Centastone
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Business Plan – Adviser
Name
Role
Date
Why this role matters (value for clients & growth)
Annual Insurance Premium Production Target ($/year)
Quarterly Production Target ($ this quarter)
Top Goal #1 (this quarter)
Top Goal #2
Top Goal #3
Main areas of focus
Biggest potential distractions or challenges
Support, tools, or training needed
How I’ll support the team & uphold our brand promise
One idea to improve client engagement, referrals, or sales process
Skill or mindset I’ll strengthen this quarter
Success Indicators
Premium target achieved
Client satisfaction
Referral growth
Conversion improvement
Team contribution
Staff Signature (type name)
Manager Signature (type name)
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