AGENTS Business Plan 2012
Date:
NAME:
LINE MANAGER:
GOALS (SMART):
Specific
Measureable
Achievable
Realistic
Time-Bound
MEANS (WHERE, WHEN & HOW):
COMMENTS:
AGENTS Business Plan 2012
LIST YOUR MOST IMPORTANT GOALS:
QUANTITATIVE GOALS 2012 IN THREE YEARS
REVENUE (Commission) $
ANNUALIZED PREMIUM $
APPLICATIONS (Numbers)
PERSISTENCY (%age)
AVERAGE COMMISSION RATE
NUMBER OF CLOSINGS
NUMBER OF SECOND MEETINGS
NUMBER OF FACT FINDS
NUMBER OF 1st MEETINGS
NUMBER OF REFERRALS
Other (specify):
Potential conflicts between personal and business goals:
Comments: