The 10 commandments of time management for insurance pros

By Bryce Sanders | December 14, 2018 at 12:00 AM
Insurance agents and advisors are often terrible at time management. I speak from personal experience — I'm easily distracted. Time is money, yet have you ever met an advisor who hasn't complained about not having enough time or sales support? We need a "10 commandments of time management" to keep us focused. The tips in the photo gallery above, are the strategies that work best for me. Related: 8 ways to stop procrastinating and get more done
Bryce Sanders ([email protected]) is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, "Captivating the Wealthy Investor" can be found on Amazon.

Want to continue reading?
Become a Free PropertyCasualty360 Digital Reader

Your access to unlimited PropertyCasualty360 content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Breaking insurance news and analysis, on-site and via our newsletters and custom alerts
  • Weekly Insurance Speak podcast featuring exclusive interviews with industry leaders
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the employee benefits and financial advisory markets on our other ALM sites, BenefitsPRO and ThinkAdvisor
NOT FOR REPRINT

© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Bryce Sanders

Bryce Sanders, president of Perceptive Business Solutions Inc., has provided training for the financial services industry on high-net-worth client acquisition since 2001. He trains financial professionals on how to identify prospects within the wealthiest 2%-5% of their market, where to meet and socialize with them, how to talk with wealthy people and develop personal relationships, and how to transform wealthy friends into clients. Bryce spent 14 years with a major financial services firm as a successful financial advisor, two years as a district sales manager and four years as a home office manager. He developed personal relationships within the HNW community through his past involvement as a Trustee of the James A. Michener Art Museum, Board of Associates for the Bucks County Chapter of the Fox Chase Cancer Center, Board of Trustees for Stevens Institute of Technology and as a church lector. Bryce has been published in American City Business Journals, Barrons, InsuranceNewsNet, BenefitsPro, The Register, MDRT Round the Table, MDRT Blog, accountingweb.com, Advisorpedia and Horsesmouth.com. In Canada, his articles have appeared in Wealth Professional. He is the author of the book “Captivating the Wealthy Investor.”

By Robin L. Spaulding | February 20, 2025

Part 1: Your competitors are embracing modern systems and gaining a competitive advantage.

You’ve written $1 billion in net written premium, what’s next?

By Kimberly George and Mark Walls | February 19, 2025

Today's demanding insurance business landscape demands quick, nuanced decision-making.

'Out Front Ideas': Insurance issue to watch in 2025 (Part 2)

By Joe Toppe | February 19, 2025

Copycat crimes have already happened.

Are insurance executives safe after the murder of UnitedHealthcare CEO?
How Digital Automation Operates in Today's Property Claims Lifecycles link

Guide

Sponsored by CoreLogic

Discover how digital automation is helping property insurance carriers simplify and expedite the claims process and overcome challenges posed by a growing number of claims in recent years.

Revolutionizing Claims Processing: How a Leading Insurer Transformed Water Mitigation Reviews link

Case Study

Sponsored by CoreLogic

Discover how one insurer drastically improved the efficiency of their water mitigation claim reviews, reducing costs and time while enhancing decision-making. Learn how this approach can transform your claims process, making it faster, more accurate, and less resource-intensive.

Filling the Middle-Market Life Insurance Gap in America link

Article

Sponsored by TruStage

The mid-market life insurance segment holds tremendous potential, with 39% of consumers planning to buy life insurance in the next year (1). This white paper explores the unique opportunities for you to scale your mid-market segment and drive sustainable growth.