2022 is officially here. That means you have an opportunity to start fresh and set goals personally and professionally for the months to come. This year, make a resolution to kick the habits that may hinder your insurance business and adopt ones that can help propel you forward into success.
Here, we take a look at the habits that may have led to the New Year’s resolution fails of year’s past — and how to avoid them.
Not Focusing on the Client/Member
There’s no doubt that discussing product details is important. However, as a Farm Bureau agent, it’s vitally important to first understand the client/member’s needs and wants. One of the easiest ways to lose a sale is by pushing your client/member toward a product or service that’s irrelevant to them. Always research your client/member’s needs to ensure you’re presenting the most relevant information.
Winging It
To be successful in insurance, you must be prepared. Dedicate time prior to a meeting to rehearse your presentations, meetings and phone calls so you can answer the questions they have with clarity and confidence.
Being Unable to Adapt
The insurance industry is continuously changing, so it’s key to stay up to date with what’s happening. Learn to adapt to anything thrown your way that might impact your client/members and your business.
Poor Time Management
One of the worst habits to have as an insurance agent is poor time management. When you’re easily distracted, you may lose focus on the next meeting, presentation or phone call. If you show your client/members you’re unreliable, it could hurt your reputation and business.
Not Marketing Yourself
One of the many perks of being a Farm Bureau agent is the variety of marketing support you have at your fingertips. Take advantage of the marketing materials provided directly to you to help advertise and market yourself in your community.
Being Inactive in the Community
The top insurance agents are the ones who take the time to get to know their community, which helps them gain a better understanding of how they can help community members reach their goals.
Being Unprofessional
One of the best ways to succeed as an insurance agent is to maintain a professional work environment. Here’s a couple ways to enhance yours, no matter where you are:
- Schedule: It might be easier to procrastinate when you work for yourself and are setting your own goals. Scheduling your day can help you keep your priorities in check.
- Dress: Whether you’re in your office, out in the community or working elsewhere, dress appropriately. When you dress well, you feel good. And when you feel good, you’re more confident, productive and prepared for your day ahead.
Advance Your Business
Are you ready to make 2022 your most successful year yet as an insurance agent? If so, let’s connect! Learn more about how to grow your business as a Farm Bureau agent by contacting a regional manager in your area.