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Delegation Task Ideas (List)
Here's a list of tasks to consider delegating to your team:
Checking voice mail
Checking staff email
Loading up new emails into automated email campaigns (new business or new claims)
Sending out binders as needed
Following up on office texts
Assisting clients with filing claims
Calling service centers to find out information for you
Canceling policies from other agencies and confirming receipt of cancellation
Quoting business for you to sell
Documenting all conversations inside your customer management system
Offering reviews to all clients who call in and scheduling for you
Assisting you with any cross-sell marketing campaigns you are running. Example- sending out email (or mail) in regards to umbrella or life policies.