Simplicity in Your Agency Can Bring in More Clients

Life is hard enough; work doesn’t have to be complicated, too. A simplified way of doing things can free up time that your agents can put towards other areas of their work, like finding more leads. To get started, analyze your agency’s workflow and decide what can be done to improve simplicity.

  • Simplify
  • Automate
  • Update

Simplify By Listening to Your Agents

Your agents work one-on-one with different clients all the time. Keep a suggestion box or create an open forum for your agents to recommend changes on various aspects of the agency’s operations. Agents get feedback from their clients – the good and the bad – that you may not be hearing. There may be issues with your systems, website, or customer service that you’re not aware of but could be easily addressed.


Save time by cutting out the tedious tasks that are simple yet time-consuming. That’s what automation is for. Whether your insurance agency is big or small, automation can improve efficiency and free up time so your agents can dedicate their energy to the areas of their work that require more in-depth thinking. Take social media for example. It doesn’t take long to make a post, but it does take a while to plan them out. Consider using an online platform that allows you to monitor and manage all of your different social media platforms. Using this type of tool also allows you to schedule your posts, so you don’t have to spend time every few hours to get your posts online during primetime.

Chatbots are another useful tool. (Learn more about chatbots here.) If you have a social account like Facebook or Twitter that has a lot of incoming messages that tend to be similar, you can set up chatbots to answer simple questions with ease and precision.

Update Technology

We all know that time is money. Are your agents wasting time waiting for websites to load? High-speed internet is an office necessity for your agency to run smoothly and efficiently. But having fast internet won’t fix everything. It is essential to make sure that your computer, software, and internet browsers are all up to date. If your computers are 3-5 years old, they could be slowing down because they are at the end of their lifespan. Take the time to look into updating parts or getting new computers.

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