How Working Remotely Can Work for Your Insurance Agency

Working From Home as an Insurance Agent

Does Your Agency Allow for Telework?

Telework or telecommute are fancy words for working from home or remotely by using the internet, email, and mobile devices.

Global Workplace Analytics states, “Though often used interchangeably, ‘telework’ is defined as the substitution of technology for travel, while telecommuting is more narrowly defined as the substitution of technology for commuter travel. Thus if someone takes work home after being at the office it is considered telework but not telecommuting, and if someone works at home instead of driving to an office they are telecommuting.” Note that these words are used less in favor of terms like “working from home” and “working remotely”.

Not surprisingly, working from home or remotely has increased by 103% since 2005, and that doesn’t even include those who are self-employed.

Insurance agents meet clients, do paperwork, and collaborate with others in the office, but they’re also known to be very mobile. Does your agency have the option to work from home or remotely all or part of the time?

Global Workplace Analytics reported that 80-90% of people would like to work from home or remotely at least part time. Further, 50% of people have a job that is compatible with working remotely due to the internet.

If you don’t yet have the option to work remotely, check out the following tactics (summarized below) from for “Creating a Successful Remote Work Program” and share with your boss or consider for your employees if you’re an agency owner.

Creating a Successful Remote Work Program

  1. Consider who on your team could work from home part or full time. Depending on their position (and their preference), they might be a good candidate for working remotely.
  2. Decide whether your agency wants to participate in part-time and/or full-time remote working. Each agency is different, and maybe only introducing part-time is best for your employees to transition to at first.
  3. Create guidelines for who on your team has enough experience and agency knowledge to be considered for a flexible working arrangement. For instance, agents just starting out will likely need to be in the office for awhile in case they have pressing questions while on a call with a prospect or client. But, an experienced agent who’s been with the agency for years might be a good candidate for flexible work.
  4. Identify any new technology you’ll need to accommodate remote work like Instant Messaging services, video calling services like Skype, and GoToMeeting for client or team meetings on the web.
  5. Create guidelines for each type of remote work option you offer. Laying out expectations from the beginning will help you communicate with the team what’s acceptable and what isn’t.
  6. Start off the transition with a “trial” group. Identify a few candidates who you think would be ideal for a flexible/remote working situation and let them try it out. Get their feedback after a few weeks and see what changes need to be made before rolling it out to the entire team.
  7. Meet with the entire team to discuss the flex-work arrangements, your guidelines, and what constitutes eligibility. If applicable, have managers of each department then speak privately with the members of their group to determine their interest level in the new arrangement.
  8. Train the staff on any new technology you implement. Doing this together increases buy-in and will help everyone get used to new ways of doing things.
  9. Evaluate the program as you go. Always be willing to make changes and communicate, communicate, communicate. If your staff hasn’t had any experience with flexible or remote work, this will be a big change—hopefully one they enjoy, but still a big change.

I’d like to add one more final thing to consider when implementing a flex/remote work policy: host a monthly, or at least quarterly, all-team meeting. Getting everyone together for lunch and to discuss successes is important to keep the team close when some staff might be working from home part-time or full-time. This provides a time for the team to get together face-to-face and discuss larger initiatives or to simply catch up with one another.

Is Your CRM/AMS Mobile-Friendly?

Another important item to consider when deciding if working remotely is possible for your staff is whether or not your CRM or agency management system (AMS) is mobile friendly. If it isn’t, that is going to become a lot more difficult for agents and staff to access information remotely.

AgencyBloc Mobile Responsive AMS

AgencyBloc Mobile Responsive AMS Menu

AgencyBloc is an AMS built for life and health insurance agencies that is mobile friendly on tablets and phones. You don’t even need to download an app; the application simply responds to screen size and adjusts accordingly.

Try AgencyBloc for Yourself

To view the mobile capabilities of AgencyBloc and see if it might be a good fit for your agency, start a free trial now.

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Kelsey Rosauer

By Kelsey Rosauer on December 15, 2016 in Productivity

Kelsey is the Marketing Brand Specialist at AgencyBloc. She plans and creates educational resources to help our customers organize, automate & grow their insurance agency. Favorite quote: "I am convinced that life is 10% what happens to me and 90% how I react to it." —Charles R. Swindoll  More articles


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