How to Manage Sales Goals for Agency & Team Members

To update the sales goals for your Agency and Team Members, follow these steps:

1. Go to Agency Setup
2. Click on Step 2: Management Options
3. In the orange header, click on Agency Sales Goals 
   
   

SETTING AGENCY GOALS

1. Select the desired category from the drop-down (Auto, Fire, Life, Health, Bank, P&C)
2. If the policy goal is the same for every month, enter the monthly policy goal in the main box (see image) and click the blue Apply to All icon. This will enter the same policy goal for each month of the year.
3. If the premium goal is the same for every month, enter the monthly premium goal in the main box (see image) and click the blue Apply to All icon. This will enter the same premium goal for each month of the year.
4. Click Save.
5. If your policy goal varies month to month, enter the monthly policy goal under each corresponding month and click Save. The system will calculate the yearly total automatically. 
6. If your premium goal varies month to month, enter the monthly premium goal under each corresponding month and click Save. The system will calculate the yearly total automatically. 

SETTING TEAM MEMBER GOALS

1. Select the Team Member from the drop-down menu, then select the category (Auto, Fire, Life, Health, Bank, P&C)
2. If the policy goal is the same for every month, enter the monthly policy goal in the main box (see image) and click the blue Apply to All icon. This will enter the same policy goal for each month of the year.
3. If the premium goal is the same for every month, enter the monthly premium goal in the main box (see image) and click the blue Apply to All icon. This will enter the same premium goal for each month of the year.
4. Click Save.
5. If your policy goal varies month to month, enter the monthly policy goal under each corresponding month and click Save. The system will calculate the yearly total automatically. 
6. If your premium goal varies month to month, enter the monthly premium goal under each corresponding month and click Save. The system will calculate the yearly total automatically.

Note:

• You can select different product lines by using the drop down to change between Auto, Fire, Life, Health, Bank, and P&C.
• If you track your Auto & Fire together, you can select P&C from the drop-down menu to enter your goals. Simply leave Auto and Fire blank- do not include goals in those categories.

Please enjoy our video on how to assign policy and premium goals:

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!