Insurance agents, this is your help website.
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Selling Insurance is a Business, and if you are selling insurance and can not answer yes to the below questions, you are probably on your way to failure.
how and why selling insurance requires efficient record keeping. In the long and short run of things, It can
and will help you increase
your insurance sales and help you make you more money.
It is a known fact that 80% of business's that fail, do so because of poor record keeping. It is no different for insurance agents. You are running a sole proprietorship, you are a business.
Below are some of the basic record keeping data you should
at your finger tips.
If you do not know the answer to all these
questions and do not have a
record keeping system that allows you to define the answers to these
above questions, you are probably on your way to failure.
If you want to learn how to become more effective and more efficient so that you can make more insurance sales, then watch for our next series of getting organized articles. They will address these above issues.
The best way to keep in touch is to subscribe to our site, sign up for our free newsletter of use our Facebook page.(see links on right side of this page.)
I hope that this "Selling Insurance is a Business " article will help you develop some solid record keeping habits.
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