Are there Insurance Agents using GTD or other simailar sales professions?

[Eutychus]

Thinking outloud here,
Each line of biz is like an umbrella project with each client being its own project. Reviewing the lines of biz for the time blocks set aside for that I can pick among the active clients too choose NA's for the day or week. Same goes for other porjects like marketing etc.

That way the bulk of NA's are in Projects and only the reasonably achieveable stuff goes into the GTD notebook w/ NA's, agendas, etc. But if all the NA's are already in the Lnie of Biz project book and I workout of those in time blocks why pull the NA's out and put them in the GTD book?

The line of business categories or files are extensions of GTD and therefore already in the GTD system. As long as there are single actionable next steps written where you can easily review them you are in the system. There is no need to list them twice. (Also, the fact that on completing one action you go on to three others is not a problem.)

Sounds like you are doing mostly commercial, where the underwriting (and quoting) from line to line can be dramatically different even with the same client. I can see a good advantage here to setting up blocks of time for each line as you are doing.

My current book is primarily personal lines. I treat each client as a project and tend to underwrite as a package. I categorize actions as: actions, calls, delegate, wait, etc. and operate from there. All this and expiration dates (trigering new sales activity or renewal processing) are handled via a single contact manager.

GTD is the first sytem I have seen that gives me hope of integrating the whole.

Best wishes,