Try Weekly Reviews in Your Agency.

[johnsharp]

I like to do a "weekly review" each Sunday for the upcoming week.

Here are some things I look at:

- If you keep a to-do list, review it and see what hasn't been completed.
- Look over last week's calendar and see if there is anything that needs to be followed up on or scheduled for this week.
- Review your New Business Log. Are you on track for the month? If not, what can you do on Monday to kick off the week. (Suggestions: review old quotes and follow up. Run a cross sell campaign to drum up new business. Get a telemarketing list together to start calls for the week.)
- Have you checked your team progress recently? Do they need some motivation time or training this week?
- Do you have opportunities on your calendar to meet more people? At least two appointments or networking events? (Email someone for a lunch meeting, find an event to attend.)

I write down the most important items for the upcoming week.

Not just the urgent things that are pulling at you, but those that will market and grow your agency long-term.

Make a list. Choose no more than two or three big priorities for each day. I also do this for my staff every week as well.

I always love tracking every component of anything I do so I know what gets accomplished.

 

[Guest]

DUDE, what is funny about your posts is..........you told us you arent even an agent, your a slient partner in the agency you own........So your making up BS since you dont even work in the agency...

Here is YOUR Comment in the introduction forums.........
Hey I'm not denying it I do have a lot of free time. I work from home and play golf everyday.

I'm a silent partner in my Independent Agency and have a lot of free time at the age of 29, but I'm fine with that.

AND to add, you let your license expire.......

So John, you are coming on here making posts about things you apprently know nothing about because you arent an active agent, you are a SILENT partner, which means nothing. So why should all of us EXPERIENCED ACTIVE agents listen to you?

 

[djs]

Hey, but his advice is sound!!!!

 

[BTFuzz]

DUDE, what is funny about your posts is..........you told us you arent even an agent, your a slient partner in the agency you own........So your making up BS since you dont even work in the agency...

Here is YOUR Comment in the introduction forums.........
Hey I'm not denying it I do have a lot of free time. I work from home and play golf everyday.

I'm a silent partner in my Independent Agency and have a lot of free time at the age of 29, but I'm fine with that.

AND to add, you let your license expire.......

So John, you are coming on here making posts about things you apprently know nothing about because you arent an active agent, you are a SILENT partner, which means nothing. So why should all of us EXPERIENCED ACTIVE agents listen to you?

LOL...haven't been here in awhile and RBA is still calling people out! Priceless!