As we move into November, many agents start to slow down — but the best in this business know that now is the real time to push forward. The last two months of the year can determine how strong you start the next one. With a little focus and consistency, you can close 2025 with momentum that rolls right into 2026.
1. Turn Gratitude into Growth
November is all about appreciation — so use it. Reach out to your clients to thank them for their trust and loyalty. A short voice message, personalized email, or handwritten note goes a long way. Not only does it show sincerity, but it also keeps you top-of-mind when clients think about referrals or policy upgrades.
2. Re-Engage Your Warm Market
People are reflective this time of year. They’re thinking about family, finances, and the future — which makes November a perfect month for meaningful conversations. Use your CRM to reconnect with anyone who showed interest earlier this year but didn’t finalize coverage. A simple check-in can turn into a closed deal before the holidays.
3. Offer Year-End Incentives or Financial Reviews
Many clients like to reassess their budgets before the new year. Offer a free “Year-End Protection Review” to help them identify gaps or savings opportunities. It’s not a sales pitch — it’s service-based marketing that builds trust and opens doors naturally.
4. Plan Ahead While Others Are Winding Down
Use slower weeks to build your pipeline, schedule January appointments, and map out your 2026 goals. Review your numbers from this year and pinpoint what worked. By staying disciplined now, you’ll be miles ahead of agents who wait until January to “start fresh.”
5. Keep Your Energy High
The year’s end can feel draining, but your mindset determines your income. Focus on gratitude for the opportunities you’ve had, and let that fuel your outreach. People are drawn to genuine enthusiasm — especially when everyone else seems burned out.
Conclusion:
November isn’t the time to slow down — it’s the time to stand out. Gratitude, follow-ups, and consistency are your secret weapons. Close the year with energy, and you’ll step into 2026 already in motion, not trying to catch up. Remember, success favors the agents who finish strong.
