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Insurance Business BabesAuthor: Kathe Kline
Joanna Wyckoff and Kathe Kline each work in the Medicare space, but they run their businesses very differently. Tune in each week to find out what they are talking about and how they can help your Medicare and ACA business grow. Do you want us to talk about something on the show? Send us an audio message (you are giving us permission to use it on the show) at https://s.bcast.fm/insurance-business-babes. Language: en-us Genres: Business, Entrepreneurship Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Rewind: Avoiding Burnout and Building Success: Professional Tips for Insurance Entrepreneurs
Episode 104
Monday, 22 December, 2025
Avoiding Burnout and Building SuccessRunning an insurance agency isn’t just about writing policies—it’s about building a real, sustainable business. In this special “rewind” episode of Insurance Business Babes, hosts Kathe Kline and Joanna Wyckoff revisit one of their most fundamental topics: how to treat your business like a business. Here’s a breakdown of the most important takeaways.Mindset Shift: From Employee to EntrepreneurToo many new agents fall into the trap of acting like employees instead of business owners. As Kathe points out, running your own agency means you’re responsible for everything—from generating leads to maintaining client relationships. This mindset shift is crucial: block your calendar, structure your working hours, and hold yourself accountable for your business growth.Systems, Automation, and DelegationSuccessful insurance agents invest in basic systems that free up their time and improve client communication. Both Kathe and Joanna stress the importance of tools like calendar apps and VoIP phone systems, which can cost as little as $20-$25 a month and can be a game-changer for customer scheduling and responsive service—even when you don’t yet have an assistant. These tools also help you maintain professionalism by avoiding the pitfalls of voicemail and missed leads.Professionalism Matters: Details CountLittle touches make a huge impact. Simple enhancements like a professional business email (avoid Hotmail or AOL!), an up-to-date, realistic headshot, and a clear, visible name badge are all inexpensive ways to signal credibility and build trust.Boundaries and Time BlockingBurnout is real. Both Joanna and Kathe share how vital it is to set boundaries around your time, take regular breaks, and schedule downtime to recharge. This doesn’t just preserve your health—it actually makes you more productive and protects your reputation with clients.Plan, Track, and OutsourceWhether it’s having E&O insurance to protect your business or maintaining a written expense budget, the key is to anticipate what your business needs as you grow. Both hosts recommend treating tasks with the gravity they deserve and not being afraid to outsource or automate where possible.Adopting a business-owner mindset, setting up simple systems, and protecting your time and brand—these are the pillars of long-term success, as Kathe and Joanna remind us. Treat your insurance business like a business, and watch it thrive!This episode is sponsored by CertifiedMedicareAgents.com. Use the coupon code BABES2024 for a free lifetime BRONZE membership.
