Insurance Agent Sales Goals
Every business monitors the performance of its employees and an insurance agency is no different.
Insurance agent sales goals. Management actually needs two sales goals for each producer. Figure out what tasks you must perform to keep your client relationships as smooth and effective as possible. Quantifying and evaluating every sales activity with every customer will help uncover the truth and point the way to more success in a way that simply counting the money can never do. Here s an example of a goal you might set for a downline agent.
An agent who is only out to earn a commission regardless of the needs of the client is not likely to last long in the business. Or better known as sales activities are goals that measure activities of each rep. Puts the needs of the client first. Agents and brokers who.
In 2019 you did 180 000 in medicare supplement production. A tough goal allows agents to develop more skills and reap the rewards of reaching it not to mention the sense of personal achievement involved. 32 goals for insurance advisors in 2016 by david port december 02 2015 at 10 35 am both personally and professionally your fellow advisors have some creative ideas on how to live well in the. Be prompt in sending your customers all of the paperwork they need to get or renew a policy.
Daily weekly behaviorgoals to get you there. Of new policies per agent in timeframe 3. Which is can usually accomplished through effort and focus. Goal setting is just a bunch of numbers.
Your goal for 2020 is to reach 225 000 in medicare supplement production. This metric helps you understand where you can help agents who might be struggling and where you can continue to encourage top performers. But an insurance agents yearly marketing plan is the development of an action plan showing who you will be calling what markets you will penetrate how you will approach each situation and so on. Achieving activity goals sets them on track to hit their daily weekly monthly and annual goal.
Here s how it works. Here s a new and effective approach to setting insurance sales goals and i made it easy by creating a free word template you can download. Activity goals are 100 controlled by the rep. Many times insurance agents mistake annual goal setting with an insurance agent yearly marketing plan.
Highly effective insurance agents measure everything not just the value of the closed business at the end of the month. While selling insurance is the overall goal insurance producers also need to set goals that involve organization.
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