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Sales Targets

To ensure success and consistent growth at American Ally, we hold our sales team to high—but achievable—performance benchmarks. These standards are designed to help you stay focused, hit your personal income goals, and contribute to our mission of helping more families access smarter health coverage.

Monthly Production Benchmarks (Annual Premium Sold)

These benchmarks are not just numbers—they are indicators of activity, discipline, and strategic conversations. Hitting these goals will put you on track for long-term success and industry-leading commissions:

  • Month 1 Goal: $15,000 in Annual Premium (AP)

  • Month 2 Goal: $30,000 AP

  • Month 3 Goal: $45,000 AP

💡 After Month 3, the expectation is that each producer maintains or exceeds $45,000 in new AP per month, with higher incentives and leadership opportunities available beyond that level.

Weekly Activity Metrics

Top producers don’t wait for sales—they create them. Consistent activity is the foundation of pipeline growth and predictable success.

Every sales team member is expected to meet the following weekly minimums:

  • 500 Dials/Outbound Attempts per Week
    Whether calls are cold, warm, or follow-ups, consistent outreach fuels your results.

  • 8 Google Meet Plan Reviews per Week
    These are qualified conversations with decision-makers where a plan or coverage option is presented. 

Tracking Your Metrics In Hubspot

All production and activity metrics are automatically tracked and visible in your HubSpot sales dashboard.

  • You can find all of your Dashboards here:

  • You can toggle between your personal metrics and the team metrics here:

Your personal metrics are on the "Sales Agent" Report. 

  • The "Monthly AP" dial will track where you are in relation to your target (the grey line):

  • Your "Weekly Calls" and "Weekly Meetings" dials also track where you are in relation to your activity targets:

 

🚀 Why These Numbers Matter

  • Our most successful agents consistently exceed these benchmarks and close an average of 1–2 sales per day.

  • Staying on pace with calls and meetings ensures you're never relying on “luck” or “timing”—you're building momentum that compounds week over week.