📹 Morning Momentum Leads to Increase Insurance Sales

2021-07-24T18:17:00-04:00March 17th, 2021|Personal Development|

This Morning Huddle video originally aired as part of our Mastermind Members’ Daily Virtual Coaching. Mastermind Members receive video training each morning to use as a Team Member meeting, accountability tool, or general resource for great information about insurance, sales, productivity, efficiency, mindset, personal development, and more. Learn more about our programs for Insurance Agency Owners and Insurance Agency Team Members.

I want you to try this exercise called 9 Before 9 to get your morning momentum rolling.

The insurance world is filled with emotional peaks and valleys. There are good days and bad days.

Do this as part of your evening routine, so you can start checking boxes when you wake up.

Write down nine things you can get done in the morning.

These nine things will be a lot of personal tasks and not necessarily things to be done at the insurance agency. But it plays into the agency because once you get to work, you’re getting there with excitement and morning momentum. You have already checked so many boxes!

You are already winning. [Click to download the Win Every Day Playbook]

Go ahead: Write down nine things that you can get done before 9 a.m.

Here is my nine before 9 am list.

  1. I make my bed. It takes me no more than three minutes.
  2. I take great pride in blocking off a little bit of family time in the morning. I make my kids breakfast because it allows me to talk to them. It gives me a sense of accomplishment that I eat breakfast with them in the morning.
  3. I clean the kitchen, do the dishes, put everything away, and get ready to start my day.
  4. I walk the dog. I make sure he gets outside to do his business and exercise. 
  5. I hop on the Peloton for 15 to 45 minutes, depending on how much time I have. Or if it’s nicer weather, I’ll go out for a jog.
  6. I listen to a morning podcast. Sometimes I listen after my morning exercise while in the shower.  If you’re not into the podcast world, read a few pages in a book you like. Take some time to yourself to learn something.
  7. Meditate. These can be as quick as 5 minutes or as long as 20 minutes. It is a time to shut everything down, focus on breath, get centered, and live in the present.
  8. I write a kind note. It can be handwritten, an email, or a text message, but I make it a point to send a quick note that hopefully puts a smile on someone’s face and lets them know I appreciate them.
  9. I create an outline of what a winning day would look like for me. This outline is the essential list of things I have to get done at the agency that will lead to success.

I take all of the win-the-day activities that my team sent me from the day before, accumulate them, put them in a spreadsheet, and share those along with their goals for the upcoming day.

When team members get to the agency, they have an email where they know who won the day before, where we can improve, areas we missed, and what they’re playing for that day.

With 9 Before 9, everything gets crossed off that list.

You will have morning momentum if you know you can check all those items off your list. That momentum will set you up for success in insurance sales.

Is your agency optimized?

Are you consistently:

  • Connecting with key community influencers
  • Posting on social media
  • Having team meetings
  • Holding your team accountable
  • Staying on top of industry updates

You know what to do; you just need a hand. That’s where we come in.

> Schedule a demo now!

Go to Top