Wake up. Respond to email before my daughters, Ellie (3) and Evelyn (18 months) wake up. Update social media for clients and friends with interesting and relevant insurance industry information.
Fix and feed girls breakfast, pack lunches, backpacks, diaper bags, etc. for the day. Take Ellie to preschool and Evelyn to Grandma's.
Back to home office to work on quotes, make calls to clients or log on to carriers' websites to follow up on applications submitted. Pulling double duty of housework while on hold with insurance companies.
Indy Women's Professional Development Community lunch meeting. I co-founded this group in early 2012. We wanted to meet regularly with other women who were in similar growth phases of their businesses. We invite speakers to present on various topics such as social media, marketing and intentional business practices. We also have productive roundtable discussions where we help one another solve challenges in our businesses.
Meet with a small group client to discuss what their options are for the upcoming plan year and renewal. This client is having some participation issues due to high rates, so we are evaluating individual plans as an option. We will also discuss their current dental plan, as well as any other issues/needs they have. I will also schedule the client education meeting. Although they are small, it is still important for them to value the role of their broker.
Head to home office to respond to emails, prepare for Medicare client meeting this evening by double-checking quotes, printing and packing my bag with the appropriate brochures, directories and applications.
Stop by grocery store and run errands before picking up kids.
Head to Grandma's house to pick up the girls. Check voicemail from cell phone and return calls.
Spend quality time with my kids and husband. We play outside in the good weather. Ordering in pizza tonight sounds great.
Drive to Medicare client's home to present options. Client is just turning 65, so unfamiliar with Medicare. Conduct my "Medicare 101" class, then assess the needs of the client and help with the decision on which Medicare and drug plan will be best for them. Ready to move forward with a specific plan, I help the client fill out the application.
Head home and back into my office one last time to respond to emails, prepare for the next day, complete and submit Medicare application to appropriate carrier.
Shower and hit the sack. I usually like to read some of a fiction novel (preferably including vampires) on my iPhone Kindle app before falling asleep.
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