When your schedule is thrown for a loop due to something like COVID-19, or any other event that changes how you work, it can be hard to find a new normal.
It can be even harder to be productive once you do figure out how to go with the flow. Many people have had to get used to the work-from-home lifestyle without really having time to adjust.
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No matter what your situation is, if you’re an agent who finds yourself currently working from home (especially if you’re used to working in an office), follow these tips to help you stay motivated, disciplined, and successful during the quarantine — and after!
Try to Keep the Same Routine
One key to not letting your schedule get too out of whack is making an effort to keep the same, or at least a similar, routine. If you started off your day going to the gym, you can still start your day with an in-home workout to get your blood flowing and your body moving. If you began your workday with a cup of coffee and checking your emails from clients, you can still easily do that from home.
Try to keep the same schedule as far as when you contact clients, but it might be a good idea to check in with them and ask if their original preferences are the same as far as the best time of day to get in touch with them. You can use the Notes feature in the Ritter Platform to track any changes to your clients’ preferences.
Create a Designated Space for Working
Another way to help your workday feel more “normal” is to create a designated space to work, preferably somewhere relatively private so you can keep your focus. Set up shop at your kitchen table or in your living room. If you feel most comfortable working from home in your bed, that’s fine – just don’t be tempted to go back to sleep!
If you feel most comfortable working from home in your bed, that’s fine – just don’t be tempted to go back to sleep!
You may also find that switching up your workspace periodically helps to keep you motivated. Maybe in the morning you may like to work in the kitchen, but in the afternoon you choose to move to the living room. Wherever you choose, make sure you have enough space to lay out the supplies you need (your computer, notebook, applications, etc.) and somewhere close by to plug in any electronics. You can even choose to decorate your space how you would your desk in the office!
While it’s OK to check your phone every now and then or watch some TV during lunch, if you want to be as productive as possible, eliminating distractions is the way to go. We wouldn’t recommend putting your phone on “Do Not Disturb” mode in case a client would try to call you, but you can put your phone across the room so you’re not tempted to let it distract you.
If you’re in a room where you’re able to close the door, that may also help, especially if your family is home as well. You can also ask your family to try not to interrupt you for a period of time if you’d like to take an hour or so to focus on an important task, like returning clients’ emails or phone calls or submitting applications.
It can be hard to sit in the same spot for hours on end, and taking breaks throughout the day can actually help you be more productive. Take a walk outside or take a few minutes to stretch your body. You can even use a reward system to motivate yourself. After I complete these applications, I can play a quick game of Candy Crush (or whatever reward system would work best to motivate you). Breaks can boost your creativity and lead to more “Aha!” moments, helping you to stay on your toes and keep your mind working sharply.
Breaks can boost your creativity and lead to more “Aha!” moments, helping you to stay on your toes and keep your mind working sharply.
Don’t Isolate Yourself
While we are supposed to be keeping ourselves isolated during this pandemic, that doesn’t mean you should isolate yourself from your clients. With today’s technology there are still many ways to stay in touch with clients. Even though you can’t meet with them face to face, you can give them a call or email or even send them a postcard to let them know you’re thinking of them. We’ve even created templates that you can follow to make reaching out to clients easy and efficient.
You can also utilize Medicareful while working from home since it’s a great resource that allows you to remotely enroll your clients in a plan. You’ll even be able to compare plan options side by side and filter your search to fit the needs of your clients. We encourage you to create your own free Medicareful website to help you generate leads, all while staying compliant with the guidelines from the Centers for Medicare & Medicaid Services.
The last tip we have for you if you find yourself having to work from home during this time – or any time – is to stay positive. Make the most of a situation that’s maybe not ideal, but definitely has some pros. If you’re no longer driving to the office, you’re saving time, money on gas, and even helping the environment! If you find yourself with some extra time during your workday, use it to catch up on tasks that you have previously been putting off. A positive mindset will always help be more productive and successful.
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Our team at Ritter Insurance Marketing is always here for you, especially if you need help adjusting to this new way of working and interacting with your clients. Don’t be afraid to reach out for support!