It goes without saying that selling insurance requires organization. That said, selling insurance is not always conducive to being neat and orderly, and for certain, it is not always about being able to make and keep appointments the first time they are booked. Selling insurance comes with people hanging up the phone, refusing to make appointments to discuss insurance or canceling a meeting.
A day in the life of an insurance agent is hectic. A normal day may involve phone calls, walk-ins, meetings with staff, making calls to follow up leads, appointments inside the office and other tasks. With on-the-go days it is easy to miss things.
Staying as organized as possible is important for insurance agents. Your sales record depends on your organizational skills.