7 Habits that are Important, but not Urgent

We are getting bombarded by tips, tricks, tactics and tools to be a better sales person.  Success no longer comes from who spends the most time at the office working hard, it comes from being the best at what matters most.  I continue to think back to the few times I’ve read Steven Covey’s book 7 Habits of Highly Effective People and out of all 7 habits, the one that always remains in my mind is the 2 x 2 matrix of urgent and important tasks.  See this image.

I’m assuming you have heard of this matrix or used it in some seminar you took.  If you haven’t, go look it up, then come back to this article.  In a nutshell, he says that planning out and making sure you do the non-urgent/Important actions (quadrant 2) will bring the best results in your life.  So here is my list of the 7 most important ACTIONS to be successful as an insurance agent.

1- Plan every day and week
If you don’t plan then you’ll get stuck in the world of always putting out fires and spinning your wheels.  15 minutes at the beginning of each day is crucial to your long-term success.

2- Take someone to lunch
There is something about giving good food that can get people to trust you faster than anything else.  This simple thing will pay huge marketing dividends!!!

3- Join community organizations and clubs

Building relationships is your business, and what better way to build relationships than getting together with people that enjoy doing what you do and serving.  Remember with these organizations, DO NOT SELL THEM.  You’re there to earn trust and people can smell the stench of a salesman from miles away.  Serve, and let them come to you when they need you

.4- Take vacations and have adventure

It sickens me to think that many Americans won’t take the allotted vacation time.  People do business with people they know, like and trust.  You can’t trust someone that you can’t connect with and when all you can talk about is insurance, your stench will waft through every room you enter.

5- Automate and batch the non-relationship building tasks

It is so easy to get bogged down by the emails, paperwork, quoting, scanning, input, blah, blah, blah.  That stuff does not make you money but is essential to your job, so don’t feel bad making it as efficient as possible so you can spend your time doing the most effective things like being where your clients are.

6-Get Educated and join a Mastermind group

You don’t know what you don’t know, you know?  There are some great education programs like the CPCU, CIC, CRM, CRIS, etc that give you a leg up against anyone else just trying to peddle a product.  Mastermind groups take this to another level to get actual real life experience and join others that can help you hold yourself accountable. Your clients need a professional, not a salesperson.  You can’t be professional if you don’t know what you’re doing.

Come to a Free Mastermind Group

7-Track the most important things

You need to be the best at what matters most.  If you don’t have a system to track those actions then it is impossible to be the best because you have no idea what needs improvement.

Set up a plan and system to make sure these 7 things are done consistently and you’ll break right through the noise and be part of the industry ELITE.

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