LD-0090 Managing Your Time

How will my company maximize time?


Daily Time Log

Name:                                                    Date:     

 

Time

Duration in Minutes

Activity Description

Category

Type

T=Tactical

S=Strategic

List of Category types

     

     

     

     

     

Survey

     

     

     

     

     

Quote

     

     

     

     

     

Application

     

     

     

     

     

Submission

     

     

     

     

     

Policy Delivery

     

     

     

     

     

Service

     

     

     

     

     

Office

     

     

     

     

     

Finance

     

     

     

     

     

Marketing

     

     

     

     

     

Training

     

     

     

     

     

Teaching

     

     

     

     

     

Build Systems

     

     

     

     

     

Personal

     

     

     

     

     

SIAA

     

     

     

     

     

 

     

     

     

     

     

 

     

     

     

     

     

 

     

     

     

     

     

 

     

     

     

     

     

 

 

Total Duration in Minutes:     

Time Log Summary

Name:                                                 Period:     

 

Category

Day 1

Day 2

Day 3

Day 4

Day 5

Average

Survey

 

 

 

 

 

 

Quote

 

 

 

 

 

 

Application

 

 

 

 

 

 

Submission

 

 

 

 

 

 

Policy Delivery

 

 

 

 

 

 

Service

 

 

 

 

 

 

Office

 

 

 

 

 

 

Finance

 

 

 

 

 

 

Marketing

 

 

 

 

 

 

Training

 

 

 

 

 

 

Teaching

 

 

 

 

 

 

Build Systems

 

 

 

 

 

 

Personal

 

 

 

 

 

 

SIAA

 

 

 

 

 

 

 

 

 

 

 

 

 

Totals:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Daily Prioritizer

 

Name:                                                 Period:       

 

High Priorities

Hours

Schedule

q     

7:00

     

q     

7:30

     

q     

8:00

     

q     

8:30

     

q     

9:00

     

Secondary Priorities

9:30

     

q     

10:00

     

q     

10:30

     

q     

11:00

     

q     

11:30

     

q     

12:00

     

People

12:30

     

q     

1:00

     

q     

1:30

     

q     

2:00

     

q     

2:30

     

q     

3:00

     

Phone Calls

3:30

     

q     

4:00

     

q     

4:30

     

q     

5:00

     

q     

5:30

     

q     

6:00

     

q     

6:30

     

q     

7:00

     

 


Time Bandits Worksheet

Name:                                                      Period:       

 

#

Description

Time Lost

Priority

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

 

 

 

 

 

Files Pulled Log

Name: ____________________________________       Date: ________________

 

             Name            What Did Insured Want?        Why was the file pulled?     

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Time Management Category definitions

 

 

NB - New Business  any work to do with a new policy for a new client or existing client until it gets delivered to the client broken down into five categories

        NB SURVEY

 

        NB QUOTE

 

        NB APPLICATION

 

        NB SUBMISSION  - all the work from the time the client leaves until the policy is in the mail to the company

 

        NB POLICY DELIVERY  - all the work of checking over the policy and mailing it

 

        SERVICE any work to do with a policy after the new policy delivery including all work on renewals. (includes inserting files in the file cabinets)

 

        OFFICE any office work not associated with policies including maintenance of equipment and facility. (example; shopping for supplies, licensing of agents, notarizing an affidavit, sorting the mail, copy surveys, fix the printer, put up a new shade,  clean up the floor after a client tracked dirt in). 

 

        FINANCE any activity spent with money and banking not related to a specific policy

 

        MARKETING any activity with advertising & promotion

 

BD  - BUSINESS DEVELOPMENT any activity that develops a way to accomplish a tasks better or faster

 

        BD TRAINING  - any time spent learning about procedures or insurance education including E-myth classes. 

 

        BD TEACHING  - any time spent teaching others about procedures or insurance education. 

 

        BD SYSTEMS  - any actual work on developing new or updating and improving old systems.  (example; better quoting system, better banking system, etc)

 

        PERSONAL not related to work

 

        SIAA work not related to Prins Insurance but only for SIAA Partners (usually Dick is the only one working with this, but other could be asked to help)