Planning time off in an insurance agency is a key way to create harmony on your team. Listen to this 3 Minute video on how to effectively manage your time off.
As an insurance agency team member planning time off in an insurance agency is critical to creating team harmony. We know things happen in life. Babies, being sick, medical issues, family matters – sometimes it never ends. However, to be a great team member we want to make sure we give agency team members tools on how to effectively schedule time off.
Most agencies want to support smart work life balance. They want people to take the time and recharge and refresh. The best agency team members plan their time off (when they can) to ensure harmony on their teams.
Here are some things to consider when scheduling Your Time Off:
- Workload: Is this the productive season in your department?
- Coordinate with Colleagues: Look to see if others already have time off
- Deadlines: Are there any pressing deadlines?
- Plan Around Key Projects: Are there any system changes or initiatives?
- Communicate Early: Plan your time off with notice.
- Offer Assistance & Support: Make sure you are a good team member when others are out
- Be Flexible & Willing To Adjust: if situations change remain flexible
Collaboration, effective communication and flexibility are key!
Learn How APP Can Help You In Planning Time Off In Your Agency!
- Read our blog on how we recommend you manage time off
- Agency Assessment (Lets organize and optimize your book)
- Agency Efficiency (Move Your Team From Busy to Productive)
- 2 Year Program (Install Key Agency Growth Processes)
We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that’ll grow your agency with hugs & high fives along the way….just like a BFF.
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