Are You Organized?

Are You Organized?

One of the most important aspects of business is organization. When you are in sales or an insurance agent, being organized is a must. I have seen insurance agent’s cars that look like a giant hamster nest. I mean papers, lead cards, applications and policies everywhere. These agents panic if they have to give someone a ride, because the passenger seat is being used as an upside down filing cabinet, along with the floor board and dash. One good strong wind with the doors open could set their business back years. I know firsthand how hard it is to become organized when you are busy selling and running your business. However, just taking a few simple steps can really help you to becoming organized and on your way to bigger and better success.

Let me start off with, I am not an organizational expert. I am an insurance broker. My tips are my own systems that work for me and there is no wrong way being organized. I am aware of software, CRMs, back office companies that allow an agent or sales person to pay to have them handle it. Here is the deal with getting yourself organized. The system that you decide to use and will continue to use is the best system for you. Don’t spend a bunch of money on a system, that you don’t like or understand, because you will not get into the habit of using it. If you don’t use it, you are right back to living in a giant hamster nest. The main aspect is to do your homework. Don’t get in a hurry checking out systems. Ask your coworkers, colleagues and friends who they use, then do the homework to decide if it is the best system for you.

My system was pieced together for years out of necessity, but it keeps me organized. I will admit I need a system that is simpler and all in one place. But, remember the number one rule, the best system is the one you will use, so I have not switched yet. First, purchase bins that your paperwork will fit into neatly. I sort forms, policies, flyers and brochures into these bins. This allows me to move them around freely in my car or from car to office easily. No more panic when someone needs a ride. Next, I love Outlook. It is my calendar backup, email processor and reminder. I have used it for years and I like, not saying it is the best. I also use Google Calendars because it automatically syncs to my smartphone. Very important when setting appointments and meetings on the go. If it is in my phone, then it is in my computer and this dictates how I run my business as well as my life. Everything is in its time slot or on a task list including free time or fun time. This minimizes my stress level because everything is written down. It keeps me from missing appointments, meetings, events and most important, fun time. I have found that since I have mastered my schedule the other little things are easier to manage. Just try this first baby step and get your business and life organized and lesson your stress.

It takes as much energy to wish as it does to plan.”-–Eleanor Roosevelt

 Image by Stuart Miles at www.freedigitalphotos.net


Tim Wilhoit is owner/principal of Your Friend 4 Life Insurance Agency in Nashville, TN. He is a family man, father of 3, entrepreneur, insurance agent, life insurance broker, salesman, sales trainer, recruiter, public speaker, blogger and team leader with over 28 years of experience in sales and marketing in the insurance and beverage industries.

8 Responses to Are You Organized?

  • Good reminder. We all have 24 hours in a day, right?

  • Nick, the same 24 hours as Bill Gates and Warren Buffet. 😀

  • It is a great reminder, Tim. I believe I have finally found the CRM that works well for my needs. This is key to being organized. GoogleCalendar is working well for me.

  • Consuelo, we are in full agreement. I too am a big fan of Google Calendars.

  • Consuelo,

    I couldn’t live without Google Calendar. What CRM are you using? I’m using Zoho CRM but for some reason repeating events (calendar items) don’t sync properly with Zoho.

  • Love your content Tim!

  • Nice advice…I use a similar simple system…I have 2 synched calendars with the Android installed Google calendar. One is aCalendar, which has a great search function but gets messy when my calendar is loaded with 15-20 appointments just in the morning, for example, and Jorte, which has a page-style listing so I see the full listing…I keep some notes with the calendar listing…I set up my appointments on Jorte, but can find them anywhere with aCalendar. To-do lists etc are part of the ensemble. I hardly ever go directly onto the Google calendar but it’s the foundation for the other two. These are both free apps on Google Play.

    You are so right about keeping it simple…complex CRMs have never worked for me…so much busy work just to fill out the fields…drove me BATS! I’m sure programmers just loved loading the CRMs with fields to make a compelling sales pitch…totally useless for me though. The fancy “reports”? Who needs them!

    I have a Samsung Note 3 cell and an Android tablet. I don’t schedule on the desktop. Only on

  • John, excellent system. Thank you for the app tip, I will be checking that out for sure. Thanks again for sharing all of that with us.

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