Setting Sales Goals and Boundaries can be overwhelming.
Many agencies aren’t sure where to start. You don’t want to set a low goal and be unprofitable or set a lower-than-ideal expectation for producers.
On the flip side, you don’t want to put the insurance producer sales goal too high and make it too hard to attain.
There’s also another consideration when setting sales goals. Producers will likely have different roles and responsibilities. Some may service and sell, some only sell, and some producers only target opportunities over a certain threshold.
In this blog, we want to review how every agency can set insurance producer sales goals by having a clear roadmap that works for you.
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