<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=808346492528419&amp;ev=PageView&amp;noscript=1">

Drive Life Insurance Prospecting With 5 Productivity Tips

If only there were more time in the day.

You could make more life insurance prospecting calls, write more policies and close more cases.

Since you can’t make the day longer, focus your efforts on becoming more productive.

Downtime costs you money – and prospects. The 10 minutes wasted on trying to stay organized could be time you spend nurturing a possible client.

The 30 minutes you spend trying to find an email from a client is time better spent on engaging with that prospect.

Here’s how to get wiser with the time you do have:

1. Use Slack

Slackers are notorious for getting nothing done.

This kind of professional gets a reputation for good reason. The irony isn’t lost on us, as one of the staples in software for teams is called “Slack.”

Even NASA uses Slack to help their teams be more productive.

Get your team on board with the software to streamline meetings, an especially important perk for teams that are spread out or don’t make it into the office each day.

The software lets you set up private channels for conversation, create ongoing meetings and chat with a fellow agent or support staff.

With improved communication and by cultivating culture, you’ll boost productivity and avoid wasting time.

2. Design

Creating a brochure? Need a compelling image for social media? Educating prospects about life insurance?

Use Canva to generate images. And the good news about Canva is you don’t have to be a professional to design great-looking content – the platform is super easy to use.

3. Spark Creativity

Coming up with new marketing ideas? Need feedback about a product?

Try the “Hackpad” platform (now available through DropBox), a place where all of your people can gather to brainstorm ideas, create workflows, set goals, plan – the sky’s the limit.

When you create a document, any member of the team can add to the content or comment on the ideas, creating a true team environment from which great ideas will springboard.

4. Show Your Smarts

Reading up on the insurance industry? Want to keep track of industry insights?

Pocket is the way to go. Pocket works across devices, so you can save every article, magazine feature and any other type of content that will boost your knowledge and authority with prospects and clients.

5. Get Organized

Evernote took the software business by storm when it came about in 2008. It’s one of the least expensive platforms for organizing everything.

Keep track of prospects. Store business cards and contact information. Flag interesting web content. You can even dictate notes on it – from your mobile device or desktop computer.

Take Life Insurance Prospecting to the Next Level

These productivity hacks are just the tip of the iceberg when it comes to handy tools. Give a few of them a try and see what works for you and your team.

The answer to becoming more successful is simple, really. Do more with your time.

When you drive productivity, you’ll have more time to focus on quality tasks that lead to better sales results.

And that’s a win-win for anyone selling life insurance.

Originally published 4/16; updated 3/21

Writing a Large Life Insurance Policy

Social Sharing