Adding sales goals into AgencyZoom will help keep your agency and producers on track. Owners and team members will see their daily goals and as new business is written, the dashboard numbers will update in real-time.

How to Add Sales Goals:

Step 1) Click on the "My Agency" icon on the left navigation panel

Step 2) From the list of options click "Sales Goal"

Step 3) Start by choosing your primary and secondary goal metric. For example Premium and Policies

Step 4) Choose the goal amount for each metric for each producer

  • You will see your agency total populate at the bottom

Step 6) Click "Save"

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

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