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How to Set Insurance Goals

Posted on December 3, 2021 by Alex Arellano

View All 4 Minute Insurance Agent 2021 Videos For the Week

If you are an Insurance Agent 2021 stop and take a moment to watch these videos to help you become ridiculously amazing this year.

 

How to Set Insurance Goals: Where are You Now?

Today’s topic is something incredibly important, that many agencies often shy away from: how to set goals. And to approach that topic, it’s important to ask “where is your insurance agency now?”

Without a target, no one knows what success is.”

 

How to Set Insurance Goals: 2 Goals Reasonable and Audacious

For today’s video we’re once again joined by Heath Shearon, the newest member of the APP team and an expert on today’s topic of setting reasonable and audacious goals for your insurance agency. 

As we head into a new year we’re talking about what everybody is talking about right now, setting goals. Everybody will set New Year’s resolutions. I’ll lose 25 pounds, I want to stop smoking, I want to quit drinking. I want to go to church more. I want to be a better parent, whatever that may be. But have you set those goals as an agency owner? Have you set those goals as an insurance professional?“

 

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”

 

How to Set Insurance Goals: You Need To Deliver the Plan

All this week we’re talking about setting goals for your insurance agency, and today’s tip has to do with delivering your insurance agency’s plan to your team. What this means is that once you set a target, you actually have to deliver a roadmap. 

As a professional insurance agent, you’ve got to have that that goal mapped out for your staff, for yourself, for your agency to make sure that nobody is in the dark.”

 

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