Users with the Manager and/or Owner role can set specific production goals for agents. These goals will display on the Agent's Production Goals dashboard widget. Swivel gives you the option of tracking production by the commissionable production or the number of policies.
For Life Insurance, Annuities, and AUM, Swivel is pre-configured to track transactions. Senior products such as MAPD, Med Sup, and PDP are pre-configured to track the number of policies.
🔍 Tip: Production calculation is determined by the Production Calculation selected on the Product Line.
How to Add Agent Production Goals
From the left-side main navigation menu, navigate to Business Management > select Agent Goals.
The first tile is the Current Year Production Goals broken out by the Product Line.
Click the desired Product Line > click Set Goal button for each agent.
Add the Goal and > click Save
🔍 Tip: Repeat these steps to add Future Production Goals!
How do I utilize the Production Goals?
The Production Goals widget will breakdown production by line of business (i.e. Product Line) and display the commissionable production or number of policies entered in the current week, current month, and YTD. Clicking on any of Production numbers will take you to a filtered Sales Report so you can see the client policies included in the calculation.