Agent productivity is a top concern for insurance agencies operating in an increasingly competitive market. Whether you’re managing captive agents, independent agents, or brokers, the challenge is clear: how to increase insurance agent productivity without overwhelming your producers or inflating operating costs.
Here are six proven strategies that leading organizations across the U.S. are using to improve agent productivity and accelerate premium growth.
6 Proven Strategies to Increase Insurance Agent Productivity
Here’s what high-performing insurance teams are doing differently today.
1. Automate Manual Tasks for Producers
Insurance producers spend a shocking amount of time on administrative tasks, which include logging activities, scheduling follow-ups, updating CRMs. That’s time they’re not selling.
Fix this by automating routine workflows, such as activity capture, lead distribution, and calendar syncs. Platforms like Vymo do this natively by capturing data without manual input and nudging agents toward the next best actions. This results in producers getting more face time with prospects and less screen time spent on spreadsheets.
2. Prioritize High-Intent Leads
Not all leads created are equal. Producers waste hours chasing cold leads, outdated referrals, or misrouted prospects. To increase agent productivity, you need intelligent lead routing and prioritization.
- Carriers, MGAs, and IMOs should use AI to score and assign leads based on producer performance, location, product expertise, and availability.
- For Captive and Independent Agents have to be equipped with lead insights and activity recommendations that reduce guesswork and drive conversion.
- Outcome: Less time chasing. More time closing.
3. Enable Mobile-First Sales Enablement
Producers, especially field agents, are always on the move. Whether it’s meeting small business clients, visiting homes, or networking at community events, they need access to tools that work anywhere. Deploying mobile-native tools that support quoting, policy servicing, activity tracking, and real-time communication can help them stay on track and not miss any critical leads. When producers can work from the field without delay or disruption, you dramatically improve agent productivity and reduce lead leakage.
4. Provide Real-Time Coaching, Not Monthly Reviews
Annual or monthly reviews are too slow. To truly increase insurance agent productivity, managers need real-time visibility into field activities.
Performance dashboards that track metrics such as meeting frequency, quote activity, and application submissions enable managers to identify top performers and pinpoint the behaviors that drive success. These insights can then be replicated across the team to elevate overall performance. With real-time visibility and automated coaching triggers based on key behaviors, managers can deliver timely interventions rather than reactive ones. This ensures producers receive immediate feedback, while sales leaders can proactively steer outcomes instead of responding after targets are missed.
5. Simplify Tech Stack for Producers
Many organizations burden producers with a patchwork of disconnected tools, with separate systems for quoting, CRM, and reporting, which creates friction and wastes valuable time. To address this, consolidating essential workflows such as lead management, activity tracking, and follow-ups into a unified platform with minimal context switching is critical. This approach is especially beneficial for captive agents and independent brokers who manage multiple carriers or lines of business. The result is enhanced focus, reduced frustration, and a significant boost in agent productivity.
6. Motivate Through Recognition and Rewards
Top-performing producers are typically competitive and driven by goals, making recognition and rewards powerful motivators. Whether through public acknowledgment or performance-based incentives, recognizing achievements helps maintain momentum. Strategies such as leaderboards by region, product line, or channel, badges for milestone activities like the first quote of the day, and contests tied to key performance indicators such as meetings booked or premium generated can be highly effective. This approach is especially valuable for carrier sales leaders, managing general agency teams, and independent marketing organization coaches. When rewards align with business objectives, producers become more engaged and significantly more productive.
Final Thoughts: How to Improve Agent Productivity Starting Today
If you’re still wondering how to increase agent productivity, start by looking at their day-to-day workflow. Are your producers bogged down with admin work? Are they spending time on the wrong leads? Do they have the tools to win or just more software to manage?
At Vymo, we help insurance organizations across North America, from national carriers to fast-growing IMOs and FMOs. Increase insurance agent productivity with intelligent automation, smart nudges, and mobile-first enablement.
Book a personalized demo to see how Vymo can help your producers perform at their peak every day.