Planning Your Vision for 2023

December 30, 2021

With the start of a new year upon us, the inevitable questions about what we plan for the new year and what our resolutions are pop up and permeate our thoughts and conversations with friends and coworkers.

It's easy to separate work and personal visions and forget that they are often intrinsically tied to each other, but before we get ahead of ourselves, let Role Play at the Olson Agency (RPOA) help you not only realize your goals for the new year, but plan for how to achieve them.

It Starts With A Goal

There is truth to the popular sayings that "The journey is its own reward" and to "Stop and smell the roses," but even those imply that there was a purpose in mind from the beginning! Why were you journeying to begin with? What was the path you were on when you found the roses?

In order to follow a Vision, you need to set a goal. This should be something that you desire to gain or accomplish in 2023. It might be something related to your Insurance Agency, Sales Quotas, or Self-Improvement at work, or it might be something personal - a new car, a boat, pay-off student loans.

It might even be something vague like, "I want to reach my full potential!" These kinds of goals are good because they leave you with room to decide exactly what that means as you plan your Vision for Success in 2023.

Begin Bringing Your Vision Into Focus

Much as in our everyday lives, RPOA focuses on using Role Play to help Insurance Agents and Agencies reach their fullest potential, since Role Play is practice for the real thing, it also requires that you have some sense of where you want to go so you can practice the specific target needs to get you to your goal!

Building a vision and Role Play have a lot in common - you have to use your imagination and foresight to picture what you are doing and what you want to achieve.

To start, you need to ask yourself two very important questions:

  1. Why do I want to reach this goal?
  2. What will it take to achieve this goal?

As you can see, understanding your Vision requires you to ask questions of yourself so that you can start looking for answers.

For example, let's say your goal is to become the highest-performing Agent at your Agency in 2023. In and of itself, that doesn’t really explain much about the path you need to take - your Vision.

By answering our questions, we can start looking ahead and truly understanding what we need to do to get to those goals.

Continuing our example, let’s say you decide you answer as follows:

  • I want to reach this goal so that I can become an Independent Agent.
  • I am going to have to increase my sales by at least 30%, and I am going to have to budget my time with my family better to gain the time I’ll need to attend seminars and training.

Both of those answers are great!

These answers don't tell you everything you need to do - instead they help you see where you're going and how to choose the path to get there. It's important to note that even if you don't achieve these same goals in the same way you plan here, as stated earlier, "The journey is its own reward!" And more importantly, you will inevitably find yourself having gotten closer to your goal by the end of the year if you keep these things in mind throughout the year.

Let's Get Down To Business

We're here to help you with your needs as an Insurance Agent, so let's get back to the task at hand. No matter whether your goals are business or personal, your career is going to play an important part in them! If you don't do well at work, how will you afford that new boat or new car?

This is where you need to ask yourself: How can I make changes as an Agent that will help me reach my goal?

Some example questions include:

  1. What do I want to earn?
  2. How many sales do I need?
  3. How many quotes do I need to get the required sales?

You might not realize it, but just by starting to answer these questions, you have begun the path to Role Play! The Olson Agency's Role Play is designed to allow you to put yourself through imagination into a variety of scenarios and "Roles" to experience and practice - making sure that you are prepared for similar situations in the real world.

When you ask yourself questions like "How many sales do I need?," you are already thinking about what you need to do next. Your Vision for 2023 is already becoming clearer!

Making Your Vision A Reality

Now that you have thought about your goals as an Insurance Agent and ways in which you can improve your Sales Numbers and Professional Growth, you have taken the first steps toward Role Playing your way to achieving your Vision.

The next question you have to ask yourself is extremely important - it will help you see yourself at the starting point of your journey, now that you know where you are headed.

Where do I stand on the path to my goal right now?

You can't plan your route through the challenges ahead if you don’t know where you are beginning! Maybe you are just starting your career as an Insurance Agent, or maybe you have been comfortable making the same sales year after year and have decided to step up your game, but either way you need to know where to begin.

Role Play At The Olson Agency Can Help You Get There

You are already a great Agent, and you know how to make sales and retain your clients, but you can always get better. Taking the time to build a vision for the upcoming year is the first of many steps RPOA can help you take to achieve your goals for the new year and beyond.

This post has discussed the basics of our Vision planning for 2023, but you can download the free workbook, print it out, and complete it to have a physical, tangible reminder of the path you are taking to success in 2023.

You might still be asking yourself what you can do to help improve your numbers, reach more clients, or simply perform better at the office, and that’s where we come in. RPOA has the benefit and knowledge of the top performing Insurance Team in the country behind all of its Role Play programs, and they are available to help you obtain the experience, practice, and confidence you need to not only build your Vision for 2022, but to reach it and exceed it if you so desire.

Role Play can provide you with all of the tools you need to reach your goals - whether it is to buy that new car, become the top seller at your agency, or simply to improve yourself for its own sake.

Find out more today by contacting us online or by calling us today at 1-206-426-9901 to take the first step toward your goals for 2023.

Download the Vision Planning for 2023 Workbook