2022 Goals

Posted: January 21, 2022

Comments

0

“If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.”-Andrew Carnegie

While setting my 2022 goals, I realized I have not shared them in the past and while my goals do not necessarily provide education about a certain insurance product it does provide insight to the type of office I have.  Making them public also puts a form of accountability on me, forcing me to accomplish these goals.

•  Create written process for quoting and maintaining the database
• Create activities to promote team growth
• Analyze technology to increase productivity
• Implement initiatives for employees
• Focus on account rounding
• Social Media Marketing
  • *Analyze activity (website, FB, LI)
  • *Create educational videos
  • *Ask for reviews/testimonials (Jan and June)
• Set time to focus on the business/administrative responsibilities.
  • *Analyze productivity
  • *Reconcile commission
  • *Send Thinking of You cards