This guide is designed to navigate you through the intricate process of setting clear, measurable goals for both Account Managers and Producers (Agents), tracking their progress, and fostering an environment where high performance is recognized and rewarded. 

By leveraging Goals/Key Performance Indicators (KPIs) that reflect both the quantity and quality of work, this system encourages a culture of continuous improvement and development. Whether it's increasing the total book of business, enhancing client retention rates, or increasing income-producing activities, our step-by-step guide will ensure that your agency's performance standards are not just met but exceeded. Implementing a Performance Management System in an insurance agency involves several steps.