Microsoft OneNote has become my favorite, go-to program for staying organized. It's free and it works across all of your devices, so you can use it almost anywhere.
I don't know how I - or my company - stayed organized before we used OneNote. You and can run a better insurance agency, or business of any kind, with this tool.
In this article, I'll show you the basics of how it works and give you a few tips that my team and I use every day.
I'm not sure where I heard about the book Five Dysfunctions of a Team, by Patrick Lencioni. (He also wrote Death by Meeting, which we reviewed here.) But I'm so glad I found it! I've read it twice. Then I bought the audio book, so I could listen to it while exercising at the YMCA or while driving. Each time I've gone through it, I've learned more.
Applying its principles has changed the way we approach teamwork at IHT.
Why does Teamwork matter? I think the author explains it best in this short video:
Last Thanksgiving I drove down to Hilton Head and back. I brought a few audio books to pass the time. One of them was Death by Meeting, which sounds like the title of an Agatha Christie mystery. (In fact, I brought one of her stories to listen to, as well.) But this book by Patrick Lencioni is about how to solve the mystery of boring, unproductive meetings.
Whether your insurance office is big or small, you participate in a variety of meetings. Some probably go better than others. Hopefully yours aren't boring, but they can probably be improved.
When I got home from my trip, I was excited to apply the things that I learned in this book - and they instantly changed our meetings for the better! And I'd like to share what we learned, with you.
IHT is a multi-state insurance agency with dozens of branches across the eastern and central United States.