Mid-Year Check-In: Is Your Agency on Track with 2025 Goals?

Practical ways to measure progress and recalibrate heading into Q3

June marks the halfway point of the year and with it comes a built-in opportunity to pause, reflect, and adjust. For independent insurance agencies, this is the perfect time to evaluate progress toward your 2025 goals and make small but strategic changes that can position you for a strong finish.

Here are five simple, practical ways to check your agency’s pulse and realign before Q3 picks up speed.

1. Revisit Your 2025 Goals

When’s the last time you looked at the goals you set in January?

It’s common to lose sight of targets as day-to-day business ramps up. Now’s the time to pull those goals back out and assess them with a quick “green/yellow/red” system:

• Green: On track — keep going.
• Yellow: Progress is slow — needs adjustment.
• Red: Off track or no longer relevant.

Ask yourself:

• Have market conditions changed?
• Do any goals need to be redefined to stay relevant?
• Are there quick wins that could boost momentum?

Even one or two small course corrections now can shift your entire second half.

2. Trust the Data, Not Just Your Gut

Instinct matters, but data tells the real story.

Instead of guessing how your agency is performing, look at specific indicators:

• Policy retention rate
• Quote-to-bind ratio
• New business premium written
• Cross-selling opportunities converted
• Premium mix by carrier or line of business

3. Identify What’s Getting in the Way

Mid-year is the perfect time to remove friction. Common barriers include:

• Outdated or underutilized technology
• Bottlenecks in quoting or onboarding
• Too much time spent on low-value service tasks

Take 15 minutes to answer this question:

“What is one thing we should stop doing to free up time for growth?”

4. Set Micro Goals for Q3

Big goals often stall because they’re too vague. Break them down.

• Instead of “Grow commercial lines,” try:
  • Quote three new businesses per week
  • Schedule two in-person business reviews per month
  • Launch a cross-sell campaign by July 15 for clients without EPLI

Clear, achievable micro goals create momentum and confidence.

Ready to Reset?

The difference between a mediocre year and a great one isn’t a giant leap. It’s a handful of focused decisions made at the right time.

So, before summer takes over, give your agency a mid-year tune-up. Rework what’s stalled. And take the next step forward with purpose.

Need support recalibrating your goals?

Reach out to your Chicagoland SIA Agency Growth Coach for tools, insights, and one-on-one planning support. We’re here to help you finish strong in 2025.