What Are Your Goals For 2007?
Now is the time to plan for 2007. But how are you going about
setting your goals?
Most agents and planners do a very general approach to goal setting,
and this is a big mistake. General goals get meager results.
Specific goals and action reward you…
General Goal example: Get more appointments. Increase sales.
Good Goal example: Get x number of appointments per week. Increase
sales by x rupees per month, for a total of x rupees per year.
My Action: Set quarterly appointments with Cream Networth clients,
semi annual appointments with High Networth clients, and annual
meetings with all others. Mail all clients a newsletter every month.
For setting these types of specific goals & actions new version of
Winner Plus will help you much.
In this latest version 2.1 apart from MDRT target you can also set
targets for your investment business, i.e. Mutual Funds (SIP/Bulk
Equities) and governments schemes. It will remind you for your
daily targets about it.
Now any private insurance agent can add his/her club membership
details in Backlog Entry and watch his/her progress day by day.
You can make analysis of your work in a better way with calls to
meetings ratio through very new Work Analysis Report. Here you can
count Fresh calls/meetings and Repeat calls/meetings separately.
And you can also learn how many new persons you have contacted
within a particular time period.
You can enter step by step progress for your Task Management. Also
Print your tasks with selected group in any Order for specified
period.
Merging of selected data from one file to another is now possible
with this new version.
For our respected development officers & agency managers we have
introduced a special Networth Screen to target MDRT potential agents.
To see what winners say click Comments below!
