2022 is RIGHT around the corner. So, let’s talk about how to set insurance agency goals, with Kelly Donahue-Piro, and Heath Shearon in this episode of the Ridiculously Amazing Insurance Agent podcast. 

Episode Highlights:

• Kelly discusses why determining where you are today is an important strategy to consider when making goals. (1:32)
• Kelly explains the importance of taking the time to set down your goals and become really passionate about what you're attempting to accomplish. (4:55)
• Heath discusses the significance of setting career goals. (6:32)
• Heath says that he has adopted goal setting and goal achievement in his personal life. (8:14)
• Kelly mentions that goals must be measurable and reportable in order for us to take a moment and analyze what is going on. (10:15)
• Kelly explains that when you set a goal, you must be able to measure it immediately. (11:00)
• Heath mentions that as a professional insurance agent, you must have that goal in mind for your staff, yourself, and your organization. (14:48)
• Heath discusses how to improve the onboarding experience. (15:09)

Key Quotes:

• “There's goal setting, and then there's goal doing. And that's something that I've adopted over the last several years of my own personal life that I think is crucial.” - Heath Shearon
• “For every goal you have, there should be a defined plan on how we're going to make that happen.”  - Kelly Donahue-Piro
• “We need to talk about that data, that report needs to get it right, it's not optional anymore. We can't simply say the reports are not right. So we're just not having goals.” - Kelly Donahue-Piro

Resources Mentioned:  

• Heath Shearon LinkedIn
• Kelly Donahue-Piro LinkedIn
• Agency Performance Partners