People think surplus funds recovery is all about hustle.

The #1 Trait Every Successful Surplus Funds Agent Has

November 24, 20251 min read

The #1 Trait Every Successful Surplus Funds Agent Has (And It’s Not Hustle)

People think surplus funds recovery is all about hustle.

Nope.

The agents who rise fastest in this industry have one trait:

Follow-through.

Follow-through beats hustle.
Follow-through beats talent.
Follow-through beats “motivation.”

This industry rewards the people who do the simple, boring things consistently.


Follow-Through With Claimants

Most claimants don’t answer the phone.
So what do beginners do?

They give up.
They ghost the lead.
They assume “they’re not interested.”

Pros follow up 8–15 times.
Always respectfully.
Always professionally.


Follow-Through With Documentation

Beginners let documents sit for weeks.
Pros get documents back FAST because they track:

  • when they were sent

  • when they were returned

  • who needs to sign

  • what’s incomplete

This is why checklists matter.
They remove the guesswork so you stay consistent.

For that, grab the Ultimate Surplus Recovery CRM Checklist — it forces follow-through into your workflow.
👉
https://surplussystems.io/ultimate-surplus-recovery-checklist


Follow-Through With Attorneys

Pros:

  • check in

  • provide updates

  • send missing documents

  • anticipate attorney needs

Attorneys LOVE high-follow-through agents.


Follow-Through With Counties

Tracking:

  • hearings

  • responses

  • objections

  • approval timeline

  • payout processing

…is how pros stay ahead.

And this is why Surplus Systems exists — to help you follow through on EVERYTHING without relying on memory.

👉 https://surplussystems.io



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