What To Do In July: An Insurance Agent’s Checklist

By Rebecca Batisto

What To Do In July: An Insurance Agent’s Checklist

The summer is halfway over. Next month, kids will be returning to school in the southern US; family vacations will be over; things will begin to return to normal at most workplaces. July can be a bit of a transition month for those reasons. Nevertheless, there are plenty of things to do this month to keep your business growing. Here are our recommendations:

Expand Your Network

Before things go back into full swing, there’s probably time to focus on self-improvement. Motivational speaker Jim Rohn famously said, “You’re the average of the five people spend the most time with.” Now is possibly the best time to strengthen your network and befriend business and insurance people who are killing it in their fields.

Get Online

July is an excellent time to learn a new online marketing strategy. There’s been an enormous shift lately in where your prospects are researching and buying insurance. The most successful agents allocate time every day to online marketing. If you’re not already doing this, now is the time to learn something new and put it into practice. Some suggestions: Instagram, Vlogging (video blogging), pitching stories to your local or industry media.

Learn What’s New

When it comes to employment laws, it’s been said that July is the new January. A lot of new laws were passed at the beginning of the year that take effect this month. Many of those were workers’ compensation laws. If you haven’t already, you should familiarize yourself with any new laws which may have recently taken effect in your state.

Talk To Your Clients

Have a conversation with your clients about the risk of injury related to overexertion and perhaps even suggest giving a talk to employees. Employees overexerting themselves in the summer heat is one of the most common workers’ comp claims. Review with your clients the terms and conditions of their policies so they can be prepared in the event of worst-case scenarios.

Write More Claims

If you’d like to write more workers’ compensation claims, call today to find out how we can help. Normandy Insurance offers competitive commission, quick turnaround time, common sense underwriting, cost-saving resources for your clients, and cost-effective claims management. Click here to fill out our online form.

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