The Beginning of the Year: New Year’s Resolutions
The start of a new year offers agents a natural moment to reflect. They review the wins and lessons from the previous year and then set goals for the year ahead. These goals can be mapped out by quarter, month, week and even day so they have an actionable plan for meeting them and moving forward with purpose.
Early Spring: Crop Insurance Deadlines
At Farm Bureau, our commitment to agriculture means that many of our agents sell crop insurance. Crop insurance helps protect farmers against hail, drought, flooding and other natural disasters.
For many crops, including corn, soybeans and spring wheat, March 15 is the deadline for closing sales on crop insurance. That means our agents often block out time before planting season to review crop insurance policies with their clients to make sure they have the coverage they need and complete the paperwork, so the right insurance is in place.
Spring: Sponsor Youth Summer Sports Teams
Sponsoring Little League baseball and softball teams or other youth sports is a great way for agents to build their name recognition and connect with their communities. They may pay for players’ jerseys, make a donation that allows them to place a banner or sign on fencing or sponsor an event or tournament.
In the spring, agents connect with league managers to learn about sponsorship opportunities and make their decisions. Many agents plan sponsorships as part of their marketing and community involvement every year.
Late Summer: Back to School
As the school year approaches, agents recognize that their clients’ insurance needs can change along with the new routines and milestones. Recent high school graduates may be going away to college and may need to update their auto insurance and get renters insurance. Younger teenagers may be taking driving lessons or becoming newly licensed and will need auto insurance coverage.
Late summer is a key time for agents to check in with their clients who have children, especially teenagers, to review their coverage and help ensure they’re properly protected for this new stage of life.
Fall: Holiday Prep
Fall is a good time for agents to get ahead of the holiday season. Many begin ordering holiday cards, calendars or magnets to send to their clients, prepping these items early so they can be ready to be mailed without a last-minute rush.
It’s also a season for planning community involvement. Agents look at their community calendars and decide which events they would like to attend, such as a holiday stroll, tree lighting, concert, food drive or other gatherings. These events can be a great way for agents to meet people and build their networks.
End of Year: Annual Reviews
As the year winds down, agents take the time to reflect and prepare for the upcoming year. They review performance, evaluate what worked and identify areas for improvement. Taking a moment to gather these insights helps agents set informed, realistic goals and develop strategies that position them for success for the year ahead.
Anytime: Connecting With Clients
Agents understand the cycles of their communities, from spring break and planting season to fall farm activities and harvest time. During quieter periods, they reach out to their clients for coverage reviews, SuperChecks and any other support their clients may need. Staying engaged year-round helps agents build strong relationships and ensures clients remain well protected as their needs evolve.
Do Your Seasons Align with an Agent’s?
You may find yourself thinking that your yearly rhythm would work well as an insurance agent. If that’s the case, connect with Farm Bureau to learn more about what life is like as an insurance agent and whether that might be the future for you.