Master Remote Productivity
When you’re working from home, there’s no boss standing over your shoulder and making sure you’re getting all of your tasks done. It’s up to you, and you alone, to take care of your responsibilities. This change can take a bit of time to adjust to, but maintaining productivity while working from home is crucial to keep your sales up and leads growing.
The most successful virtual insurance workers are highly motivated self-starters who have the tools they need to get their job done well. Being self-motivated is important for all roles in the insurance world, from independent insurance sales agents to business owners to managers at insurance agencies to service representatives.
Create a Dedicated Workspace for Remote Success
It’s easier to succeed when working at home if you have a dedicated workspace. Otherwise, you may end up working from your kitchen table, your couch, your bedroom – pretty much anywhere, which can lead to a lack of productivity necessary to thrive as an insurance agent.
Before you know it, your personal and professional lives can blend to the point where you’re seemingly never fully working and never fully relaxing. Dedicate a specific part of your home for work and work alone.
Structure Your Day for Effective Prospecting
As you adjust to working from home, it’s important to develop a routine to maintain a standard workday and make sure that no important tasks slip through the cracks.
If your goal is growing your insurance business, you need to build prospecting calls into your weekly, or even daily, schedule. This allows you to continue nurturing leads consistently, which means more stability for your business. Over time, at least some of those leads will convert and potentially create loyal clients for many years.
Wondering how you’re going to get leads in the first place while working from home? Learn more about how to find health insurance leads.
Establish Goals and Measure Productivity
Someone might work a 10-hour day and leave the (home) office with nothing to show for it. Someone else might work a four-hour day and convert eight new prospects.
If you want to succeed as an insurance agent working from home, you need to set up a system that enables you to track your progress and measure how productive you are. Otherwise, it’ll be impossible to know how much you actually got done that day.
First, it’s crucial to establish what you intend to get done each day, week, month, and year. Establish a roadmap of what you want to achieve and utilize tools to measure your progress, such as Trello or ClickUp.
Need some help figuring out what great goals look like? Here are some examples from our goal worksheets.
Leverage Digital Marketing for Virtual Success
Competitors are always just a quick Google search away, making it vital for every single business to invest in digital marketing. With the right marketing tactics and techniques, digital marketing can become the easiest way to generate leads and drive more traffic to your services.
You might be thinking that you’re busy enough as it is, and you can’t imagine where you’ll find the time to focus on marketing. With the right software solutions in place (we’ll explore this in more detail later), you can leverage automation to launch personalized email marketing campaigns for you, saving time and resources.
Need help with email marketing campaigns? Use our templates for selling ancillary products or our templates specific to OEP.
Use the Right Software
There’s no sense in making your job any more difficult than it needs to be. That’s why you need to leverage the right software solutions when you’re working at home.
Here are some of the tools you pretty much need to invest in:
A customer relationship management (CRM) solution: This serves as a digital filing cabinet while enabling you to easily personalize outreach to each prospect and client.
Automation (e.g., email marketing automation): Look for a software solution that does repetitive tasks for you so you can focus on other important tasks.
Quote and enrollment software: Software that enables prospects to pull quotes, compare plans, and enroll in coverage at their own convenience – including Medicare, general health insurance, and ancillary insurance – even when you’re asleep can significantly boost your operational efficiency from home.
Accounting software: Look for software that can keep track of your finances so you don’t have to.
Necessary communication tools: This may include tools such as Slack or Microsoft Teams, depending on the size of your agency or communication needs.