[On-Demand Panel] How Agency Executives are Planning for the New Year: The goals they're setting and how they'll achieve them

In this webinar, we asked a panel of life and health insurance agency executives how they plan for the upcoming year, the goals they're setting, and the metrics they track to reach those goals.

Watch Now

What Are Your Goals for the New Year?

As another year closes out, we start to look forward to the new year, which means lots of planning. We gathered a panel of life and health insurance executives to discuss how they plan for the upcoming year, how they set their goals, which metrics they track, and more.

Some questions we'll ask are:

  • Do you set goals as a team or individually first?
  • What is your process for setting goals?
  • When do you start planning and setting annual goals?
  • What do you need to help your agency achieve those goals?
  • Which tools do you plan to adopt in the upcoming year?

Watch the on-demand panel now!

Meet the Panelists:

Michael S.

Michael Sams
LI-In-Bug
Director of Sales Training and Development for New Horizons Insurance Marketing, Inc.

Trudy P.

Trudy Pilgrim

CMO of Diversified Life Solutions Brokers LTD.

Dave B.

Dave Bryant
LI-In-Bug
CEO of Brystra Benefits & HR Services

How do I start goal planning?

In order to set goals for your agency, you need to know what you are currently producing. That means having metrics available to help you understand your current circumstances and give you insight into what your goals could be. Then, get creative. Where do you want to go? How do you want to get there? Is it achievable next year, in 5 years, or 10 years?

Which tools do I need to set my goals?

For starters, an agency management system (AMS) that helps you dive deep into your data and better analyze the results. Knowing is half the battle, then, you can use a S.M.A.R.T. goals worksheet to help you figure out what exactly you need to achieve your different goals. 

Who is AgencyBloc?

AgencyBloc is an agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation. All three panelists are Members of The Bloc and will share their experience using AgencyBloc to monitor metrics, set new goals, and achieve their goals.