The Ridiculously Amazing Insurance Podcast: Insurance Time Management

Insurance Time Management

Apr 23, 2021

In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro brings you a mashup of her 3-minute videos. She discusses time management, being prepared for the busy season, the two types of time-off, and time blocking.

Episode Highlights:

Kelly shares how you can prepare for the busy season and slow season. (2:51)
Why should every agency run a book of business report? (4:41)
Kelly shares the two types of time off. (7:09)
What’s the best thing that a manager can do? (10:24)
Kelly discusses the meaning of a ‘first call resolution’. (11:53)
Kelly explains what time blocking is all about. (16:50)

Key Quotes:

“When we look at book seasonality, we can load, distribute balance, and have a plan that works so that we don't let our customers down, and we don't have burned-out team members.” - Kelly Donahue-Piro
“We have all these customers that need our help. You have to divvy up the work. This is so important. You should just give it all out and really spread it around. Operate under the idea that today might be a difficult day and just keep them excited.” - Kelly Donahue-Piro
“Shut down from the phone, shut down from interruptions... Instead of just having meetings with other people, you sort of have a meeting with yourself to get some critical things done.” - Kelly Donahue-Piro

Resources Mentioned: