Making the Best Use of Your Time as an Independent Insurance Agent

 In Tips for Independent Insurance Agents

Time Management Tips to Boost Your Productivity as an Insurance Agent

Being busy and being productive are not the same thing. You can have a lot of things on your plate and not get them done in an efficient manner. As an independent insurance agent, having lots to do is a good indication that your business is going in the right direction but in order to make sure it stays that way, you have to be productive. Time management is essential for any independent insurance agent. Here are some tips to help you manage time more effectively and boost productivity.

Don’t Neglect Sleep

Might you be thinking —Sleep? Who has the time? Well, not getting enough sleep is like running on an empty tank of gas. When you prioritize your tasks, make sure you write ‘sleep’ at the very top. Lack of sleep leads to difficulty concentrating, and if you can’t focus, you’re unlikely to be productive. Make it a habit to go to bed early and rise early. This is the most effective way to manage your time.

Time Management Tips to Boost Your Productivity as an Insurance Agent

Plan Ahead

Every insurance agency has targets to hit and you should plan around them if you want to achieve your goals. Break down your big goals into more simple tasks. This goes for everything, from what you plan on doing this week to what you plan to achieve this year. Smaller, more realistic goals are easier to attain and less likely to overwhelm you.

Prioritize Your To-Do List

Before you start the day, take time to identify the most important things you need to get done. The ones that cannot be left for another time. Get those out the door first and then work your way down the list. Avoid putting off simple tasks, because you can end up dragging them on for way too long. If you have idle time, put it to good use. If you’re in between meetings, take advantage of that time to make the call you haven’t had a chance to make or catch up on some admin or paperwork. It’s amazing how many things you can check off your list when you approach time this way.

Schedule Time for Non-Revenue Tasks

Everything that is not urgent and not related to your main goals, can be compiled into one list which you can tackle at a specific time during the day. For example, simple phone calls.

Don’t Be Afraid to Delegate

Taking on more than you can handle is not good for anyone. Allow yourself to delegate some of your more tedious but simple tasks to others to free up some of your time to dedicate to more important matters.


As an independent insurance agent, being productive is key. Making the best use of your time is the way to being more efficient and effective in achieving your goals. Be the best independent insurance agent you can be. Join AAI today! Also, you can follow us on Facebook for more great tips.

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