7 Time Management Tips for Insurance Agents

7 Time Management Tips for Insurance Agents

7 Time Management Tips for Insurance Agents
By 
Charles Munyi
Feb 1, 2022
LinkedIn Icon

Maximizing your time can help you meet your career goals. For insurance agents, time management plays a key role in increasing sales.

Whether it’s juggling a portfolio of clients, implementing proper risk management, or handling policy renewals, there’s a lot of tasks insurance agents do on any given day. Time seems to fly by.

Let’s explore these seven helpful time management tips for insurance agents.

Why Time Management is Important for Insurance Agents

Time management is essential for independent agencies, where team members wear multiple hats. By reducing lags between tasks, the business can run more efficiently and achieve goals faster.

Time management strategies can eliminate unnecessary stress in the workplace, too. When projects are planned, agents don’t have to rush to complete deadlines.

Similarly, insurance agencies that constantly lack proper time management risk their agents performing below standard. It also results in poor customer service for clients. Implementing time management strategies ensures that all essential tasks are completed in an efficient, low-stress manner. 

7 Time Management Tips for Insurance Agents

Successful insurance agents find ways to increase their productivity. Not sure where to begin? Check out these seven time management tips to get started. 

1. Prioritize and Schedule Tasks

At the start of your day, it’s helpful to have a to-do list and calendar in front of you. This way, you can keep track of your immediate tasks and ongoing projects. This visual reminder serves as an accountability tool for what needs to get done on certain days.


For example, an insurance agent may be tasked with closing in on a new client, working on policy renewal, and tracking claims for the fiscal year. In this case, organizing tasks in a project management tool like Asana could help the insurance agent identify priority tasks and track their progress.


Asana - Project Management Tool for Insurance Agents


2. Get Instant Quotes From Digital Brokerages

Getting quotes from different carriers is a time-consuming task. Moreover, you have to wait a few days, sometimes weeks, to receive a single quote. This process isn’t helpful to your insurance agency and can diminish your client relationships.


Working with a digital brokerage can help you save time. Digital brokerages like Pathpoint make it easier for you to get instant, bindable quotes in a matter of minutes. No more back and forth with carriers over several weeks. With automated quoting, binding, and issuing, you can quickly get the best coverage for your client.

3. Automate Marketing and Sales Activities

Insurance automation industry is growing every year. It’s eliminating the need for insurance agents to do manual tasks. Take advantage of it by automating repetitive daily marketing and sales tasks. A few examples include:


  • Using an email marketing tool to schedule periodic emails to clients
  • Employing CRM software (Insureio) to track clients in your prospecting workflow
  • Leveraging marketing software, like Sendible, to schedule and publish social media posts


With automation, you get access to better data to help your team make smarter business decisions. Better data also helps you create more personalized sales journeys for your clients–giving them the right information at the right time. 

4. Block Time for Client Prospecting

An insurance agency is directly impacted by the time it puts into prospecting for new clients. Where most agents falter is prospecting in between their other tasks. They’re usually taking quick phone calls whenever possible to meet their daily quota.


“If you can minimize your mandatory time and eliminate your empty time, you can focus on your investment time, which is where you want to be,” writes Mike Schultz, president of RAIN Group, in PropertyCasualty360.


Insurance agents should schedule dedicated time for client prospecting. This block of time will allow agents to focus on the needs of their clients. It also ensures that distractions don’t hinder you from achieving your ambitious sales goals. Try Clockwise to prioritize more focus time on your schedule.

5. Prepare for Interruptions

Projects come up, schedules change, and unpleasant surprises can completely disrupt your plans. Sometimes, we can anticipate these interruptions, but more often we can’t. That’s why you’ll want to prepare for interruptions.


Start by adding time to your schedule for life’s unexpected challenges. You’ll also want to create a to-do list of tasks you must do. Limit this list to 3 to 4 tasks. So, if an interruption occurs, you won't face a backlog of tasks the next day. 


You also want to avoid creating interruptions through unnecessary distractions. For instance, only use your cell phone during lunch breaks. Even just a minute or two responding to text messages can derail your concentration.

6. Organize Your Workspace

Working around clutter is a serious obstacle to improving your productivity. You can waste a lot of time trying to find client documents under a messy desk. For physical items, start by implementing a clear labeling system. Invest in shelves, folders, drawers, and storage boxes.


Organized Workspace


On your computer desktop, you can delete any outdated or unnecessary files, folders, and software applications. Then, sort the remaining items based on business divisions, dates, or clients. The goal of organizing your workspace is to help you save time finding the files or documents you need to get tasks completed.

7. Delegate Tasks Whenever Possible

In an effort to close every deal, insurance agents are often bogged down with a laundry list of tasks. You want to focus on tasks that you do well and bring sales to the business. Delegating tasks can help you get more things done without sacrificing the bottom line.


Start by knowing what tasks to delegate. You may want a co-worker to send follow-up emails to clients. Or maybe you need a virtual assistant to confirm all your upcoming appointments. 


To ensure effective delegation, provide clear instructions, discuss your expected outcome, and give feedback to the people helping you. Delegation is an opportunity for you to accomplish more with limited time.

Encourage Time Management for Insurance Agents

Time management is the secret weapon to success in the insurance business. By implementing the above-mentioned tips, you can focus on the essential functions of your job—boosting sales and satisfying your clients.


More From Our Blog

Explore all posts