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    2022 Goals

    Posted: January 21, 2022

    “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

    Feel free to email or call me with any questions or comments about my services or if you have any insurance related inquires.


    Phone: 708.444.0050
    Email: [email protected]


    Monday - Friday: 10am - 5pm
    Evening and weekends
    available upon request