Exam Info

That December Problem

If you're like me, you're already starting to notice what I call the December problem.

Folks who are busy, busy, busy with everything else, and just don't want to make an appointment with you.

Of course, if they just aren't going to do it, there's not a lot you can do. But these things might help.

1. Stress amount of time. Normally, 20-30 minutes is how long an exam takes. (If you're new to this, it might take slightly longer). But when pressed, I can easily get something done in 15 minutes. This involves a minimum of niceties, no chit-chat, and an easy blood draw. Almost anyone can take 15 minutes.

2. Consider working slightly crazier hours than you're accustomed to: maybe start earlier, work later, and expand some weekend times.

3. When you speak to agents, offer to go with them for appointments that are pretty sure things. I don't normally do much of this, just because sometimes folks aren't quite as sure as the agent thinks, and I end up not doing an exam, but this is definitely a time-saver for clients.

4. Don't drive yourself crazy. Some people just aren't going to do anything in December. Your agents will understand if you keep them informed. Just let them know what Mrs. Jones told you, and that should work.

5. Be courteous to clients. If they don't want to do something when it's good for you, they have a reason. If you don't pressure them, they will appreciate it.

6. Know that the Christmas week is pretty much shot for work. Take a few (or more) days off, and enjoy the season.

posted by Jim Huffman @ 5:49 AM