Software to Set & Track
Producer Goals »
Proven
Management Tool to Motivate New & Veteran Producers
Whether you have just one producer -- or offices full of them -- the
software makes it easy to establish prospecting and sales goals and to track the
actions made towards accomplishing them. It walks
you through this essential sales management process, with a unique array of goals, agreements, tracking grids,
pointed reports, and illustrative graphs.
Set & Track™ helps you to quickly and easily >
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Manage an unlimited number of producers or a single P&C agent. |
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Set prospecting and production goals for personal, commercial, and
life/group lines for three years. |
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Set goals and track results for calls • contacts • x-dates • quotes •
sales • premiums • commissions. |
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Establish a producer’s desired activities per quarter per year for three
full years. |
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Obtain a signed Producer Goal Agreement for all lines over the
next three years. |
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Provide prospecting and sales self-reporting forms for agents to submit
to management. |
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Track a producer’s actions towards achieving his or her pre-established
annual and quarterly goals. |
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Maintain a week-by-week record of each producer’s activities and
permanently store them. |
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Print out goals vs. results reports and graphs to review with the
producer on a regular basis. |
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View and print out over a dozen full color graphs. |
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View and print out over 30 informative reports and forms. |
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Enjoy an instant overview of goals vs. results
for the current year and two others, side-by-side.
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View sample personal
lines screens |
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View sample commercial
lines screens |
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Download sample
printouts |
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Ideas for using Set &
Track™ software in your agency |
Set & Track
