating office tasks means spending less time on office duties and more time selling policies and working with your customers.

Get more organized.

As the saying goes, a place for everything and everything in its place. This rule will save you time at every turn. File all the paper work on your desk, dedicate a place for all your contact information, and create a file for each client or lead to maintain all relevant documents. Keep insurance sales tips and other industry data in one place. If everything is where it’s supposed to be, you won’t waste time looking for it.

Keep one calendar for everything.

Most people keep meetings and appointments on their calendars, but other tasks are worth remembering, too. When filling your calendar, include deadlines, follow-up emails and phone calls, and other tasks that need to get done. You’ll be amazed how much you can do in a day when you constantly remind yourself to do it.

Set aside time for daily tasks.

It’s easy to get distracted from daily tasks, but if they don’t get done, it can cause problems later. Don’t get sidetracked; set aside one hour a day to take care of routine tasks. Once you’ve finished your tasks, you can concentrate on making more sales.

Don’t put things off.

If you can wait to finish something, it might be tempting to do so. But why wait when you can do it NOW? You might have time before that contract or phone call has to be completed, but doing it now speeds up the selling process. Procrastination is another way to waste time, so get things out of the way sooner rather than later.

Leverage existing customers.

Are you trying to boost your sales through new customers? You’d save more time if you reached out to existing customers. It’s always important to sign new business, but it’s easier to sell to existing customers than to convert new ones, so why not reach out and sell more?

Tell customers about other policies that might benefit from. Also, don’t be afraid to ask for referrals. Utilizing someone who can vouch for your services can help you sell a new policy.

Making the most of your time is one of the most important insurance sales tip you can follow. Make your work day more productive – and more profitable.