The hosts explain setting goals for producers at different stages, from licensing and first sales to managing an established book of business. They discuss daily production measures, business KPIs, division plans, and goals beyond revenue alone. Examples include expanding into another product line, improving retention, and giving concrete milestones to a sales and growth plan.
In this episode
- Agent goal planning
- Sales milestones
- Business KPIs
- Division planning
- Retention and cross-selling