Use January to set up anniversary appointments, streamline renewals, and prep for taxes.

January might feel slow, but it’s actually the perfect time to prepare for the rest of the year. Laying the groundwork now helps you hit the ground running when client activity picks up.

• Set Up Anniversary Calls: Schedule appointments for clients with policies renewing in the next few months.
• Streamline Renewals: Organize documents, scripts, or templates to make the process faster and more efficient.
• Prep for Tax Season: Use this time to ensure records are organized for tax filings.

Today's Task:

Schedule 3 client touchpoints for the month.

Related Resources:

• How Insurance Agents Can Get Out of the Dreaded January Sales Slump
• The Ultimate Tax Deductions Checklist for Insurance Agents