It’s easy to get bogged down with everything you have going on in your business. Between all your clients, appointments, and files, it’s a lot to keep track of, which is why organizing your business is so important.
We want you to succeed by using only the best tools and relying on AgentLink when you need us.
Tools to Stay Organized
Many brokers still remember the days when faxing was mainstream and stacks of filing cabinets were a staple in every office. The last decade, though, has brought dramatic innovations that have taken our work and made it digital.
Digital tools are no longer optional for agents to succeed in their business. An organized business gives you a clearer path toward success. Here are a few ways we recommend staying organized:
Keeping a calendar is essential to never missing an appointment or deadline. While a good ol’ desk calendar is tried and true, the minute you leave the office, all of your key dates get left behind.
It’s time to streamline with a digital calendar. Smartphones come with a built-in calendar, but if that alone isn’t cutting it, you can also use your Google or Outlook calendar that syncs with your email.
There are also a number of paid and free apps that give you built-in reminder or task features.
With a digital calendar, you can schedule everything that has to get done and make sure you have separate calendars for the different areas of your life. Additionally, if you work on a team, there are features that enable you to share calendars so that everyone is aware of key deadlines and events.
Digital file storage and organization
Having all your files stored digitally and all in one place makes staying organized simpler.
Using a Google Drive or Microsoft OneDrive in tandem with your email allows you to have access to your files no matter where you are. With plenty of storage and the ability to create folders, share files, and work collaboratively, these online file organizers will make your life a lot easier.
Of course, it won’t do you much good to have constant access to your files if you don’t have a good organization system. Take advantage of the folders, tags, and naming structures to keep your files organized.
Customer relationship management system
A customer relationship management tool, or CRM, is a great way to keep track of your clients and the services you provide to them. The goal of a CRM is to improve your relationships with clients and prospective clients to help you grow your business.
A CRM can help you stay connected to your clients, streamline your processes, and improve profitability by providing you with one place for everything.
CRM software allows you to organize client information, notes from your last appointments, prescription drug lists, enrollment documents, and so much more. Everything you need in one place, so you don’t have to worry about forgetting something.
Rely on AgentLink to Help Your Business
We know staying organized can be a hassle sometimes, but in this industry, it’s a necessity. Let AgentLink take some of the pressure off with our Concierge Services.
Our services are customizable to your needs. We can help your business, no matter the size.
Our Concierge Services team will help support your sales management, comprehensive account management, HR support, and more, all while delivering excellent customer service and enhancing your reputation with your clients.
We can help you organize your business and streamline your processes, so you’re only focusing on what’s important to you.