Abram Interstate Insurance Services, Inc., CMGA

Helping Independent Insurance Agents Since 1996

How To Set Goals & Reach Them in 2017 | Business Tips for Insurance Agents

Published on January 5, 2017

Goals | Business tips insurance agents wholesale insurance broker ca

As an Insurance Agent, you may work alone as a one-person shop, you may be the head of your agency with many team members under your direction, or you may be an employee at an agency. No matter which of those positions describe you, to hit the ground running for 2017, it’s time to evaluate your work and set some goals for the new year.

Many successful people feel they have untapped potential and wish they were better at setting goals and meeting them to help them tap further into their potential. Goal setting, (and achieving) is definitely a skill, but luckily, it can be learned.

As we begin 2017, here are some tips from Small Biz Ahead to help get your on your way.

2 Tips for Setting & Reaching Your Business Goals:

Rule 1:  Each goal must be within the goal setter’s control.

Don’t just say “increase sales 25 percent” or “get 17 new clients.” Too many outside factors can affect the achievement of goals like this. Instead, base your goals on real facts (addressing a backlog or meeting a forecast, for example) and make each one reachable mostly by hard work – like finishing a project or completing certain tasks that move the company forward.

Rule 2:  Each goal must be quantifiable.

The goal should be clear enough so that there’s no argument about whether it’s been reached or not. A final, signed-off contract, a working prototype, an asset that can be touched, a number that’s clearly stated on a report – these are examples of quantifiable goals. They are either accomplished or they’re not. In most universities, an “A” is achieved with a test score above 93. You either get it or you don’t. Your goals should follow the same rule.

At Abram Interstate, we care about our Insurance Agents and we want to see you succeed, so we encourage you to take some time and write out your quantifiable goals for your insurance agency in 2017. And let us know how we can help!

In our efforts to help you accomplish your business goals, we’re not just your average Wholesale Insurance Broker. We have real people who answer the phone to help you (Call 916-780-7000.); we have an online chat system you can use to chat now with our experts if you have a quick question (click HERE to chat online); and we have online raters that are easy to use (click HERE to Quote Online Now).


Abram Interstate Insurance Services, Inc. is a California wholesale insurance broker (CMGA) that has licensing and expertise to place business in both admitted and non-admitted markets for personal lines insurance and commercial lines insurance in California and surrounding areas.

Quote Online Today.