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Managing Your Business Over the Holidays

Ornaments resting in snow.

The holiday season is a time for joy, family and relaxation, but it can also present unique challenges for managing your business while trying to enjoy the festive season. Here are some strategies for life insurance agents and independent contractors to keep business afloat and maintain revenue streams without compromising some well-deserved free time.

Plan Ahead for the Holiday Season

  • Set realistic goals: Determine what you need to achieve to keep your business steady over the next four to six weeks. This might include a certain number of new policies or maintaining service levels for existing clients. Note which clients need follow ups and renewals and which might run into pipeline issues.

  • Create a holiday schedule: Plan your work hours around key holiday dates. Stick to this schedule to ensure you have time for both work and leisure.

Leverage Technology and Automation

  • Automate communications: Take advantage of email automation tools to send out holiday greetings or policy reminders. This keeps you in touch with clients without requiring constant attention.

  • Utilize the FFS Edge app: FFS Edge can help you keep track of client interactions and policy renewals, making it easier to manage tasks efficiently. With the ability to set reminders and track correspondence, this can be crucial during the busy holiday season when time is of the essence.

Determine what you need to achieve to keep your business steady over the next four to six weeks.

Focus on High-Impact Activities

  • Prioritize tasks that bring the most value: Identify the tasks that generate the most revenue or are critical for client satisfaction and focus on them.

  • Delegate when possible: If you have support staff, delegate administrative tasks to them. If you’re a solo practitioner, consider temporary virtual assistance for routine tasks.

Embrace the Festivities with Client Interaction

  • Try seasonal marketing campaigns: Tailor your marketing messages for the holiday season. This could include special offers or highlighting the importance of life insurance in the spirit of family and protection.

  • Provide a personal touch: Reach out to top clients with personalized messages or small tokens of appreciation. This strengthens relationships and keeps you top of mind.

Maintain a Healthy Work-Life Balance

  • Set boundaries: Clearly define your working hours and communicate them to your clients. It is important to be available but also to set expectations for your availability.

  • Take time to unwind: Ensure you set aside time for yourself and your family. The holidays are a time to recharge, which is essential for maintaining long-term productivity and enthusiasm for your business.

Clearly communicate your working hours to set expectations for your availability.

Plan for the New Year

  • Set goals for the coming year: Use the quieter holiday period to reflect on your business strategy and set goals for the new year.

  • Prepare for early January: The start of a new year can be a busy time, so prepare in advance to hit the ground running.

Managing Your Business Over the Holidays

The holiday season doesn't have to be a choice between business success and personal time. By planning ahead, using automation, focusing on high-impact tasks and preparing for the new year, you can enjoy the festive season while keeping your business thriving. Remember, a well-managed holiday season can set a positive tone for the entire year ahead.


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