Insurance Broker Blog

Insurance Broker Goals for the New Year

Planning is a critical component of any successful business. With the new year here, it is time for insurance brokers to start thinking about setting sales goals. They provide a roadmap for brokers to follow and help you focus on achieving specific targets.

Key Takeaways:

  • Review your sales and policies sold from the previous year.
  • Ensure your goals are Specific, Measurable, Achievable, Relevant, and Time-bound.
  • Create short-term goals to make success more attainable.
  • Focus your attention on high-growth areas.
  • Develop a detailed sales strategy.

Here are insurance broker goals you can practice in the new year, along with steps to follow through to success.


Review Your Performance from the Previous Year:

Before setting goals, review your performance from the previous year. The analysis will help you identify areas where you excelled and fell short. This can include:

  • Sales data
  • Number of policies sold.
  • Revenue generated.
  • The types of policies in high demand


Set SMART Goals:

This stands for Specific, Measurable, Achievable, Relevant, and Time-bound. When setting sales goals, make sure they meet the SMART criteria. Here are examples of how the criteria can be applied:

  • Expanding your network

    -Specific: Join two to three professional associations and network with fellow members.
    -Measurable: Track the number of associations joined.
    -Achievable: The task will take around six months.
    -Relevant: Learn more about the insurance industry.
    -Time-bound: Dedicate six months to the task.
  • Increasing your social media presence

      -Specific: Share helpful content on your social media channels.
      -Measurable: Monitor your interactions and followers.
      -Achievable: Dedicate seven months to the task.
      -Relevant: Social media can help you engage with more potential clients.
      -Time-bound: The goal can be met over seven months.

  • Obtaining more professional certifications

    -Specific: Obtain a new designation in one year.
    -Measurable: Complete all required coursework and pass the exam.
    - Achievable: This can be reached because you have planned to complete all necessary steps.
    -Relevant: It will help you provide more professional service to your clients.
    -Time-bound: It has a specific timeline of one year.

Double exposure of businessman hand working with new modern computer and business strategy as concept

Break Long-Term Goals Down into Short-Term Goals:

Long-term goals can be overwhelming. Breaking them down into short-term goals can make them more manageable and achievable. For example, if your long-term goal is to increase revenue by 20%, you can break it down into quarterly goals. This approach will help you track your progress and adjust your strategy.


Focus on High-Growth Areas:

Identify the high-growth areas in your business and focus your sales efforts on them. This approach will help you maximize your revenue potential and increase your chances of achieving your sales goals. You can use your sales data to identify these high-growth areas.

For example, people in the U.S. are becoming more aware of the importance of oral health. So, dental insurance is in high demand.


Develop a Sales Strategy:

Once you have identified your sales goals, it is time to develop a sales strategy to achieve them. Your strategy should include a plan for reaching your target audience, what marketing channels you will use, and how you will measure your success. Your strategy can include:

  • Focus on customer service and the value you bring.
  • Address common objections and concerns of clients.
  • Offer a free quoting bonus and provide referral rewards.
  • Launch an email campaign and social media ads.

Setting sales goals is essential for insurance agents to succeed in the new year. You can set SMART goals, break them into short-term goals, focus on high-growth areas, and develop a sales strategy to achieve your targets. Setting sales goals is just the first step; the real work lies in executing your plan and tracking your progress. Best of luck out there!

For more inspiration, download your FREE guide on navigating challenges and positioning yourself for growth in the New Year!


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