How to Manage Microsoft Outlook’s AutoComplete List

Microsoft continues to improve the Outlook email client. There seems to be an increasing number of productivity tools built into the Outlook platform many people are not aware exist, nor do they know how to use them.

One of those tools is called the AutoComplete list.

The AutoComplete list, automatically maintained by Outlook, is used by both the automatic name-checking feature and the automatic completion feature. This list is also known as the nickname cache and is generated automatically when you send email messages from Outlook. The list contains SMTP addresses, LegacyExchangeDN entries, and display names for people to whom you have sent email previously.

The AutoComplete list for Outlook is specific to Outlook and does not share information with the Outlook Web app (OWA).

How to Use LinkedIn Mobile Find Nearby

LinkedIn is a great platform to connect with others in the industry, your clients, and to find and research prospects. LinkedIn is continuing to update and improve its platform. In today’s issue, I want to share with you a cool tool in the LinkedIn mobile app called Find Nearby.

LinkedIn Find Nearby

Find Nearby gives you the ability to find other LinkedIn members who are nearby, using your mobile device.

This feature will provide you with opportunities to network with other LinkedIn members by quickly finding and connecting with people around you at conferences, events and more that are close to you.

“Account Manager Burnout: Is Your Insurance Agency Afflicted, and What to Do About It – Episode 53”
by Steve Anderson and Ryan Deeds

Sorry, listening to the audio on this website requires Flash support in your browser. You can try playing the MP3 file directly by clicking here.

Summary:

In this episode of The Digital Broker, Ryan Deeds and Melissa Wilder confront the day-to-day challenges affecting so many account managers, how they often lead to burnout, and what to do about it. By listening to this episode, you will learn:

  • Why the account manager’s job has become more challenging in recent decades, even as technology has made everybody else’s job easier
  • Why account managers tend to inherit everybody else’s tasks and mistakes, and how to correct this injustice
  • How to separate account manager responsibilities from everyone else’s at the agency by applying the principles of operational excellence, relieving account manager burnout and restoring passion and purpose to the job

The Digital Broker podcast is brought to you buy Indio Technologies. Indio turns the application and renewal process into an online TurboTax like experience for your clients. As a result, the 1,000+ agents using Indio provide their clients with a top-rated customer experience, reduce their E&O exposure, and outgrow their competition. To learn more about Indio, click here!


Recap:

This is going to come as a shock to a lot of people, but being an account manager used to be fun. You were on the road more, playing a bigger part in the negotiation process: meeting with clients and carriers, getting to know the insured, honing and using finesse and other stimulating skills.

What a far cry from the account manager lifestyle today. From the moment they enter their office, which they’ll never leave before the day is up, account managers are inundated by a stream of tedious, disparate tasks and overwhelmed by the pressure to get them all done today.

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Free to Focus: How to Achieve More by Doing Less

I’m a bit of a productivity geek.

Free to Focus Book

If you’ve been a subscriber to this newsletter for a while, you know that many of my tips are about tools, platforms, programs, and websites that in some way help increase your productivity.

My friend Michael Hyatt is also a productivity geek and his new book Free to Focus: A Total Productivity System to Achieve More By Doing Less will be available next Tuesday, April 9, wherever books are sold.

I highly recommend you get a copy.

“Compensation Structures: How To Pay Insurance Agency Staff Fairly – Episode 52”
by Steve Anderson and Ryan Deeds

Sorry, listening to the audio on this website requires Flash support in your browser. You can try playing the MP3 file directly by clicking here.

Summary:

In this episode of The Digital Broker, Steve and Ryan examine compensation structures and the impact they have on insurance agency operations. By listening to this episode, you will learn:

  • How the compensation structure makes or breaks an agency
  • What a typical compensation structure looks like inside an agency
  • How increasing or decreasing different commission points incentivizes different behaviors
  • How to design a compensation structure that scales, maximizes potential and pays everyone fairly

The Digital Broker podcast is brought to you buy Indio Technologies. Indio turns the application and renewal process into an online TurboTax like experience for your clients. As a result, the 1,000+ agents using Indio provide their clients with a top-rated customer experience, reduce their E&O exposure, and outgrow their competition. To learn more about Indio, click here!


Recap:

Ask 10 principals to name the challenges facing insurance agencies today, and about 9 of them will say something about motivating producers to get out there and produce. After all, that’s what feeds agency revenue: new business and renewals. In an effort to drum up both of those, principals will sometimes apply compensation structures that are all over the place. This is especially the case at smaller agencies, where business is done more informally, with agents and brokers cutting each other in on improvised, handshake deals.

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