The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

Author: Marc McGinnis

Marc McGinnis is Vice President of General Agency Sales at Word & Brown. His focus is on streamlining the General Agency’s sales processes and directing the regional leadership and sales teams to achieve business objectives, execute sales strategies, devise innovative sales approaches, promote growth, and increase customer satisfaction.
Goal Setting
  • Expert Ave.

Mid-Year Goal Check: Track Your Progress, Consider Changes

/ Marc McGinnis

We mentioned last month that a good business practice is an annual or semi-annual prospect and client coverage review checklist. Another good business practice is a mid-year review of your...
Sales Momentum Preparing for Q2
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3 Tips for Building Sales Momentum and Preparing for Q2

/ Marc McGinnis

With peak season now in the rear-view mirror, you could be tempted to kick back and relax a little as you start the new calendar year. But, it’s also a...
SMART goals
  • Expert Ave.

Measuring Sales Success: The Importance of Specificity When It Comes...

/ Marc McGinnis

As a follow up to the article shared last month, I wanted to spotlight specificity as it relates to goal setting – whether for this year or another. Being specific...
Broker Commissions Insurance Sales
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Ways You Can Earn More Insurance Commissions in 2024

/ Marc McGinnis

Even if you’re satisfied with your performance in 2023, the arrival of a new year presents an excellent opportunity to implement changes that could increase your commissions over the next...
SMART goal setting tips for Insurance Brokers
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SMART Goal Setting Tips for Insurance Brokers for 2024

/ Marc McGinnis

As you wrap up your peak season sales, enrollments, and servicing, it’s time to look at goal setting as you prepare for 2024. A great place to start is to...
5 Reasons to Be Thankful for the Health Insurance Industry
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5 Reasons to Be Thankful for the Health Insurance Industry

/ Marc McGinnis

According to a post in June 2023 by ZipDo, a meeting management software firm, approximately half (53%) of Americans are unhappy at work. Globally, job dissatisfaction is even greater –...
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