Insurance Producer Goal Setting

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And for insurance agents specifically you d be hard pressed to not find an article touting the importance of setting goals as a key aspect for success.

Insurance producer goal setting. It s a good idea to look at your company s goals if you work with one before setting your own. Producer goal setting tool start with a new premium goal for a producer. The first step in setting goals as an insurance producer is to identify them. The hype around goal setting is nothing new just do a quick search for the term goal setting and you ll get about 958 000 000 results in half a second.

And i did it for you. Most people want to do the right work and do it well. Thought you might like 2. I put together a word document with a sampling of daily or weekly behavior goals that are relevant to an insurance salesperson.

Setting producer goals producers should be involved in the goal setting process. Add in commission rate average account size and some other factors. Negotiated targets and numbers tend to generate better results. The work you do setting the goals is an investment in saving you time making your daily life easier and actually achieving your goals in the future.

This spreadsheet will show you how many new accounts need to be written the number of quotes generated and the number of calls a producer must make to achieve the new premium goal. You need look no further than the olympics for proof that having a stated goal gives you a target to beat. It s time to get serious about insurance agency goal setting where you want your agency to go in 2016. Desirable producer actions are seldom decided by executive fiat.

Each year every producer including seasoned producers should be given a new production requirement for example. No matter if you are an agency owner producer account manager or csr everyone can set personal and professional development goals. Goal setting and tracking is simultaneously a science and an art. If your aim is to sell a specific type of insurance determine the methods you might use in accomplishing that.

Setting direction and expectations. As an example if your goal is 100 000 and the average revenue of your current accounts is 5 000 it is safe to assume you are going to have to write 20 new accounts to hit your goal. If you don t have a plan then you need to shake down the person who does. This traditional producer sales goal setting is a joke and results in very little confidence for the producer or the leadership that it will actually happen.

Your goals don t have to be all about closed sales. For example if your fmo wants to sell 300 products in a month you should think about how many you can sell to help them reach that company goal then make that number your personal goal.

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