10 Sales Tips For Agents Working From Home

Feb 20, 2023

As more and more businesses shift to remote work, insurance agents are no exception. Working from home can have many benefits, such as flexibility and increased productivity. However, it can also present unique challenges, such as staying focused and communicating effectively with clients and colleagues. As an insurance agent, it's important to have a solid strategy in place to ensure that you're successful while working from home. In this blog post, we'll share ten top tips for insurance agents who work from home. From setting a schedule to leveraging technology, these tips will help you stay productive, efficient, and connected with your clients and team.



1. Establish a schedule:

When working from home, it can be easy to blur the lines between work and personal time. That's why it's important to set a schedule and stick to it. Establish specific work hours, breaks, and personal time, and communicate these to your team and clients. By having a schedule, you can ensure that you're staying productive during work hours and taking time for self-care during personal time.



2. Create a home office:

A dedicated workspace is important when working from home. Choose a space that is free of distractions and has all the necessary equipment you need to do your job. Make sure the space is comfortable and clean so that you can get your best work done. Having a designated workspace also helps you mentally separate work and personal life.

Keep a notepad or journal where you can write down your goals for the month. Then break down your monthly goals into realistic weekly milestones, and then into small daily objectives. If working from home, keep this at the center of your workspace so that you can be reminded of your goals and progress along the way.



3. Communicate regularly:

Communication is key when working remotely. Use various channels like video conferencing, email, and phone calls to stay connected with your team, clients, and prospects. Schedule regular check-ins to stay on top of projects and address any concerns or questions. By communicating regularly, you can ensure that everyone is on the same page and that work is progressing smoothly.



4. Leverage technology:

Technology can help you be more productive and efficient when working from home. Use tools like customer relationship management (CRM) software, video conferencing software, and social media to manage your work and stay connected with clients and prospects. Make sure you're familiar with the technology you're using and use it effectively.



5. Listen actively:

When working with clients, active listening is important. Take the time to understand your clients' needs, concerns, and preferences. Ask follow-up questions to clarify their situation and ensure that you're providing the best solutions. Active listening helps build trust with clients and shows that you value their business.



6. Educate your clients:

Insurance can be complex and confusing for many clients. Take the time to educate your clients about the importance of insurance and the different types of insurance policies available to them. Provide clear explanations and examples to help them understand. Educating your clients builds trust and shows that you're an expert in your field.



7. Provide personalized solutions:

Every client is unique and has different needs. Provide personalized solutions based on your clients' specific situations and preferences. Customize your solutions to match their budgets and risk tolerance. By providing personalized solutions, you show your clients that you care about their needs and are willing to go the extra mile.

At the end of every appointment, make sure that you repeat the top 3-5 reasons why their plan selection fits their specific needs. Then let them know that you can find a personalized plan for their friends and family.



8. Be honest and transparent:

Honesty and transparency are important when working with clients. Be honest about the benefits and limitations of each policy. Avoid exaggerating the benefits to close a sale. If you're unsure about something, be upfront and let your clients know. Being honest and transparent builds trust with clients and helps them make informed decisions.

When your clients know that you are honest, they will trust you with their friends and family members. In the spirit of honesty, it's also great to let your clients know when you are on vacation or taking time off. Consider adding your clientele to an email list by using free sources like MailChimp to communicate regularly with your clients. This is also a great way to give them valuable information and even ask for referrals in the future.



9. Stay updated:

The insurance industry is constantly changing, with new products, trends, and regulations. Stay updated on the latest developments by attending industry conferences, reading industry publications, and networking with other professionals in your field. Staying updated helps you provide the best solutions to your clients and stay ahead of the competition. Remember, your clients are trusting you as a professional in your field, so act like it.



10. Follow-up:

Following up with clients is crucial in maintaining a long-term relationship with them. Check in regularly to see how they're doing and offer any assistance they might need. Keep them updated on any new policies or changes in their existing policies. Personalize your communication to show that you value their business and care about their well-being. Following up helps build trust with clients and keeps you top of mind when they need insurance services in the future.

Let's Work Together! 

If you would like one of our Medicare Agents to assist you with your health plan options, you can email us by clicking the link below to get started. We can't wait to help you!

Email Us

Stay connected with Medicare news and updates!

Join our mailing list to receive the latest news and updates from our team.
Don't worry, your information will not be shared.

We hate SPAM. We will never sell your information, for any reason.