Why You Should Use Weekly Metrics in Your Insurance Agency
This week, we’ve been talking about all of the best ways you can hold people accountable in your insurance agency and they have all been great points, but this one is the best. It’s the practice of using weekly metrics in your insurance agency.
You see, as much as we like to pretend we don’t have them, we all have feelings—a lot of them. And while that is nothing to be ashamed of, data doesn’t have any. None. They feel nothing, so when reporting that someone isn’t meeting their goals, the data is going to have a much easier time conveying that than you.
And this really just boils down to transparency. You want your team to have access to as much data as possible. They need to see the full picture of where they are in relation to where they need to be.
We are completely serious about this. Make them accessible and simple and something they can go and see whenever they need to or, at the very least, once a week.
This allows your team to be a part of the process of finding issues before they are actually problems that cost everyone in the agency time and cost you, the owner, money.
Help them help you by displaying weekly metrics in your insurance agency. It’ll be the best thing you ever did for you and your mental health.
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