Developing SMART Action Plans for Business Growth as an Independent Agent

Welcome back to the Direct Insurance Podcast, or DIP for short! Today we sat down with Gabrielle Curry, an independent agent and talked about using the SMART method to develop & sustain business goals in the insurance industry.

When you're a small business owner, it can be easy to lose sight of your business and financial goals if you don't have a roadmap to get there. Gabrielle explains how at her agency, she and her fellow agents set production goals based on experience level, benchmarking last years' results, & time of year. She breaks down how her long term goals are made up of multiple short term goals that help her stay on track. She explains how her short term goals help outline and motivate her to meet more people & have more personable interactions in order to meet her financial goals, and what activities go into developing the success within those goals.

Share this episode with a small business owner that you think would find this information helpful, even if they're not an independent insurance agent! But for now - Let's D.I.P. into insurance!