Edward pritchett book

Pritchett Blog

The Perfect Moment Never Comes: 3 Proven Steps for Insurance Agents to Take Action Today

November 14, 2024

As insurance agents, it’s easy to feel stuck in analysis paralysis—endlessly planning the perfect business strategy, waiting for the “right” client call, or overthinking every marketing move. But here’s a harsh truth every successful insurance agent knows: The perfect moment never comes. Instead, consistent action is what sets high-achievers apart. We want to break down a simple 3-step approach to overcoming hesitation, avoiding the perfection trap, and making strides toward building your insurance business to new heights.

1. The 5-Second Rule: Turn Hesitation into Action

One of the biggest challenges insurance agents face is moving beyond planning and into actual execution. That’s where the 5-Second Rule, created by Mel Robbins, comes in. Here’s how it works: when you see an opportunity—whether it’s reaching out to a potential client, posting a marketing video, or making a follow-up call—count down: 5-4-3-2-1. Then, take action before your brain starts generating reasons to hold back.

Why the 5-Second Rule Works for Insurance Agents

Our minds are naturally wired to avoid risks, but in the insurance industry, waiting can mean missing critical opportunities to connect with clients or develop relationships. By counting down, you interrupt the overthinking process and take swift action, building a pattern of responsiveness that sets you apart from the competition. The 5-Second Rule is a tool insurance agents can use to overcome the initial resistance, making it easier to get in front of new clients, tackle cold calls, and drive sales.

2. Embrace the 70-20-10 Mindset: Focus on Consistency, Not Perfection

The reality is that not every marketing effort, sales pitch, or email will be perfect. And that’s okay. In fact, it’s expected. The 70-20-10 mindset encourages us to view our efforts as follows:

  • 70% will be average.
  • 20% will fall short.
  • 10% will be outstanding.


This mindset is incredibly powerful for insurance agents. Imagine sending 10
emails to prospects: seven might go unnoticed, two may not resonate, but one could lead to a life-changing client. Instead of holding back out of fear of imperfection, embrace consistency. By focusing on quantity, you improve your skills and increase the likelihood of achieving standout results.

How the 70-20-10 Mindset Boosts Success in Insurance

The truth is, waiting until you’re 100% sure of a plan or sales pitch could mean your competitor gets there first. In the insurance business, where timing and outreach are key, this 70-20-10 approach enables agents to generate greater client engagement, increase visibility, and boost sales—all without getting bogged down in the pursuit of perfection.

3. Ask Powerful Questions: Shift Your Mindset from Fear to Progress

For many insurance agents, hesitation stems from asking limiting questions:

  • “What if I fail?”
  • “What if I’m not good enough?”


Instead, reframe these questions to inspire action:

  • “What if I succeed?”
  • “Is it progress, even if it’s not perfect?”


These subtle shifts can help you overcome hesitation and make steady progress in your career. Asking more constructive questions opens your mind to possibilities rather than limitations, allowing you to take steps forward rather than getting trapped in overanalysis.

The Impact of Powerful Questions in Insurance

In a client-facing industry like insurance, showing confidence and taking intentional action can make a significant difference. When you focus on potential outcomes rather than potential obstacles, you’re more likely to build strong relationships with clients, earn their trust, and set yourself apart as a proactive and solutions-oriented agent.

Starting Today: Tips for Immediate Implementation

There’s no need to wait for a “perfect” start date. As an insurance agent, you can put these principles into action immediately:

  • Start today, regardless if it’s November, after 5 pm, or even a weekend.
  • The best time to take action is now, not allowing timing or circumstances to hold you back.
  • Commit to taking one small action every day, and watch as those steps build momentum over time.

Why Action Beats Perfection Every Time

Remember, insurance success isn’t about perfection—it’s about building consistency, learning from every client interaction, and creating a bias toward action. Whether you’re launching a new lead-generation strategy, improving client follow-ups, or building your personal brand, these steps can help you take control and move forward.

The path to success as an insurance agent is rarely perfect. But by embracing action over perfection, you open doors to opportunity, growth, and a thriving career.

Let’s get started—because there’s no better time than now.

Want to find out more about a partnership with our agency? Reach out today!

More Posts

Be the First to Receive Our Updates