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Category: Career Tips


7 Habits of Highly Effective Insurance Agents

Posted by: Agent Hub

Despite the traditional idea that it only takes 21 days to form a new habit, recent studies suggest it can actually take three times as long on average. While simple habits may be easier to accomplish in a short amount of time, others — like improving your work habits — can be more difficult.

If you’re determined to be the most successful insurance agent you can be, then take some time to learn about the best habits of highly effective insurance agents (and maybe consider posting them to your desk for the next few months until they seem more natural than challenging).

1. Be organized

Whether you have a task management system at your agency already or you create your own to-do list with a standard pen and notebook, be sure to get in the habit ofwriting down everything you need to do in one place. This will keep you from forgetting about small daily tasks and can help you stay on top of major goals that involve multiple subtasks as part of one big project.

2. Reach out to referrals

The best insurance agents nowadays rarely depend on cold calling to gain a bulk of their business. Take advantage of the connections your current customers have and thank them when they refer you to a friend, family member or coworker.

3. Make yourself available

Having a high number of sales leads is great, but can be pointless if you aren’t available when clients need you or if you don’t respond in a timely manner. Even after you close the sale, be sure to save some time each day to answer questions policyholders may have.

4. Educate yourself

 You may have your license and a few years of experience under your belt, but withouteducating yourself on the latest trends, industry journals and technologies, you may fall behind and risk losing potential customers.

5. Be Positive

Not only is positive energy contagious, it does wonders for business. Avoid focusing on negative situations or negative people around you so you can continue utilizing positivity as a tool to engage customers and close sales.

6. Follow-up

If you’re determined to build long-lasting relationships with your clients, it’s imperative that you follow up before and after closing a sale. It can also be helpful to ask which method of contact they prefer best, such as phone calls or emails.

7. Find a mentor

While it’s easiest if a mentorship program already exists at your agency, finding a mentor who is willing to help provide you with advice and tools to further your career is a great idea, even if you have to take the initiative yourself. Some of the most successful companies have mentorship programs that help advance sales and marketing skills, education and leadership abilities.