Example Achievement Log for a Insurance Agent

A year in the life of a Insurance Agent's log

• Jan - achievement: Closed Hartley Manufacturing's commercial package: $14,200 annual premium across GL, property, and workers comp. Three-year policy, first renewal due Dec. This was a cold prospect from the chamber networking breakfast in November.
• Mar - task: Started daily review of pending renewals in IVANS to catch lapses. Found six policies in danger of lapsing in February alone. Built a tracking sheet to flag these 60 days out instead of waiting for cancellation notices.
• Mar - feedback: Kevin from underwriting said in the weekly call, 'Your applications are cleaner than they used to be, fewer follow-ups needed.' That matters because it means less back-and-forth and faster turnarounds for clients.
• Apr - task: Missed a critical E&O endorsement request from Barker Dental Group. They caught it during their own policy review and we had to rush-process it to avoid gap. Added a monthly checklist to my renewals process.
• Jun - achievement: Renewed Coastal Imports' marine cargo policy at $22,900 annual premium, up from $19,400 last year due to expanded operations. Retention after six years of seeking rate cuts elsewhere.
• Jun - achievement: Signed Miller Properties to a residential portfolio: eight rental units under a single commercial inland marine policy. $8,600 first year. Relationship came through Zillow leads I've been working since March.
• Aug - task: Switched to automatic renewal reminders in Salesforce instead of manual email flagging. Ninety-day, sixty-day, and thirty-day touches now fire without me touching them. Freed up about two hours a week.
• Sep - feedback: Sarah, the office manager at Brennan Construction, emailed: 'You're the only agent who remembers to ask about their seasonal temp coverage every August.' Personal consistency holds accounts.
• Sep - achievement: Converted lapsed client Emerson & Co back to the book after two years with competitor. New policy at $16,750, plus backdated coverage for three months. Follow-up persistence paid off.
• Nov - task: Completed CE coursework for Property & Casualty and Ethics through NAIC online platform. Covered remaining 12 hours owed for this license period.
• Dec - achievement: Year-to-date new business written: $61,450. Renewals retained: 88% of eligible book (36 of 41 policies). Three accounts lapsed to competitors, two to internal rate issues we couldn't move on.

What makes a strong entry

How this becomes your review in November

This year I closed $61,450 in new business and retained 88% of my renewal book by making systems changes that caught problems earlier. The Hartley Manufacturing and Coastal Imports deals show the cold-prospect and account-deepening sides of growth, while the daily IVANS review and sixty-day flagging system prevented lapses that would have cost us clients. I stumbled on the Barker Dental endorsement miss in April, which taught me to build checklists into my workflow rather than rely on memory, and that discipline showed in Kevin's feedback about cleaner applications requiring fewer underwriting follow-ups.

Starting your own log

Don't try to reconstruct a year you have already had. Start from today, one line whenever something happens, and let it build. The Perform Review Achievement Log does this for you and can capture wins straight from Slack, and how to start an achievement log covers the wider playbook.

Example Logs for Related Roles

• Insurance Claims Adjuster achievement log example
• Senior Auditor achievement log example
• Risk Consultant achievement log example
• Bookkeeper achievement log example
• Underwriter achievement log example
• Investment Banking Analyst achievement log example