Producer Planning Guide

 

Producer_Annual_Planning_Guide.png
 

 

Producer Planning

for Insurance Agency Growth

Setting goals and creating a plan are foundational and critical steps for producers to be successful in insurance sales.

  • Take stock of where you are today
  • Set goals that are realistic, yet challenging
  • Define who you want to work with - not all clients are good clients!
  • Fill your pipeline with those ideal prospects
  • Set up an accountability structure to keep you on track
  • Create a theme to keep you focused on the right goals