7 Habits Of Highly Efficient Agents You Should Adopt

Your habits, whether good or bad, are a huge part of how you live your everyday life; in fact, 40% of your actions throughout each day are not based on conscious decisions, but come from the force of habit. These habits can spill over into your working life, too, and affect how you conduct your business; bad habits can lower sales, and end up separating you from successful insurance agents. Becoming more successful means practicing some self-awareness, and learning to adopt the following habits. 

1. Stay Organized

organized office space
Organizing your office space can help you focus and get tasks done.

 Did you know that office workers waste an average of 40% of each workday because of being unorganized? When you’re busy and trying to juggle multiple things at once, it’s easy to slowly slide into being unorganized, but it’s important to stay on top of your schedule. Organize your brain by getting more sleep and taking breaks. Organize your time by prioritizing your day; to do this you should: 

  • Plan a time for calls, meetings, marketing, and follow-ups.
  • Try using an app to help you stay organized, such as Shift, which can help keep you on track and on task.
  • Avoid multitasking, which will divide your attention and mean you’ll end up slacking on some tasks.
  •  Organize your workspace by clearing clutter, filing correctly and immediately, and having everything important within easy reach.

2. Create Lists

Lists can be your best friends when trying to accomplish your day-to-day tasks. If you try to simply remember everything you have to do during the day, you will more than likely end up forgetting something – and that something could be very important! Instead of relying on memory, make a list – or multiple lists – so you can address the urgent tasks first, and then check off the rest of the less urgent tasks once those important issues are taken care of. 

3. Focus on an End Goal

What is your end goal? Do you want to get a certain number of prospects a month? Grow your business? Retain more customers? It is easier to establish an end goal when you have your eye on the bigger picture, so focus on that, and put your daily tasks in perspective.

4. Limit Distractions

silver stopwatch
Try using the Pomodoro technique to limit distractions and get work done.

Around 44% of work distractions come from things that you have control over, like your phone and social media. While it’s ok to take a break so you don’t burn out, you might want to limit your distractions by using a timer when you engage in nonessential tasks. Consider using the Pomodoro Technique, a method that suggests you set a timer to break down work into 25 minutes intervals: you work for 25 minutes, take a short 3-5 minute break, and then reset the timer. After 4 25-minute “pomodoros”, you take a longer break of approximately 15-30 minutes. 

5. Know When to Unplug

If you don’t know how to keep a healthy work-life balance, you could end up feeling like you’re drowning in your work. Learn to take breaks by creating a block of time during your day when you shut off your phone and computer, and don’t read emails or take work calls. Never unplugging will eventually lead to burn out!

6. Learn To Say No

No can be a powerful word, and oftentimes people feel awkward or even embarrassed to say it, but as Steve Jobs once said, “It’s only by saying no, that you can concentrate on the things that are really important.” If you have too much on your plate, it’s okay to respectfully decline offers, whether work-related or in your social life; learning to say no can help you increase your productivity levels, and keep your relationships with your customers and new leads at the top of your list of priorities.

7. Be Positivescissors cutting the T off the word can't

Failure can happen to anyone, as can both minor and major setbacks; for example, you’re bound to lose more than one customer over the years. But when it comes to the negative parts of your job, you have the option to dwell on them, or accept the bad with the good and take it all as part of the road to success. You have to be willing to stay positive, as well as to learn, adapt, and try again. Put your positive energy into winning your clients back and then some! After all, according to one study that concentrated on the habits of millionaires, over half (54%) of those polled credited optimism as critical to their success in life.

You most likely have daily habits that you are unaware of, but they could be hindering your ability to grow your business and your success. Forming new habits is easier said than done, and it can take at least a month or more for a new way of doing things to start to feel normal; while it can be tempting to give up after a week or so, don’t give up! The habits above will make you more organized, positive, and will help you increase your success in your business. Some of these habits will also end up improving other aspects of your life, as well!

Maintaining A Healthy Work-Life Balance Is Necessary

Are you finding it harder to pull yourself away from work these days? In a recent Harvard study, 94% of professional workers reported working more than 50 hours per week, and nearly half said they worked more than 65 hours. Staying connected to technology and social media means that it is easier than ever to access work, and more difficult to get away from it. One minute you might be eating dinner at the table, and the next you find yourself taking business calls or texts. This has become the new normal. While it may seem like maintaining a healthy work-life balance is nearly impossible, it is extremely important for your health, your relationships, and your productivity. 

character with "customer" underneath it and with words of service, quality, efficiency, and reliability around it.
Having a good work-life balance will help you build stronger relationships with customers, which will help your business excel.

Build Stronger Relationships

If you’re always working and stuck to a screen, then your personal relationships will take a hit. The same goes for your professional relationships. Focusing solely on work at the expense of building fulfilling relationships with both loved ones and customers is unhealthy for you, and might actually end up hurting your professional life in the long run. Customers crave intimate connection and want to know that you truly care about them. If they feel that they are just another number to you, and that you are trying to check them off your list to get to the next prospect, then you will end up losing sales.

Better Health

Being stressed and overworked can cause a multitude of health problems. Studies show that stress is linked to depression, respiratory issues, heart problems, and stroke. A study conducted by UCL of more than 10,000 participants revealed that white-collar workers who worked 3 or more hours longer than required had a 60% higher risk of heart-related problems than those who didn’t work overtime.

illustration of man sitting in front of a laptop with a timer behind him and data analysis

Less Burnout & More Productivity

We all want to be the best at what we do. But if this desire leads you to take on too much, you might end up feeling overwhelmed and burnt out, and that’s a recipe for failure. Burnout can cause mood swings, irritability, and a decrease in productivity, leaving you unable to keep up with the constant demands on your time. 

You may feel like you need to put in endless extra hours at work in order to be at your most productive. You may get more done but, in the end, you’ll be sacrificing quality for quantity.

In order to actually become more productive, you have to maintain a healthy work-life balance. Some ways to do this include:

  • Keeping your priorities straight– There are only so many hours in a day. Keep work at work, and try to not bring it home.
  • Getting enough sleep– You need at least 7 hours of sleep so you don’t overextend yourself.
  • Pacing yourself– Keep the saying  “think of life as a marathon not a sprint” in your mind and apply it to your professional life, as well. You cannot become successful overnight. Take your time and build relationships so you don’t lose sales by being pushy or insensitive.

    caucasian woman's hands holding a cell phone in one hand while sitting in front of a laptop
    To become more efficient, practice time management to get work done by using an app such as focus tracker.
  • Focus on time management- Use your time efficiently, especially if you work from home. Take advantage of an app that features time tracking. It will help you realize how much time your daily tasks take, and allow you to spot unnecessary or overly time-consuming activities. Toggl analyzes how much time you spend on tasks, while other apps like Focus Keeper use the Pomodoro Technique to enhance your focus.

One major way you can create more time for yourself is by using exclusive leads, so that you aren’t spending all of your time competing for clients. When you work with Benepath, we find all of the prospects for you, and deliver them to you, giving you more time to build trust and convert your leads into sales. We manage 100% of our own marketing to generate exclusive leads, so there’s no need to compete with other agents, and less time wasted on uninterested prospects. 

Maintaining a healthy work-life balance can be tough, especially when you want to be successful and meet all of your goals. But do not lose track of how important having a full, well-rounded life is, because if you do, both your professional and personal life could end up suffering.


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