7 Things Top-Performing Intermediaries Do Before 10AM

[This article was generated by ChatGPT and has been edited by the Surer team for clarity, readability and context.]

Want to have more productive days and close more business — without burning out? The secret might lie in what you do before 10AM.

Here’s how the most efficient intermediaries in Singapore get ahead (even before others have had their second kopi):

1. Check Your Renewals and Claims First

Start with what matters most: existing clients.

• Which policies are up for renewal this week?
• Any pending claims that need a nudge?
• Any outstanding policy documents to check?

Proactively managing renewals is one of the easiest ways to maintain retention (and hit targets without chasing new leads).

2. Send 2–3 Quick Follow-Ups

Whether it’s leads from last week or prospects who said “next month,” send friendly reminders early.

Example:

“Just checking if you had time to review the options I sent. Happy to hop on a quick call later.”

It shows you’re reliable and client-focused.

3. Clear Your Inbox Strategically

Don’t reply to every email blindly. Prioritise:

• Active clients
• Quotes you’re preparing
• Urgent approvals

Tackle less important admin in the afternoon when energy dips.

4. Review Your Calendar and Prep Mentally

What meetings or calls do you have? Any prep needed?

Pro tip: Add 5–10 minutes of buffer between calls to reduce stress. Use that time to take notes, refresh your mind, or grab water.

5. Post Something Useful on WhatsApp Status or LinkedIn

Your personal brand is your best marketing tool. Post a claim tip, industry update, or a quick FAQ.

Example:

“Do you know what’s NOT covered by travel insurance? Here’s a quick checklist.”

This keeps you visible, helpful, and top of mind.

6. Spend 10 Minutes on Your Pipeline

Look at your current opportunities:

• Any leads gone cold?
• Anyone due for a policy review?
• Any cross-sell opportunities?

Even one reminder can lead to a new policy. Keep your pipeline warm with micro-efforts.

7. Re-centre Yourself

Top pros don’t just hustle — they reset. Spend 5 minutes reviewing your goals, journaling, or just deep breathing before the day gets hectic.

You’ll think more clearly, sell more confidently, and stay focused longer.

Bonus: Have a Consistent Start Ritual

It might be kopi, a 10-minute read, or a quiet moment before the family wakes up. Whatever it is, own it. Consistency = clarity.

Final Word

Start your mornings with purpose, and the rest of the day flows. Build momentum early, and you’ll not only sell more — you’ll feel more in control, like the true professional you are.