KSBankAgent
New Member
- 1
Hello all,
I'm the new principal of a bank owned independent agency, and I'm looking for a consensus on the best way to set realistic sales goals for our existing producers.
Background: We're a personal lines only agency, and 90% of our leads come from our lending department. Depending on the time of year, leads can total anywhere from 20-60 per producer per month. The previous principal (for whatever reason) never tracked close ratios, so there's no system in place for holding producers accountable for their leads.
What is a realistic close ratio expectation for these very qualified leads?
Thanks!
I'm the new principal of a bank owned independent agency, and I'm looking for a consensus on the best way to set realistic sales goals for our existing producers.
Background: We're a personal lines only agency, and 90% of our leads come from our lending department. Depending on the time of year, leads can total anywhere from 20-60 per producer per month. The previous principal (for whatever reason) never tracked close ratios, so there's no system in place for holding producers accountable for their leads.
What is a realistic close ratio expectation for these very qualified leads?
Thanks!