Agency Performance Partners


How to Set Insurance Goals: Goals Have To Be Reportable

Posted on December 1, 2021 by Alex Arellano

How to Set Insurance Goals: Goals Have To Be Reportable

As we’re getting to the end of the year, we’re diving into everything you need to know about setting goals. Our next tip for setting goals is that your insurance agency goals have to be reportable.

“When you’re picking your goals, make sure it’s something you can measure easily, simply and you trust the data”

While insurance reporting can be difficult and cumbersome overall, that’s not an excuse to not set goals and not report them. We have to step into that challenge, and pick insurance goals that we can measure quickly.

Not only do insurance agency goals have to be reportable, everybody should also have access to them. If they don’t, then you as the leader need to send out communication every Friday, to keep everyone in the loop with what’s going on. 

It might take your team a little while to get used to this, and you should give them about 90 days to understand the metric and how it gets there. But at the end of the day, don’t pick things that you can’t easily report on. For example, if you can’t easily report on the number of increases in coverage, then you shouldn’t pick it. 

By picking a goal that is measurable and trusted, you’ll be able to track your progress, and really determine if you’re hitting or missing your goals. 


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