Client Portfolio Prioritization Template

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In the competitive insurance industry, giving high-value clients the attention they deserve is crucial. This template uses the Quadrants method to help you prioritize your client portfolios effectively. By focusing on immediate and scheduled tasks for high-value clients and delegating or eliminating less important tasks, you can improve client satisfaction and retention.

This step-by-step guide enables you to streamline your client management process, ensuring that your most valuable clients receive the attention they need while optimizing your workload.

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Client Portfolio Prioritization for Priority Matrix

Client Portfolio Prioritization in Priority Matrix

Prioritize client portfolios to focus on high-value clients and delegate or eliminate less important tasks.

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Proposed Tasks

High Value, Immediate Action

  • Review client portfolio 1 due in 1 day
    ☐ Identify value of client ☐ Identify immediate tasks ☐ Assign priority
  • Review client portfolio 5 due in 5 days
    ☐ Identify value of client ☐ Identify immediate tasks ☐ Assign priority
  • Review client portfolio 9 due in 1 week and 2 days
    ☐ Identify value of client ☐ Identify immediate tasks ☐ Assign priority
  • Review client portfolio 13 due in 1 week and 6 days
    ☐ Identify value of client ☐ Identify immediate tasks ☐ Assign priority
  • Review client portfolio 17 due in 2 weeks and 3 days
    ☐ Identify value of client ☐ Identify immediate tasks ☐ Assign priority

High Value, Scheduled

  • Review client portfolio 2 due in 2 days
    ☐ Identify value of client ☐ Identify scheduled tasks ☐ Assign priority
  • Review client portfolio 6 due in 6 days
    ☐ Identify value of client ☐ Identify scheduled tasks ☐ Assign priority
  • Review client portfolio 10 due in 1 week and 3 days
    ☐ Identify value of client ☐ Identify scheduled tasks ☐ Assign priority
  • Review client portfolio 14 due in 2 weeks
    ☐ Identify value of client ☐ Identify scheduled tasks ☐ Assign priority
  • Review client portfolio 18 due in 2 weeks and 4 days
    ☐ Identify value of client ☐ Identify scheduled tasks ☐ Assign priority

Low Value, Delegate

  • Delegate tasks related to client portfolio 3 due in 3 days
    ☐ Identify value of client ☐ Identify delegable tasks ☐ Assign tasks to juniors
  • Delegate tasks related to client portfolio 7 due in 1 week
    ☐ Identify value of client ☐ Identify delegable tasks ☐ Assign tasks to juniors
  • Delegate tasks related to client portfolio 11 due in 1 week and 4 days
    ☐ Identify value of client ☐ Identify delegable tasks ☐ Assign tasks to juniors
  • Delegate tasks related to client portfolio 15 due in 2 weeks and 1 day
    ☐ Identify value of client ☐ Identify delegable tasks ☐ Assign tasks to juniors
  • Delegate tasks related to client portfolio 19 due in 2 weeks and 5 days
    ☐ Identify value of client ☐ Identify delegable tasks ☐ Assign tasks to juniors

Low Value, Eliminate

  • Eliminate unnecessary tasks related to client portfolio 4 due in 4 days
    ☐ Identify value of client ☐ Identify eliminable tasks ☐ Remove tasks from schedule
  • Eliminate unnecessary tasks related to client portfolio 8 due in 1 week and 1 day
    ☐ Identify value of client ☐ Identify eliminable tasks ☐ Remove tasks from schedule
  • Eliminate unnecessary tasks related to client portfolio 12 due in 1 week and 5 days
    ☐ Identify value of client ☐ Identify eliminable tasks ☐ Remove tasks from schedule
  • Eliminate unnecessary tasks related to client portfolio 16 due in 2 weeks and 2 days
    ☐ Identify value of client ☐ Identify eliminable tasks ☐ Remove tasks from schedule
  • Eliminate unnecessary tasks related to client portfolio 20 due in 2 weeks and 6 days
    ☐ Identify value of client ☐ Identify eliminable tasks ☐ Remove tasks from schedule