2026 Agency Goals
SAIZ INSURANCE AND FINANCIAL SERVICES, INC.
✏️ UPDATED
7/24/26
Annual Goals — 2026
CHAMPIONS CIRCLE
$1,000 / person
Auto Net Gain
Target: -22 · Current: 80
80 / -22
Life / FS Premium
Projected on books: $47,139
$47,139
/ $105,000 goal
AMBASSADOR CLUB — LEVEL 2
$500 / person
Life Policies (net paid)
1 pending
31 / 70
Life / FS Premium
Projected on books: $47,139
$47,139
/ $76,000 goal
Annual Incentives
$1,500 / person
Hit both Champions Circle & Ambassador goals
$1,000 / person
Champions Circle only
$500 / person
Ambassador Club only
Monthly Goals — July
as of 7/24
P&C Premium
$75,597
/ $80,000 goal
Life Apps
3
/ 10 goal
August Incentives
1% Kicker
Hit $80,000 in MTD P&C Premium.
$4,403 away
$100 / person
Issue 110 apps this month. Currently at 77 issued.
Need 23 more