Goal Setting In The Workplace For Insurance Agents

Business Development, General June 19, 2017 0
Goal Setting In The Workplace For Insurance Agents | Senior Market Advisors

Do you need help boosting productivity? Have you tried goal setting?

Setting SMART goals for yourself that focus on your work now and what you want your work to look like in the future will help you get to where you want to be and will boost your overall productivity. Getting started is the hardest part, which is why you should be planning your goals.


What’s A SMART Goal?

You may remember this from school: use the acronym SMART to set proper goals. SMART stands for specific, measurable, attainable, relevant, and timely. Think about the difference between saying “I will lose weight this year” and “I will lose two pounds per month this year.” The latter is specific as to what you want to accomplish, it’s measurable as you can weigh yourself each month, it’s attainable as it is a reasonable amount of weight to lose, it’s relevant to your health, and it gives you a reasonable time frame. The former is too vague to measure and would likely slow your weight loss journey. You can apply this to your work goals.


What Goals Can You Set?

The goals you set should center around your “why.” Why are you setting appointments? Why are you even working as an insurance agent? When you know your why, it’ll be easier for you to think about what you want to be doing and how you can go about doing it.

It’s a good idea to look at your company’s goals (if you work with one) before setting your own. For example, if your FMO wants to sell 300 products in a month, you should think about how many you can sell to help them reach that company goal, then make that number your personal goal.

Your goals don’t have to be all about closed sales. Even trying to attend three appointments a day is a great goal, as is generating 500 leads a month. Look at what you’ve done in the past to figure out what numbers will make the most sense. You should always be trying to grow, so if you usually sell five products per week, aim for six per week next month and so on.


You can also specify your lead generation goals. For example, if you don’t have an online presence, set a goal like “publish three blogs by next month.”

Set goals around your 'why.' Why are you selling insurance?Click To Tweet

Goal Organization

Finding a way to organize your goals that works for you may be the first step to improving your success rate. Several apps are available that can change the way you track your goals. If you want to include personal life goals in your tracking, consider the website Life Tick.

Other apps we like are GoalsOnTrack, Strides, and ATracker, which allow for goal tracking and reminders.


Let us know what other goal setting apps have worked for you!

Anastasia Iliou
Anastasia Iliou
Content Marketing Manager at Senior Market Advisors
Anastasia graduated from Belmont University with a Bachelor's degree in Songwriting. When she's not writing, she's on a mission to visit all 50 states in the U.S (and to date has reached 28). Anastasia loves writing music, hiking, and her pet hedgehog, Luna. She loves animals (but not so much bugs) and spends her free time volunteering for The Elephant Sanctuary in Tennesee.