Next, call leads as soon as they come in. This is where sales-specific producers have an advantage-they can immediately capitalize on the benefits of speed-to-dial and call interested leads back very quickly, increasing their chances of contact.That way you will hopefully be the first to speak with them. These leads generally have the highest chance of closing, so they need your attention immediately. First, call any leads that came in overnight. When your producers come in first thing, any leads that came in overnight should be top priority.(Tweet this!)Start with leads you have the highest chance of closing (the highest priority). A Recommended Insurance Producer Daily Activity ScheduleĪll agencies, whether they have sales-specific producers or hybrid producers (who handle both sales and servicing customers), should base their daily activity schedules on the priority of calling. If not, you may have some opportunities for improvement. See if it lines up with what you do on a daily basis. In this article we outline an insurance producer’s daily activity schedule that-based on our years of experience working directly with agents-leads to optimum performance. Our processes, and our consistency in carrying them out, are some of the biggest indicators of whether or not we will be successful. ![]() “How we spend our days is how we spend our lives.” -Annie DillardĪs an insurance agent, investing in and defining daily schedules for ourselves and our producers is one of the most important things we can do.
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