Being an insurance agent means more than just handing out policies. You know it's about building strong client connections, getting sales, having a good team, and keeping customers happy.

Insurance agents should not only be just busy, they should be busy, productively.

Now that we're in 2025, things are moving super fast. You've probably asked yourself, "How can I increase insurance agent productivity without burning out?"

And that's what this is all about. We'll discuss why insurance agents often find it difficult to stay productive and look at some simple ways to get more work done quickly.

Why Insurance Agents Struggle With Productivity?

For insurance agents, wasted time means lost money and missed sales. If you’re managing an insurance team, here's why your agents might find it hard to get things done:

  • Too many tasks at once: Insurance agents handle lots of things, making it hard to focus.

  • Lots of paperwork: Admin work takes up too much time on tasks like data entry, compliance checks, and processing applications.

  • Balancing sales and admin:  Constant struggle to balance important administrative duties along with the need to generate new business.

  • Old systems: Many lack tools like modern CRM software, automation tools, or digital resources to make things easier.

Now that you have an understanding of the reasons for the lack of productivity, let’s jump into some strategies to increase insurance agent productivity.

4 Actionable Strategies on How to Increase Insurance Agent Productivity

#1 Use Your Team’s Time Wisely

Did you know that the average insurance agent spends only 35% of their time selling? The rest gets swallowed up by administrative tasks.

So, as an Insurance agent, you need to know how you can make your team super productive by just being smart with their time. I have outlined some tips for you that can help.

  • Find out what really matters:

Your team has tons to do: calls, meetings, and paperwork. But what brings in the most money? Tell them to focus on those tasks first. That's how they'll use their time best.

  • Help them plan a daily schedule

Tell them not to just do things randomly. Help them plan their week. For example, 'Monday mornings are for calling new customers, and Tuesday afternoons are for meeting with clients.’

  • Help them stop wasting time: 

Everyone wastes time, looking at their phones or getting lost in emails. Teach them to cut out things that don't help them work. 

Insurance agents are constantly interrupted by emails, client calls, and social media. These interruptions might distract them from key tasks like reviewing policies, consulting with clients, and finding new leads. 

To manage their time better, agents can use  Betimeful which can be downloaded from the App Store or Play Store. 

BeTimeful hides distracting apps from your phone unless you need to go on a timed break to scroll before your TIME IS UP! 

  • Help them know where they're going: 

Talk to your team about what they want to achieve in their careers. When they have a clear direction, they can use their time better.

#2 Get your team the right ‘Tech’ for ‘Productivity’ 

As an insurance agent, I'm sure you and your team send tons of emails every day, trying to help people and make sales.  But, many of those emails might be going straight to spam. 

Why? Because words related to insurance trigger spam filters even more. So, your team’s hard work might just go to waste.

The best solution for this is you can use Email Warmup. It sends emails for you to other people, and they reply and mark them as important. This helps your emails get delivered better over time. This way, insurance agents can increase sales, not spam.

Find Good Clients

When your team prioritizes finding "good" clients, their workflow changes. Instead of trying to sell to everyone, insurance agents should focus on people who really need insurance. 

This saves time and makes their work easier. When they work with good clients, those clients stay longer.

So, how to find good clients?

  • First, insurance agents need to figure out who they want to work with. What kind of people or businesses need their help?

  • Then, they can join groups or online places where those people are. They can share helpful information, not just sales pitches. When people ask questions, they should answer them.

  • Insurance agents can also use ads to find the people they want. And their website needs to explain clearly what they do and who they help. Online reviews and good words from past clients are very helpful too.

#4 Help Your Team Learn & Grow

If you want to increase your insurance team's productivity, you've got to focus on helping them learn and grow.

When you give them the tools and knowledge they need, you'll see the real difference. Keep your insurance agents up-to-date on new products and sales techniques, and you'll find they close deals faster and build stronger client relationships.

You can also make this happen by holding regular training sessions, pairing up experienced insurance agents with newer ones, and supporting their professional development.

Lastly, the best thing you can do is encourage your team to share their knowledge and provide them with access to online learning resources. This way you’ll build a culture of continuous improvement.

Are You Winning? Measure & Track Your Team’s Productivity

You've helped your team prioritize, plan, and minimize distractions. Now, how do you know if it's working? 

As a team leader, it's important to track your insurance agents’ progress and celebrate their wins.  Let's talk about how to do that.

What to track:

Sales Goals:

Are your agents hitting their sales targets? Track the number of policies sold, the value of those policies, and the overall revenue generated. This will give you a clear picture of their sales performance.

Happy Clients:

Client satisfaction is crucial. Ask your agents to track client feedback, reviews, and retention rates. Happy clients are more likely to renew policies and refer to new business.

Turning Leads into Sales:

How effectively are your agents converting leads into paying customers? Track the conversion rate, the time it takes to close a deal, and the number of leads generated.

How to Track?

Use Your CRM:

Your CRM system is your best friend. Make sure your agents are using it regularly to log all their activities, client interactions, and sales data. This will provide you with valuable insights into their performance.

Simple Tracking:

Even if you have a CRM,  consider using simple tracking methods like spreadsheets or dashboards to understand the key metrics. This can help you quickly identify trends and areas for improvement.

Weekly Check-ins:

Schedule regular one-on-one check-ins with each insurance agent to review their progress, discuss any challenges they're facing, and provide feedback. This will help you stay on top of their performance and provide timely support.

Celebrate Wins:

Recognize and celebrate your team's successes, both big and small. This will motivate your agents and create a positive work environment. Appreciate them when the sales goals are met, or when a very positive client review is received.

Wrapping Things Up

We've talked about how to help your team get more done. You know what's hard for them, and you know how to fix it. 

Now it's up to you. Will you keep things the same, or will you make them better? 

You have ways to help them focus, find good clients, and use tech. And you know you need to keep track of how your agents are doing and celebrate when they win.

Don't just read this and forget about it. Time is passing, and you want your agents to do better now. 

Start using these tips TODAY and see the difference. Don't wait for things to get better on their own. Make it happen now!