While agents may well understand that organization is a key component to being able to capitalize on insurance leads, their time management skills may be preventing them from reaching their potential, according to ProducersWeb.
The insurance news website notes that agents can determine how organized they really are by noticing how often they spend their time looking for things and how long it takes them to find it. If agents locate their misplaced item or document on the first attempt, that's a positive sign. But if it's after the third or fourth, that could be an indication efficiency is something they need to work on.
To turn a weakness into a strength, ProducersWeb says agents should come clean and ask themselves a few questions.
"Be honest," the source notes. "Do you need to clean out your files? Do you need to use technology so you can quickly retrieve electronic information? Do you need to move the things you use regularly closer to you?"
Whatever it takes, do it. This should enable agents to work smarter so that they can increase their insurance sales.