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Insurance Goals – Avoid Starting & Stopping Again

Insurance Goals

Posted on February 1, 2021 by Kelly Donahue Piro

If you’ve ever taken on a New Year’s resolution, only to have it quickly fizzle out, you’re definitely not alone. Research shows that just 25% of people stick with their resolutions for more than 30 days, while a mere 8% of people finish them. And insurance goals are no easier to stick with. In order to be a Ridiculously Amazing agent, make sure you take the time and energy to reaffirm your 2021 goals. Here’s how you can overcome the hurdle of sticking with your 2021 insurance goals for the long haul.

Starting something and stopping something is so inefficient because when you get restarted, it’s so much more work, and it’s so much more painful.” (1:21)

  • Don’t wait, act now

If you’re waiting for a sign to set or act on New Year’s goals, this is it. There’s no point in waiting to set goals or resolutions, and if you haven’t created goals for the New Year already, now’s the time. After you’ve set your goals, then the next step is to act on them, and regularly check in.

 

  • Remember that it’s harder to stop then start again

Have you ever lost motivation, stopped doing something, then tried to restart it? Think about the gym. If you’ve ever fallen out of your workout routine, you know that it can sometimes be much harder to restart those habits. It’s much more work, and much more inefficient, to constantly stop and restart something. Keep this in mind when you’re chipping away at your insurance goals, to motivate yourself to stick with them.

 

  • Analyze speed bumps

Speed bumps are bound to happen along the way, while you try to tackle your insurance goals. But instead of letting these speed bumps slow you down, use them as an opportunity for self-reflection. Our new podcast with Handzel Insurance shows how they analyzed their speed bumps, communicated through them, and came out stronger in the end.

 

  • Have a backup plan

When you’re setting your insurance goals, having a backup plan might be the key to success. Make sure you have a backup plan ready to deploy, in case you start to veer off-track from your goals.

 

If your agency is struggling to set clear, obtainable, and actionable goals for this year, we have the perfect tool for you: our Agency Process Pack. This Process Pack will help you set your goals, enter data and growth, help with calculations, and even break down efforts into monthly and weekly increments. We even have some strategies for how you can roll out these goals to your entire team, to make sure everyone at your agency is ready to stick with their insurance goals for all of 2021.

 

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