Does insurance agency task management drive you nuts? You log into your insurance agency management system and you see all red. Then your mood turns red and you wonder what is going on. You poll your team and ask them what is happening. Everyone has the same response - it's just busy. You then dive deeper into the insurance agency task management.

What you generally find is some of the following scenarios:

• tasks that are done just not closed
• work on clients that should be delegated
• bending over backward for the wrong clients
• lack of documentation

Now you go from mad to volcanic! But if you jump to the wrong conclusion than you run into bush back from your team. Instead you need to stop and understand their perspective. The team needs to understand why you focusing on zero backlog will benefit them. You will need also provide your team training on how they can better manage their desk to get to a zero backlog environment. The agency team leaders and management must lead by example and not be backlogged themselves or follow the process when backlog exists of raise our hand. Last but not least celebrate success when you get to zero backlog!

00:00:00 Introduction

00:00:13 Abolish Insurance Agency Backlog

00:00:37 Automation and Technology

00:00:46 Management Systems

00:01:01 Dashboards and Activity Tracking

00:01:30 Hiring Extra People and Third Parties

00:01:57 Processes and Procedures

00:02:23 Retention and Selling

00:03:40 Conclusion

Resources from APP On Overdue Insurance Activities:

Read our Blog On How to Abolish Insurance Agency Backlog

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