Metrics & Evaluation

Measuring Success

True growth isn’t just about numbers, it’s about awareness. By measuring my progress, I stay accountable to the goals that matter most: continuing my education, helping others through my career, and finding balance between achievement, accolades, and purpose. Metrics give me a clear visualization of how I’m doing. Every milestone I track academic, professional, or personal—is a reminder that progress is built on intention and the act of showing up each day, even when things get hard. It’s not just about outcomes; so much of life is about the journey. These are the numbers that reflect that journey.

Personal KPI (Key Performance Indicators)

Key Performance Indicators (KPIs) help me measure progress toward my mission of empowering others through education, service, and leadership. These indicators combine both tangible results and personal growth milestones.

Career and Professional Development:

Client Retention:
Maintain a 90%+ annual retention rate by providing consistent, personalized service and proactive policy reviews.

New Client Conversion:
Achieve and maintain a 45% conversion rate by focusing on education-driven conversations and authentic relationship building.

Referral Rate:
4 out of 5 clients say they would refer me to friends or family, reflecting trust, integrity, and client satisfaction.

Social Media Engagement:
Sustain a high engagement rate (10%+ per post) by creating content that educates, inspires, and builds community awareness around insurance and empowerment.

Community Leadership:
Lead or participate in at least three local initiatives each year, including Safe Haven, Julia P. Bryant PTO, or other community causes.

Professional Development:
Active Property & Casualty and Life & Health licenses in Georgia, South Carolina, with previous licensing in Colorado.

Certified Insurance Counselor (CIC) designation, reflecting advanced industry expertise.

Statesboro's Top 20 Under 40 (2024). through the University of Georgia Small Business Development Program, strengthening skills in local market strategy, client acquisition, and business growth.

With over 13 years in the insurance industry, I’ve learned that true success comes from consistency, compassion, and a commitment to growth. When you lead with purpose and integrity, lasting relationships and meaningful results naturally follow.

Academic KPIs

GPA:
Maintain a 3.5 or higher overall GPA to reflect consistent academic excellence and mastery of core business and management principles.

Dean’s List Recognition:
Earned Dean’s List honors in 2024 and 2025, demonstrating strong performance and dedication to continuous learning.

Nontraditional Student Experience:
Returned to college as a nontraditional student, balancing full-time work, family, and academics. This experience strengthened my organization, and time-management skills while proving that growth is always possible at any stage in life.

Current Focus:
In this new season, my priorities center on family, education, and my work in insurance consulting and advocacy.

Education Completion:
Currently enrolled in the Double Canes Program at Georgia Southwestern State University, pursuing a Bachelor of Business Administration (BBA) in Management while simultaneously earning credits toward my Master of Business Administration (MBA). Estimated completion 2027

Technical Proficiencies:
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace (Docs, Sheets, Drive). Continuing to strengthen skills in business analytics, project management, and professional communication through coursework and applied assignments.

Returning to school later in life has been both challenging and rewarding. It has taught me perseverance, balance, and the importance of purpose.

Personal KPIs

Work-Life Balance: Build two new professional or academic connections per semester to stay engaged and collaborative.

Networking: Connect with at least 2 new industry professionals or mentors each quarter.

Advocacy & Community Involvement: Continue working with the Bulloch County Foundation for Public Education and state legislators to influence positive insurance reform.

Looking Into the Future

I’ve learned that growth isn’t always linear—sometimes the lessons that make us who we are don’t fit neatly into charts or percentages. Still, taking time to measure progress keeps me focused and grounded. It helps me see how far I’ve come and what still needs work. Each season of life contributes to the bigger picture of who I’m becoming. Just like in marketing, consistent check-ins ensure my actions stay aligned with my mission, values, and purpose.