Manage the difficulties of selling auto insurance from home with these tips for a good work-life balance.

With the advent of the COVID-19 pandemic, the practice of working from home saw a significant uptick. For many, it’s a welcome change — no long commutes, stifling offices, strict schedules, and best of all, the freedom to work when you’re most productive. For some, however, working from home has skewed their work-life balance significantly. This is true whether you’re selling auto insurance or working for a bank. But many of the benefits can still be enjoyed, you just need to follow a few guidelines.

As an agent selling auto insurance, you might find yourself working constantly, fueled by the flexible hours and the accessibility of your workspace. While this can be great initially, eventually, you’ll burn out and find yourself neglecting your home life. In this article, you’ll find a few tips to help make selling auto insurance more productive without sacrificing a healthy work-life balance.

selling auto insurance

5 Productivity tips for selling auto insurance from the comfort of your own home

1. Learn to delegate.

If you’re part of an insurance agency, it’s important to remember that you’re part of a bigger team. So the ability to delegate responsibilities is beneficial when you’re trying to free up time — instead of busying yourself with every routine office task that comes your way, learn to delegate them to the people best suited for them. This way, the work still gets done, but now everybody is playing to their strengths, so the job gets done more efficiently. 

This advice still applies even if you’re an independent insurance agent. You can choose to delegate household chores instead, such as cooking or cleaning. Consider creating meal prep schedules for your household or subscribing to a food subscription box to cut down on grocery time. For cleaning, you can always hire a cleaning service or request the help of your children in exchange for an allowance. As a bonus, this is also a great way to teach your children the importance of budgeting early. 

2. Take advantage of technology.

It’s the 21st century — automation is everywhere. When you find the right tools and platforms to help you in selling auto insurance, you’ll find your workload decreasing significantly. You won’t have to worry about mundane tasks. Essentially, you’ll get more work done in less time by using software geared towards insurance agents.

For example, customer relationship management (CRM) platforms allow you to easily sort and access customer information, such as their names, contact information, addresses, family information, last contact date, and so on. Some CRM platforms also have integrated marketing capabilities, allowing you to quickly create email, text/call, or social media campaigns to engage your leads. 

3. Set hard limits to your schedule for selling auto insurance.

Have you ever found yourself about to bed down for the night, only to be interrupted by a customer with burning questions about their insurance policy? Or have you ever shut down your laptop, ready to relax for the rest of the day, only to realize there was an email you were supposed to reply to?

Boundaries often become blurry when your work and home life are so intertwined. Enacting a strict schedule can help you get work done faster and give you time to focus on your family. For example, if you tell yourself you’re only working until 5 p.m., your brain will be more motivated to finish your to-do list for the day instead of slacking off. When 5 p.m. comes, it’s time to set your online status to “away” and your phone to “do not disturb.” 

If you’re worried about missing alerts or notifications, ensure that both your team and your clients know you have a scheduled time for responding to messages. For example, you can use a voicemail message or an automated email to let people know when to expect a reply when they contact you outside of your work hours.

Don’t ever be afraid of turning off your business phone during family time — do you really want to interrupt your kids’ playtime because you need to deal with angry leads?

4. Create a defined, clutter-free workspace.

Distractions are one of the biggest hurdles to productivity, especially for agents with ADHD. If you’ve found yourself just setting up on the kitchen table or even on the couch in the living room, you’re opening yourself up to various distractions. Without a defined workspace, it’s challenging to get your brain in gear — with no difference between home and office, the lines between both get blurred faster. Clearing out a corner of your home and setting it as your workspace for selling auto insurance can make switching in and out of the professional mindset easier.

5. Boost your productivity with HBW Leads.

With our 100% exclusive, high-quality, double-verified leads, you won’t have to spend as much time chasing after potential clients.

Contact us today for a personalized package and free up time to focus on your family.