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Agency Performance Partners

GROWING AGENCIES HAVE GROWING PAINS

You don’t have to fix them alone

Agency Assessment Will Help Your Agency:

  • Refine your 10 year vision
  • Establish your 1 year plan
  • Review your sales process to uncover improvement opportunities
  • Uncover agency issues holding you back
  • Develop metrics dashboards to evaluate success
  • Craft clear job descriptions
  • Create incentive plans that works
  • Outline tracking methods for every role
  • Establish goal setting routines that excite the team
  • Learn how to find top talent
  • Evaluate your team & their respective roles

LEARN MORE ABOUT OUR AGENCY ASSESSMENT

GOAL

APP’s assessment includes a review of the team, processes and culture. From there, APP provides you with a blueprint on how to achieve your 10-year vision. The best part is that execution begins immediately.

  • One Year Business Plan
  • Goal Setting
  • Metrics Dashboard
  • Staff Analysis
  • Job Descriptions
  • Compensation Review
  • Incentive Plan

WHY YOU NEED AN AGENCY ASSESSMENT

Running an agency is lonely. You may want a BFF to help you see clearly what you have, what you need and how to get the results you’ve been dreaming about.

We’re here to do just that. We’re your performance partner to analyze, plan and review so you develop the agency you desire.

6 MONTH TIMELINE

agency assessment

Month 1

ONBOARDING

We get the party started! In this phase, there is a lot happening so that we may have a successful assessment. Our team will walk you through everything via video call and online resources.

  • Kick-Off Call
  • Welcome Kit
  • Telling Your Team
  • Agency Assessment Course
  • Metrics
  • Secret Shopper Calls

Month 2

ASSESSMENT

Now it’s time for us to listen, learn, and get to know your agency! The first few days, we assemble all that we’ve learned about you, your agency and the team. Then we build your agency’s plan to achieve your vision. We call this, Agency 2.0.

  • Team Interviews 
  • Leadership Planning Day 
  • 10-Year Vision & Why 
  • Leadership Accountability 
  • 8 Money Makers Values 
  • 1-Year Plan

Month 3

DEVELOP

With our plan, we get our recommended infrastructure ready to roll out to the team. This is where leadership gets to work!

  • Bi-Weekly Calls
  • Job Descriptions & Recruiting Incentives
  • Agency Standards
  • Refine Agency 2.0 Protocols

Month 4

AGENCY 2.0

Next up, this is the official launch of Agency 2.0. We share, alongside with you, the vision and the plan with your team at an company wide meeting.

  • Company Meeting
  • Share the Vision 
  • Outline the Structure 
  • Showcase the Power of Metrics 
  • Present Incentives & Fun
  • Issue Tracker Tools
  • Prepare a Leadership Planning Meeting

Month 5

EXECUTION

With Agency 2.0 launched, it’s now time to “walk the walk”. We consult with you and the team as actionable items are executed with clients that will ultimately deliver the vision of being a top performing agency.

  • Bi-Weekly Calls
  • Execute on the Plan
  • Issue Tracking Methods
  • Review the Power of Metrics & Goals
  • Refine a Communication Strategy
  • Learn to have FUN!

Month 6

CONFIRM

This is where we identify who on the team has embraced Agency 2.0. We’ll also address any outstanding team challenges. Change takes time. We’re with you through this final stage.

  • Enjoy Bi-Weekly Calls
  • Conduct Team Evaluation
  • Review Values & Attitude
  • Metrics & Goals
  • Keep Having Fun!
  • Plan For The Next Program 

Running An Insurance Agency Podcast: Fight For The Agency You Envision with Clevenger Insurance

January 15, 2021

Insurance Team Management: With 8000 Customers Change Takes Time (Podcast with Handzel Insurance)

February 1, 2021

LET’S CONNECT!

If your agency needs a hug, cheerleader or accountability partner that’s what we do.

Pricing is based on agency team member’s participating. Contact us to learn more!

LETS BOOK A CALL TO CONNECT

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