Wie können Führungskräfte in der Versicherungsbranche ihre Zeit effektiv einteilen?

I coach insurtech startups around their approach to large insurance companies. I explain that it is totally normal in insurance (especially commercial and speciality insurance) that there is a distracting crisis going on. Not a problem specific to one company (that should certainly *not* be happening all the time) but within the world they insure - if there's not a hurricane there will be a new war, or a major fire, or a large transport disaster. That's the nature of insurance. It means that potential clients will constantly need to postpone meetings they want to have AND it gives them a fake excuse for cancelling meetings they don't want. You must accept that your (potential) clients will rarely fit nicely with your plan for the week.

Identify and prioritize tasks based on their importance and urgency. Focus on activities that align with strategic goals and deliver the greatest value to the organization.

Führungskräfte in der Versicherungsbranche sollten Aufgaben priorisieren, dringende von wichtigen trennen und sich auf Ziele mit hohem Einfluss konzentrieren. Effektives Zeitmanagement und Delegation sind essentiell. Technologie kann Routineaufgaben automatisieren und die Kommunikation verbessern. Wichtig ist auch, Pausen einzuplanen, um das Wohlbefinden zu fördern und die Produktivität zu steigern. So gelingt eine effektive Zeitnutzung, die beruflichen und persönlichen Erfolg unterstützt.

Identify urgent matters like client claims and policy renewals - focus on these first. If possible, delegate routine tasks to capable team members. Regularly review and adjust priorities to ensure productivity and success.

Prioritization and delegation plans play an important role in any industry. 20% of the tasks lead to 80% of the day's productivity. Identify those, own them, and delegate the rest of the tasks wisely to the team - In this way, leaders can continue to contribute, and the team can continue to learn and grow.

Insurance business can be quite stressful at times. The schedule should be planned based on the most riskiest items first - for example a large claims currently under review. With changing reporting standards like IFRS17, it is also good to set aside some time to understand the new standard and how it affects your business.

Indeed...however there are many issues with the way we conduct insurance business that inhibits proper maturity! We need to have enforcement capabilities with our regulators to catalise the process.

Leaders in the insurance industry can more effectively manage their time by automating client management processes. Below are a few examples: - Welcome emails and texts to new policyholders - Internal new client check-in call reminders (about 30 days after selling a policy) - Policy renewal reminder emails and texts 90, 60, and 30 days prior to renewal dates Automate these actions and watch your client retention skyrocket - with more free time to go make more sales.

Frankly there is little to state specific to insurance here. Pretty much all of us need to balance our time better, but to state a truism that too many people forget: it is rarely possible for a successful professional to gain work/life balance if you look at a day, a week, or even a month. You need to see the balance across months and across years. Strive for it (and measure it) through that time frame and it is achievable. Try to regularly get 28 hours of work and life into 24 simply ends up with too little sleep and all the negative challenges that brings.

Learn to say no to requests, meetings, or projects that do not align with your priorities or strategic objectives. Prioritize your time and energy on activities that contribute to the organization's success.

Plan your day, week effectively and try to achieve at least 80% of the plan. 20% of the time need to be reserved for emergency activity. Efficiency of execution of the above will ensure achievement of Goal