Top 4 Goals All Insurance Agents Should Set For 2023

A new year presents a clean slate, and a new opportunity to get started on the right track. Setting goals right now is the first step toward ending the year on a note you can be proud of. However, your goals need these components – specific, measurable, attainable, relevant, and timely. You can easily remember this through the acronym SMART. Each of these four goals are SMART goals, and together, they give you the key to your best year yet.

Goal 1: Business Goals For The Year

These business goals are what you want to accomplish in the grand scheme. Examples include:

  • Revenue growth from previous year
  • Number of policies written
  • Number of clients

You need overall business goals because they provide a sense of purpose. There will be times during the year when you’ll be tempted to slip back into old habits, but keeping the grand scheme in mind will help you stay on track.

Goal 2: Sales

Sales are at the very root of revenue. Sales goals are easily broken down into smaller steps, because you can set sales goals in the following ways:

  • Number of sales for a specific insurance product
  • New and returning customers
  • Sales accomplished during certain times of year, such as during a season, month, or enrollment period
  • Weekly and quarterly sales revenue

This is one of the most versatile goals you can set, because you can break down sales by product category and time period. You can make sales goals as specific or general as you want them to be, but it’s best if you make them as specific as possible.

Goal 3: Marketing

It’s hard to get clients who have never heard of you. That’s why you should devote your time and effort into getting your name out there. In this era, marketing isn’t restricted to TV and radio. You can build a social media following and expand your presence.

Marketing goals may include:

  • Making a certain number of posts per day/week/month
  • Increasing follower count
  • Interacting with followers who engage with your content

Aside from interacting with followers on a particular basis, marketing can be automated. You don’t have to take time out of every day to work toward this goal – you can create your posts all in one day of the week, save them, and then post them one-by-one on your preferred schedule.

Goal 4: Operational

Operational goals are centered on improving the quality of your work. This is what helps build your reputation in the market. These goals include increasing customer satisfaction, becoming more efficient, growing your team, and improving your business’s overall function.

Work Toward Your Goals Today

At Western Marketing, we’ll help you achieve your goals as an insurance agent. With the right plan in place, you can make substantial progress within a year. We offer assistance that not only helps you achieve your goals for the year, but accomplish your goals for many years to come. Call us today at (800) 852-7152.