Organized agents are successful agents. Be sure to do your spring cleaning!

It’s Time for Spring Cleaning

Agents,

It’s time for some Spring Cleaning. It’s a great time to clear out your outdated marketing materials, rate sheets, applications, and update your software.

STEPS TO TAKE:

1. Make a list of your carriers and note any subordinate materials that old information might be on, such as email templates, brochures, rate sheets, banners, etc.
2. Take it one carrier at a time, go to their agent portal and gather updated materials.
3. Place all new information in a folder with the carrier name.
4. Delete old materials
5. Browse your website and marketing to look for anything you missed.

That’s it!

It may take you a little time, but it’s worth it to have updated information.