Producer Planning Guide

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