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10 Reasons Performance Planning is Important for Insurance Agents


At Future Legacy Partners, we recognize the importance of helping business owners focus on their goals and objectives and appropriately plan for success. That’s why we encourage our program participants to invest in performance planning! Our team works to ensure team members are fully engaged and have ownership while the business owner is relieved of the pressure of facilitating the annual planning meeting and all that entails.


But why is performance planning so important? In today’s blog, we’re covering ten reasons performance planning is important for insurance agents!

  1. Performance planning helps insurance agents focus on their goals and objectives, so they can better understand their business objectives and the steps needed to achieve them.

  2. Performance planning helps insurance agents assess their current performance and identify areas for improvement.

  3. Performance planning allows insurance agents to prioritize tasks and focus their efforts on those that are most important and beneficial to their business.

  4. Performance planning helps insurance agents set goals and objectives that are measurable, attainable, realistic, and time-based.

  5. Performance planning can be used to track progress and make adjustments to ensure these goals and objectives are met.

  6. Performance planning helps insurance agents allocate resources more effectively in order to maximize their productivity.

  7. Performance planning enables insurance agents to identify potential obstacles and come up with strategies to overcome them.

  8. Performance planning can help insurance agents identify opportunities to increase revenue and promote growth.

  9. Performance planning helps insurance agents stay organized, motivated and on top of their activities.

  10. Performance planning keeps insurance agents accountable and helps them stay focused on achieving their targets.

If you’re an insurance agent currently in the midst of planning for your team, or if you realize that holding everyone accountable to the same vision is challenging, we can help! When you enlist Future Legacy Partners for performance planning, we evaluate and analyze, celebrate and set focus, plan for what’s ahead, and strategize for sales and customer care.


Learn more about our Performance Planning approach here, or contact us today for a discovery call!


Wishing you a productive planning season,



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Future Legacies, LLC, Business Coach, Jasper, AL