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Insurance Brokers: Gain the Advantage with a More Productive Routine

As children across the northeast return to classrooms, many for the first time since March 2020, working parents everywhere also settle into new routines. With workplaces now open again and in-person networking events, business lunches, and other opportunities for connection expanding, many insurance brokers’ workdays are shifting to a “new normal.”

It’s the same for us here at The DBL Center, where we are planning in-person meetings and events and looking forward to reconnecting with loyal clients we may not have seen face-to-face in nearly two years.

Whether you’re struggling with a new routine or looking forward to being back in the office, these tips can help.

Consider What Worked During the Pandemic and Maintain Those New Habits

The pandemic brought many struggles and challenges, but there were also a few bright spots for individuals and businesses for those who knew where to look. For instance, the work-from-home revolution sparked by the pandemic may have actually brought about increased productivity for some workers.

In a January 2021 report, more than 66% of employers said they saw increased productivity amongst their remote workers, while 83% of employees agreed they don’t need to be in the office to be productive. If you’ve noticed you can complete deep focus work better outside the office – especially with the kids at school and not home to interrupt – consider taking one day a week to work from home. You may also offer employees flex-time or remote working hours to garner the same results. You might save money on office overhead costs and create happier, more productive employees.

During the pandemic, businesses also embraced new technologies to stay productive and connected. The DBL Center had just begun distributing a webinar about our Broker Dashboard: Net Revenue Tracker just prior to the pandemic. We ramped up those efforts during the pandemic and we intend to continue that trend to ensure that insurance brokers can access the information they need about the Broker Dashboard in an easy way.

Reach Out to Rebuild Connections

We missed our annual summer soiree the past two years and, of course, our 2020 holiday party. In general, we’ve missed face-to-face connections with our insurance broker community over the past year-and-a-half.

While not everyone is ready for large-scale networking events or even business lunches, make it a point to reach out by phone and gauge the interest of your best clients and closest colleagues to meet in person at some point this fall.

Leverage Technology Designed to Keep Insurance Brokers More Organized

Of course, it’s the small, daily activities that keep your business running full throttle and ready to grow. Stay on top of renewals and cancellations and make it a point to touch base with clients whose policies are up for renewal.  If you haven’t taken advantage of our free software, click here to book a demo today.

The workplace is changing and employees are demanding more than ever. See if now is the time to upgrade your clients’ ancillary benefits packages, provide Group Life / AD&D, or introduce them to voluntary worksite benefits and critical illness insurance, which can help alleviate financial burdens if someone is hospitalized or facing high medical bills due to illness or injury.

Our Broker Dashboard makes it easy for you to get into the habit of reaching out to clients facing renewals, as well as track your overall revenue as you grow your book of business.

Get Ready to Embrace Change – Again

With a new governor in New York and paid family leave programs gaining traction across the country, the last quarter of 2021 could bring even more changes and opportunities within the statutory insurance industry.

Getting into a routine now can help you act quickly and pivot to embrace opportunities as they open. As always, The DBL Center remains your number one source for information on the statutory insurance industry, DBL in NY, New Jersey TDB, and Paid Family and Medical Leave programs across the U.S.

Read on to learn more about opportunities for statutory insurance brokers now and in the future.

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