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 2022.
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!