Getting Organized.
The Insurance Agents Biggest Problem.

Insurance agents, this is your help website.
Each topic page on our website is a mini training experience.

Click on your topic of interest using the nav bar on left side of page


Getting Organized 

What does your organizational system look like?

Getting organized requires time and effort. It can not be done ad hoc. 

  • So what does your organizational plan consist of?
  • Do you even have an organizational plan or do you wing it?
  • What type of systems are you using?
  • Have you sat down and developed a solid business plan?
  • understanding why insurance agents fail or succeed

Building my personal organizational structure usually took me a good two to three full days. For my agency building organizational plan, it usually took me a good week. You work everything backwards. everything must be thought through, reviewed and be a realistic goal.


Getting Organized with facts and figures.

Getting organized is one of the the life insurance agents biggest problem

One of the most overlooked areas in selling and marketing life insurance is keeping accurate records to determine your strong and weak areas. This information will help you build a solid business plan.. Without accurate records, it is impossible to develop a success formula.


There are a number of organizational areas that an insurance
agent needs to work on to become successful.

They should include:

Are you managing a system or managing people? Learn the difference!

Success will never happen unless you know how to develop positive behavior management traits.


A good record keeping system allows a person to analyze their weak areas and identify their strong areas, and a good  business plan gives you a blueprint and a road map to follow - Goals and timelines.

Here is an example of analyzing your facts and figures.

Record Keeping Tells The True Story

  • Lets say you kept records on the people you call and you categorize them by careers, professions, service companies, etc.
  • In your personal quarterly or annual review, you note from your record keeping that 65% of your sales come from civil service people. Also, you note that your phone calling to appointment ratio is much better, as well as your closing ratio, and you get many more quality referrals from this group.
  • Additionally, you spend a lot less time compared to the rest of the prospects that you contact, and over 75% of your commissions come from this group, compared to rest of your business.
  • On that basis, it would then make sense for an insurance agent/producer to start working and developing this as their target market.
  • This is a very simple analysis of what can be achieved with good record keeping.
  • Agency managers, take note that this same type of record keeping should be used to track your recruiting activity. (number of interviews to get a good candidate, target market, dollar value, etc.) 

*Agency Builders - check out our Agency Building Manual


From time to time, no matter where we are in our insurance career, we may need some survival help and fresh new ideas.

Our insurance agents survival store  mission is to provide agents and agency managers special tools to help them get better at what they do to survive in the insurance business.


Your manager or insurance company should have available some type of planning book for you to use. Some of them are called planning for the future, my yearly plan of action, Looking ahead, etc.

If you do not have access to such booklet, you may want to check with your local life underwriting group, or go to LIMRA and view or purchase this looking ahead planning booklet. 

Click here for Free Industry Resources

Getting organized

New! Comments

Have your say about what you just read! Leave me a comment in the box below.
Monthly Newsletter Free
Please add me to your
e-mail list so I can receive all new updates on selling and recruiting. See all back issues
Insurance Forum
Ask questions
Get answers

How can we help you?


Total Hits On Our Website

Follow Us 

Follow us on Facebook
Check out our Linkedin site
View our You Tube Videos
Follow us on Twiiter


Our most popular Self Help e-books
Exclusive to our readers
Prospecting problems. Get your Prospect or Die E-Book today
Problems with closing a sale. Get your Mastering the Art of Closing a Sale E-Book today
How to use Opportunity Meetings to Maximize your Recruiting.
Introduction to Agency Building. An e-book for entry level managers
Agency Builders
Looking for proven and tested concepts. View our Agency Building Manual.

More free resources and helpful selling tools
Free Selling and Recruiting Ideas located in our Video Library .
Six Free Recruiting Tips. Click here
Selling requires strict discipline. Click here for five (5) free behavior management coaching videos from Bob Davies.
This is the Q.R. code for this website. Use your smart phone to scan.

Today's Top Picks for Our Readers:
Recommended by Recommended by NetLine