Re: writing 15 policies a week??
Some people just plain get it. Bravo on a great system. Would you mind e-mailing me some examples of your sheets? Or maybe send them in a private message?
I have struggled with similar issues when you hit a certain level, you start dropping the ball on a few things, and realize that you are a bit over capacity. What I had to do at that point was stop and see where the time was being consumed, what was being missed and work from there.
In general, the old fashioned checkoff sheet in a hold file work well for me. A policy written has a sheet generated of things that need to happen, and then they go in a folder to get checked on certain days.
For instance, a life policy would have a shedule something like:
App written (assuming paper app, it works better for illustration, most are electronic now though)
- Mail app today
- Order paramed
- Send thank you card
1 week from today
- Ensure app is recieved by company
- Call client to confirm paramed
2 weeks from today
- Call company, confirm status
3 weeks from today
- Find out what is keeping this from being issued.
4 weeks
- Deliver policy, review with client
6 weeks
- Followup with client to make sure everything is completed.
So if I wrote a policy today (the 5th), I would drop my 'traveler' into a file folder that says '12th'. On the 12th, I pull everything out for that day and go to work. There might be one thing, there might be 50.
I've tried more sophisticated systems, keep going back to simple.
Oh yeah, I have a folder for each month as well. If a client says to call back in 2 months, his call sheet would go into the October folder (it's August now), and then in the end of September, I would sort the October folder into the days.
It's amazing how well it works.
Dan
Some people just plain get it. Bravo on a great system. Would you mind e-mailing me some examples of your sheets? Or maybe send them in a private message?