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APP is headed to Austin for Germania Insurance’s Performance Workshop!

August 21, 2019 - August 22, 2019

The Agency Performance Partners Team is preparing to head to Austin Texas for August 21-22, 2019 to hold a two day Performance Workshop.  They will be presenting on the topics:

Morning: Being the Leader Your Agency Needs To Perform
  • Review of what we have learned from 1000 agency assessments about leadership
  • The top 10 things the best agency leaders practice
  • Creating goals, incentives and plans for team performance
  • Take away: Setting agency goals, a plan and incentive
Afternoon: Service: Creating a Customer Experience
  • Making a great first impression
  • Selling on more than price
  • New client on boarding
  • Generating referrals
  • Claims
  • Renewals
Morning: Building a Sales Process That Works
  • Generating Opportunity
  • Building Rapport
  • Insurance Interrogation
  • Setting Expectations
  • Delivery the Quote
  • Asking For the Business
Afternoon: Marketing Your Agency For Success
  • How to avoid bland brandings
  • Top marketing campaigns with scripts your agency should embrace
  • Common marketing challenges and how to avoid them

This event is invite only for Germania Agents.  Location TBD.


August 21, 2019
August 22, 2019

Our agencies tell the story

“Kelly had some awesome tips and is very knowledgeable on the subject. Love how she is also very down to earth and easy to talk with!”

Lindsey Hamm

Welsh's Insurance Agency

“I think this process was very beneficial and I think we are in a position for a very strong year and the future is very bright. I was able to take account of myself through our interviews and discussions and have found many areas in which I personally need to improve. You have also given me a sense of direction going forward to be a better boss, person and mentor to our staff.”


Preferred Insurance Center

“Great to work with ! Very understanding of the initial frustration and trained/encouraged us on how to handle the change in work processes.”

Kelly Nielsen

Customer Service Agent
Sheets, Forrest, Draper

“I feel your visit to our agency was very beneficial. For me, it was like a therapy session and the Amnesty Day was a great idea. I feel refreshed and I have a much better attitude. The attitude of the entire agency has improved immensely. I think we are striving to work more as a team. We are trying to be more encouraging to each other and to applaud each other’s accomplishments. Thanks for being a nice, caring person!”

Phyllis Buening

Preferred Insurance Center

“We are so grateful for you and all you have done to help our agency and our team. We are all now part of the big picture and it has changed the whole dynamic for the better. APP Rocks!!!!!”

Maegan Burbank

Insurance Specialist

“I want to thank you for stopping by the office, evaluating, listening and hearing us. I feel like the mood of the office has improved 100%. I also feel appreciated. We will have some hurdles to overcome, but I think we should get through them. The Tigger has been passed around a bit.”


Account Manager
Preferred Insurance Center

“I’m glad you came out to talk to all of us. It seems to have helped the attitude in the office. Still have our moments, but much better. Dan has improved, also. He seems to be listening to us more and getting our input. Thanks for your help.”


Account Manager
Preferred Insurance Center


Are you ready to take your agency to the next level?

ADDRESS 5775 Post Road #562
East Greenwich, RI 02818
United States