How Insurance Intermediaries Can Prioritise Effectively and Focus on What Matters Most

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

As an insurance intermediary, you wear many hats: advisor, problem-solver, paperwork ninja, and sometimes even therapist.

But with so many tasks competing for your attention, how do you know what to tackle first?

More importantly, how do you ensure you’re spending your time on what really matters?

Here’s the secret: prioritisation isn’t about doing everything – it’s about doing the right things. Let’s dive into how you can prioritize effectively and focus on what’s truly important.

What Is Most Important for Insurance Intermediaries?

At the heart of your work lies a simple yet powerful mission: serving your clients. Everything else – admin work, marketing, continuing education – is secondary to ensuring your clients get the best advice and support.

Here are the top priorities to focus on:

1. Building and Nurturing Client Relationships
   According to LIMRA, 82% of clients say they are more likely to stay with an advisor who maintains regular, meaningful communication. Relationships are your bread and butter, so invest time in understanding your clients’ needs and staying in touch.
2. Improving Product Knowledge
   With new products and regulations popping up, staying informed is crucial. The more you know, the better you can tailor solutions for your clients. This not only boosts your credibility but also builds trust.
3. Revenue-Generating Activities
   Let’s face it: your bottom line matters. Prioritise activities that directly impact your income, such as prospecting, closing sales, and seeking referrals.

How to Prioritise Effectively

Now that you know what matters most, here’s how to prioritize like a pro:

1. Use the Eisenhower Matrix

This simple tool helps you categorize tasks into four quadrants:

• Urgent and Important: Do these immediately (e.g., following up on a lead about to lapse).
• Important but Not Urgent: Schedule these (e.g., client review meetings).
• Urgent but Not Important: Delegate these (e.g., data entry).
• Neither Urgent nor Important: Eliminate these (e.g., checking Instagram for the 10th time).

2. Batch Similar Tasks Together

Grouping similar tasks saves time and mental energy. For instance, set aside specific times for administrative work, client calls, and email responses. Studies show that task-switching can reduce productivity by up to 40% (American Psychological Association).

3. Leverage Technology

Use tools like CRMs, task managers, and automated reminders. Platforms like Surer can streamline quoting and policy management, freeing up more time for client interactions.

4. Learn to Say No

Not every task deserves your attention. If something doesn’t align with your priorities, delegate it or let it go. Remember, saying no to distractions is saying yes to what truly matters.

Making It Stick

Prioritising isn’t a one-and-done activity. It requires regular review and adjustment. Block time each week to reassess your tasks and ensure you’re staying aligned with your goals.

In a world full of distractions, the key to success is focusing on what matters most: your clients, your expertise, and your revenue-generating activities.

By prioritising effectively, you’ll not only reduce stress but also create a thriving business that serves both you and your clients.

So, grab your to-do list, channel your inner productivity guru, and start prioritising. Your future self – and your clients – will thank you!