Tasks a Part-Time Employee Can Handle in an Agent's Office

We know agents are always staying busy, so it can be hard to delegate tasks to other staff. This is especially true when you’re selecting what tasks a part-time employee can do. Below is a list of some things we recommend assigning to a part-timer!

Prior to Appointments

  • Use a Fact Finder or Client Intake Form to gather information about the client.
  • Run client quotes.
  • View drug lists on Medicare.gov.
  • Create files.
  • Make calls to confirm appointments or to reschedule appointments.
  • Order supplies or manage your current inventory.
  • Keep tabs on when licenses/E&O expire and get to FMOs/carriers.
  • Help with events or seminars.


  • Fax applications.
  • Help you find answers to odd questions.

After Appointments

  • Check on policy rates.
  • Update files.
  • Input clients into the database or CRM.
  • Check commissions.
  • Track applications to ensure nothing is pending on carrier portals.
  • Call carriers if the application is pending to determine why.

Client Retention

  • Send thank you’s or birthday cards to clients.
  • Check for rate increases.
  • Send bi-yearly letters to current clients.
  • Send cross-selling letters.
  • Book follow-up appointments.

Want more ideas? Call us today at (800) 689-2800!

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