I’ve been getting up early this week to get a jump on the backlog of quote requests that have piled up in anticipation of ACA qualified plan options in 2014 versus current 2013 plan offerings. In addition, I tackle administrative functions for my group clients as well as prepare emails to clients who are expecting quotes and employees who are awaiting their eligibility packet for benefits. I also read and respond to any emails that came in overnight or late afternoon from clients and prospects.
When the first light begins to appear, I take the time to enjoy some cardiovascular exercise. This workout starts with some light stretches, transitioning to either a 20-mile bike ride or four-mile run. The training allows me to keep my fitness and prepare for an upcoming marathon or Ironman event. I believe when promoting wellness to clients that I should be engaged as well.
Return calls to clients and initiate follow-up calls to prospects. As the communication chair for the Florida Association of Health Underwriters, I enjoy tracking the media coverage of health care reform and the exchanges around the country. I share some of the more interesting news articles for our members on our FAHU Facebook page. I also make a note about relevant stories to go in our FAHU newsletter.
During my lunch hour, when not working out, I have lunch in front my computer to catch up on more emails, news articles, stock quotes and Facebook posts on various NAHU state association pages. And on occasion, I may enjoy a lunch meeting with a colleague, client, or community leader here in Southwest Florida.
The afternoon continues with more follow-up calls and answering in-bound calls coming from clients asking for Medicare supplements, Part D plans, individual health and group health insurance. I own the domain healthinsurancemarketplace.com and sometimes receive inquiries from around the country. I try to refer these clients to NAHU members who are certified to sell coverage on the exchange in their state.
I find myself out on appointments for group health clients or Medicare clients, but I do prefer working in the office and being accessible to as many client and prospects on a daily basis as possible. And most clients are happy that I answer the phone or respond to them in the same day — electronically or by phone.
Since my wife works late Monday through Thursday, I usually work until 7:00 p.m.
Enjoy dinner with my wife and wind down from a very full business day. I gravitate back to my home office for an hour to do some light administrative functions or quote requests, where I listen to KCRW.com.
I conclude each night with my iPad, reading the latest edition of the Wall Street Journal, New York Post, Facebook, Flipboard, and check on the newest alternative rock bands.
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