[Free PDF] 17 Realistic Goals to Set for Your Insurance Agency in 2023

Set achievable goals for your insurance agency in 2023 with these 17 business, client success and retention, lead management and sales, and marketing goals!

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Those with goals are 10X more successful

Along with a new year comes new goals for your insurance agency. Whether you are looking to grow your revenue, discover more cross-sell opportunities, increase client retention, or something else—make sure you sit down and map out your path to success for 2023.

These 17 realistic goal ideas are created with your agency in mind. All of the goals are split into 4 categories:

  • Business Goals
  • Client Success & Retention Goals
  • Lead Management & Sales Goals
  • Marketing Goals

Read through the 17 goals, then use the accompanying goal worksheet to determine what your goals will be for the next year, 5 years, and 10 years!

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Why should I set goals?

Goals help to keep you on track and make sure everyone in your office is working towards the same destination. Without a goal, you and your team are less likely to work in-sync and can get off path more easily. This can lead to a disorderly work flow and can demotivate your team. 

What are SMART goals?

SMART goals are goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. They're goals that you can actually plan for and track the progress throughout your specified period. An example of a SMART goal is: you want to increase your book of business by 50% in 5 years time. 

Who should I involve in the goal-setting process?

It's beneficial to have more than just yourself as part of the goal-setting team. Maybe include your managerial staff or VP circle. The more people involved, the more people there are to help boost employee buy-in and keep everyone on track.