Interactive Tool — Being Refreshed
The Sales Goal Planner is getting polished.
We're refreshing the planner with the latest AskGMS market benchmarks and Benefeature employer intelligence. It'll be back shortly.
In the meantime, the methodology — built by insurance industry veteran Cliff Murch, founder of Insight-360 — is fully documented in the playbook series below.
What the planner does
- Set a revenue goal and see eight strategies to reach it
- Adjust assumptions using real premium and employer data from Form 5500
- Switch between market segments and watch the math recalculate
Read the methodology
Every strategy in the planner maps to a playbook. Start with these four.
Playbook #1: Increasing Broker Penetration & Market Share
The strategy the planner uses to size partnership-led growth.
Read the playbookPlaybook #2: Growing Profitable New Sales Through Prospecting
How to convert market data into a qualified prospect list.
Read the playbookPlaybook #3: Leveraging Your Inforce Block
The upsell and cross-sell math behind existing-customer revenue.
Read the playbookPlaybook #7: Build a Broker Business Plan
The broker-level planning model the tool rolls up from.
Read the playbook