Selling Insurance is a Business
That Requires Good Record Keeping Systems

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Getting Organized - Record Keeping 

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.

Selling Insurance is a Business. Record keeping is a very important part of being an insurance agent. Poor record keeping is the first sign of failureSelling Insurance is a Business. Record keeping is a very important part of being an insurance agent. Poor record keeping is the first sign of failure

Learn 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 have available
at your finger tips.

  • Do you know what the dollar value is for every referred lead you  get?
  • Do you have any idea where your highest premium cases come from?
  • What about your calling ratio? Do you know the dollar value of what each phone call is worth?
  • Do you know what your best target market is?
  • Do you know what months are your best months?
  • Do you know the average dollar value of each sale?
  • Do you know how many phone calls it takes you to get a selling appointment. Your phone calling to appointment ratio?
  • Do you know when you are running most of your appointments? Day or Evenings?

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.

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I hope that this  "Selling Insurance is a Business "  article will help you develop some solid record keeping habits.

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