Agent daily schedule pdf full#

This step might seem obvious, but it’s crucial: being busy is not the same thing as being productive, and to effectively time manage, you will need to set your priorities on productivity over keeping a full schedule.Īlthough productive people can often be busy, busy people are not always productive. Know the Difference Between Busy and Productive Are you meeting your goals? Gaining a clear sense of how you spend your day is the first step to understanding how you can better manage your time and potentially cut out unnecessary or redundant tasks.

Once you have this list assembled, identify if you feel as though you are spending too much or not enough time on certain tasks. Keep a daily log of hours spent on the following: This doesn’t have to be a complicated system, but the end goal is to locate areas where you feel you could be more efficient. Track Your Current Behaviorsīefore changing anything, take a few days or a week to track how you are spending time. Keep reading for some tips and tools to manage your time as an insurance agent. Whether you specialize in service or sales, there are some distinctive strategies you can use to keep your days balanced and maximize your productiveness. If you are an insurance agent who feels overwhelmed by your fast-paced lifestyle, you are not alone. Making the most of your days requires strategic planning and prioritization.

However, time management is not quite as simple as filling out your calendar. As an insurance agent, you are probably used to having a busy schedule, and effective time management is a must to live a balanced lifestyle.

Agent daily schedule pdf