How Insurance Software Helps Advisors Manage Time and Increase Productivity

Working smarter, not harder, is essential for advisors to increase their productivity.

The secret to enhanced productivity for the top advisors is to first get clear on their business goals and plans before implementing time management practices. This includes defining a vision of their near future that will drive the strategies and activities they’ll focus their time on.

Read on for the top 3 tips for improving time management and overall productivity.

1.????Work Strategically

You will be more proactive if you create targets and systems for your marketing and sales operations. Your everyday activities will be purposeful and directed in the direction you need to travel in order to reach your vision and goals. Rather than having a haphazard approach to your marketing—for example, presenting a seminar one quarter and experimenting with direct mail the next—set annual goals, construct a marketing calendar, and list all the tasks required to meet your objectives. Use a CRM to make it easier to stick to your plan.

2.????Time Blocking – Get the most from your daily schedule

Rather than reacting to each?unexpected request as it comes in, plan how much time you will spend on lower-value activities each day (like dealing with emails, doing product research, social media responses, etc). For example, instead of sporadically responding to emails throughout the day, it would be more beneficial to set aside blocks of time to respond to messages. This will ensure that during the rest of your day, when you are working only on higher-value tasks, like talking to a client, your focus is entirely directed to that task, making you more productive and efficient.

From a productivity perspective, constraining the amount of time spent on low-value activities will allow you to dedicate the necessary amount of time and effort to high-value, high-reward client-facing activities. Regardless of how you choose to segment your time, make sure to schedule it into your CRM calendar under its relevant task.?

3.????Make use of an advisor-specific CRM to take notes and record calls

Taking diligent notes and following-up on meetings or requests as soon as they have been happened are the best ways that you can ensure you don’t forget important information or miss out on important dates. Rather than scribbling notes down on random pieces of paper, or flipping through a notebook of information, save your notes in an advisor-specific CRM. A CRM will allow you to attach information to the relevant client files, create follow-up activities and assign tasks to your team members.

Conclusion

Irrespective of the long-term strategy, increasing productivity will go a long way in helping advisors maximize their ROI and reach their goals. Working smarter nowadays requires implementing the right technology in order to allow advisors to focus their energy on value-added tasks.