How to Achieve Work-Life Balance as an Insurance Agent

As an insurance agent, you chose a demanding career that at times may feel like it requires a never ending to-do list to reach your goals. While staying ahead is great, it’s just as necessary to establish a healthy work-life balance. After all, your career as an agent is just as rewarding as it is busy and we want you to recognize that. Let’s explore practical tips to help you find balance between your personal and professional life.

Conduct a Personal Self Check-In

Am I overworking myself? What are the signs of burnout? Do I set aside time for myself and activities I enjoy? When is the last time I truly rested?

These are all valid questions to ask yourself when you’re evaluating your work-life balance. It’s really easy to overwork yourself without even realizing you need a bit of a break. While those extra hours may help achieve more goals in the moment, over time, our bodies start to get tired which can negatively effect long term results.

Signs that you need a break:

• Trouble focusing
• Decreased productivity
• Poor sleep
• Lack of energy
• Higher stress
• Mood swings

If you’ve experienced any of these, it’s time to take that break! In fact, research shows rest improves focus and productivity. Rest can help prevent burnout from overworking, boost your energy levels, and help you refocus for the good days ahead.

How to Find Work-Life Balance

At work, you’re helping clients, submitting applications, and so much more. Sometimes, you need to accept that it’s okay for you to rest and take a break. Here’s three key tips to establish a healthy work-life balance:

At work, you’re helping clients, submitting applications, and so much more. Sometimes, you need to accept that it’s okay for you to rest and take a break. Here’s three key tips to establish a healthy work-life balance:

1. Self-Care

Self-Care is essential for long term productivity. Schedule time for exercise, relaxation, hobbies, and quiet time with yourself: go on a walk, read a book, take yourself out for coffee.

2. Setting Boundaries 

Agents can feel like they’re on call all the time…so setting clear boundaries is crucial for balance: establish specific hours you will work and communicate with clients and others for family and yourself .

3. Prioritize Tasks and Utilize Technology 

Being a successful agent doesn’t just mean working more hours and finding new leads. Focus on tasks that bring you the most value like prospecting and following up with clients. Utilizing technology like MedicareCENTER, LeadCENTER, and other TMG Agent Resources can simplify your workflow, help you stay on top of your priorities, and give you more free time to rest and recharge.

Balance is Possible

Especially as a Tidewater Partner

Achieving work-life balance as an insurance agent will pay off both professionally and personally. By putting aside time for self-care, setting boundaries, prioritizing tasks, and utilizing technology, you can establish an insurance career that both successful and enjoyable! 

Tidewater understands the value of your work as an agent, and we want to make sure you’re giving yourself that same value! Our goal is to help you be successful as an agent so you have more time to take care of yourself. We have many tools and resources that can help you establish a great work-life balance…You can access these by partnering with us today!