Insurance agents - what are the biggest day-to-day challenges you deal with?

Agent Question

Hey all!
Curious to hear from the agents/IFAs here (current or former).

There’s always a lot of discussion about customer frustrations with insurance… but not as much about the challenges agents face behind the scenes.

Would love to understand:

• What parts of the job feel the most frustrating or damn sian to deal with?
• What tools or systems do you rely on daily (e.g. insurer portals, WhatsApp, spreadsheets…)?
• Do those tools help, or do they just create more admin and chasing?
• If you could fix one thing about how your work is done today, what would it be?

Not here to debate the agent model...more interested in the real, practical issues that make the job harder than it needs to be.

Open to all honest stories and perspectives!
Thanks in advance for sharing 🙏

Posted Dec 4, 2025, 2:35 AM UTC

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