Organizing Your Business for Insurance Agents


When you’re a new insurance agent, there are many things to learn and think about. But you might not think about how organizing yourself, and your business can lead you to success. Linda Isbell, Licensed Insurance Agent and UIG Broker Sales Specialist, will walk you through the organization process, from utilizing your calendar, tracking your expenses, and even organizing your marketing efforts. Learning how to stay organized will help you prioritize, set goals and even reduce the stress from running your own business.

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