There's no such thing as one right time for goal-setting. Any time is a good time to want to improve one's performance. Thus, for agents who want to close out the first half of 2011 with a bang, Agent's Sales Journal has two goals in mind.
The first is making more sales, or as ASJ puts it, closing more cases. The website says agents should establish a sales figure, one that's achievable but still a challenge. Then, once that commission goal is set, ASJ says agents should break down the figure into pieces, determining how much business needs to be generated per month, week and day. This will make the goal less appear less daunting.
But if it's too difficult, or if an agent feels like they can't reach it, ASJ says there's nothing wrong with altering the goal. In other words, instead of closing more cases, they can close bigger cases. One way of doing this is by encouraging insurance leads to prepare more for their future if the insurance company determines a customer's credit history makes them eligible for more coverage.
Setting achievable but challenging goals is one of the many ways agents can constantly improve their performance.