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Setting and achieving targets with conjoined efforts of a team towards a common purpose is Goal Management. Adopt powerful means to review goal trajectory aligned with employee performance. Possessing a good work ethic without a purpose serves nothing. Inject your AMS with InsuredMine’s Goal Management module to extract maximum performance and productivity.
The team performance section of InsuredMine software portrays deliverables of all agents in a single striking view that’s referred to as a Leaderboard. Select the deals for establishing goals and view quantified data in terms of deals won and deal value of the appointed agent or manager. The significance of this feature is that both sides of the table get a reasonable idea of what’s working and what needs improvement.
Charged team atmosphere is a reflex action of Goal management. Passionately working for targets, knowing what needs to be done, is always better than employees jumping back and forth aimlessly. The positivity in the agency fosters innovation and productivity. Suggestions and improvements beam out naturally and keep the team going strong.
View the KPIs in a chart that indicates actual deals augmented compared to the target goals assigned in a month. The dollar value of the policies won by the agents is showcased on one side along with the indicative point of work done by the agent. The marginal difference between the two can be clearly spotted. This analysis facilitates a better assignment of goals and taking remedial action as required.
Not only the employees or agents, but the leaders can also review their own performance with InsuredMine’s Goal Management tool called My Goals. Tracking performance on multiple levels like sales, onboarding, securing risk and a lot more is possible. Drawing inferences from these indicators is easy as the data can be visualized in a simple effective layout. Glance through the charts in just a few seconds and get ready to reinforce more.
Leverage goal management to drive your team to not only achieve their goals but strengthen the capability of exceeding the goal targets. Clear expectations defined by realistic targets for each month including the deal value provides a reason to understand what is expected from the team. Every member knows the benchmark and holds accountability for the target achievement.
“Absolutely The Best AMS Available on The Market Today! Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.”
-ALEJANDRO M.,President, Quoteasy
“InsuredMine: Great Decision, Awesome Service. By implementing a system like InsuredMine, you not only get a system that helps you see your business more in depth but, you get to really see where your strengths, weaknesses and potential are as well as use that information and take a proactive approach to them.”
-TAYLOR W., IT Manager, Sean Fincher Ins.
“It combines phone, text and email connections in one application. Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn't write.”
-STANLEY DEAN , Selling Insurance since 1963
“Incredible service and product. It has an incredible response rate and ease of use. It has been nothing but 1st class service and a great experience.”
-SANTO MILITELLO , CFO, Via Rapida Services
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