Search
 

Broker Innovation Lab

7 efficiency hacks for agents

Struggling with inefficiency is nothing new for sales-oriented professions, so advisors and agents need to automate low-order tasks to free up time for personal interactions.

By Victor Gaxiola | Updated on October 24, 2016
X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

Financial services pros are busy people. A full day includes the primary directive of supporting current customers, but also maintaining snowdrifts of paperwork, doing research, cold calling prospects and other administrative work that usurps valuable client time.

On top of this teetering to-do list, add social media activity, an updated web presence, email marketing and compliance concerns, and you have an overwhelming, unsustainable schedule.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?

Follow the Conversation

BenefitsPRO Broker Expo 2025 (BPRO)Event

The premier educational and networking event for employee benefits brokers and agents.

Get More Information
 

BenefitsPRO Broker Expo 2025 (BPRO)Event

The premier educational and networking event for employee benefits brokers and agents.

Get More Information
 

BenefitsPRO

Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2024 ALM Global, LLC. All Rights Reserved.