Agency Performance Partners

How To Build Your Insurance Agency Success Roadmap

INSURANCE AGENCY E-COURSE

Plan & Execute

how to build

Your Insurance Agency Success Roadmap

Every year, you sit down to set your goals. But let’s be honest, they are more wishes than goals. For many agency owners, they have targets they would like to hit, but for a variety of reasons, somewhere in the first three months of a new year, we forget about them as the problems of the day take over. Hope becomes your strategy and you become discouraged. You shared the goals with your team, but they don’t seem engaged in hitting the targets. What most insurance agency owners miss is spending more time on the execution of your goals than setting your goals. This course will provide you a framework to set your goals, build your plan to hit them, get your team to buy in, and drive accountability until you celebrate when you achieve them!

Plan & Execute

how to build

Your Insurance Agency Success Roadmap

SELLING MORE TO YOUR CURRENT CUSTOMERS SHOULD BE CHANGED TO CREATE A PLAN TO GET THE AGENCY OF YOUR DREAMS.

Are you tired of having big ideas when you start the year―but then a few months in, you can barely remember what you wanted to achieve? Do you share your agency goals with your team, but they look at you with blank stares? Your agency needs a different approach that engages the team and gives them a clear plan with expectations. This helps the agency embrace your vision and simplify everything. This changes everything!

THERE’S JUST ONE PROBLEM:

No one has given your team a clear plan with scripts, time blocking and how to focus.

MAYBE THESE FEARS, UNCERTAINTIES AND DOUBTS HAVE YOU PARALYZED:

  • There’s no time 
  • Training is costly
  • No consistency
  • Little buy-in
  • There’s no plan
  • Small bursts don’t work

STEP 1

coffee.

cup

STEP 2

relax.

YOU HAVE A PLAN

Hi Agent!

I’M KELLY DONAHUE-PIRO

owner

I worked a summer job as a bank teller to pay for college. I realized that my co-workers weren’t taking advantage of incentive $$ by cross selling products. I started spending time learning how to sell since my bank had no training program for front line employees. Insurance was one of those products.

In 2000 I was still working at the bank. The executives loved me, and my co-workers hated me. I proved they could cross sell insurance but weren’t. I toned down my sales skills to be accepted and missed key career opportunities as I was graduating. I got my first job out of college and realized again that many small businesses had no sales and marketing strategy. I had to figure it out on my own.

The mortgage crash found me unemployed. I was recruited back into insurance by a tech company that was also making the switch. We were pioneers in digital marketing for agents. We found that insurance agencies were not equipped to convert a web lead effectively. I led the client management group that coached the agents in transforming. I worked with over 700 agencies in 6 years.

In 2014 the company I was working for was getting sold to Zywave, but I’d found my calling helping install systems into insurance agencies to help them become ridiculously amazing. We have worked with over 1,000 insurance agencies in the US and Canada. 

IF YOU WANT TO GROW YOUR AGENCY AND YOUR TEAM NEEDS A STRATEGY

I HAVE GOOD NEWS FOR YOU...

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...you can with a plan

IT’S EASIER THAN YOU THINK

SPEAKING FROM EXPERIENCE

I know YOUR AGENCY CAN:

  • Have accurate agency reports
  • Set goals and hit them
  • Have clear strategies that your entire team knows about
  • Navigate and manage change
  • Address difficult issues
owner

Ridiculously Amazing Agencies Outlast The Suck Of Change

— Kelly Donahue-Piro

OVER MY CAREER, I’VE LEARNED THAT THERE IS A STRATEGY TO SUCCESS

That’s Why I Created

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Plan & Execute

how to build

Your Insurance Agency Success Roadmap

E-COURSE

What if you walked into your insurance agency and you could see clearly that you were on target or even ahead of your annual plan. What would that do for your family life and agency culture? You may have tried to outline an annual plan before to get your team engaged but it’s never really worked. You, as the owner, feel that it’s simple, but your team is using hope as their strategy to hit the agency goals. If you could get everyone to embrace the same vision and passion for growth―would that change everything?

HERE’S WHAT YOU’LL LEARN

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LESSON 1

Where Is The Agency Today- The Agency Owner Look In The Mirror

We help the agency get set up for success by helping you get organized to maximize this course. 

This includes reviewing the year and analyzing where your insurance agency is right now.

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LESSON 2

Where Is The Agency Today – Gathering Staff Perception

Now that you have your thoughts together, it’s time to engage your team. Gathering team feedback is a great way to start earning team buy-in. In this lesson we have a workbook (a fillable PDF) for your team wherein your can review their feedback!

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LESSON 3

Where are We Going?

It’s now time to define the biggest initiatives for your agency and map out your agency’s plan.

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LESSON 4

Setting Your Goals

There are different ways wherein agencies make money.  In this lesson we review each of these and really rev up the opportunities to increase profitability (including freeing up time)! 

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LESSON 5

Organizing Around Your Goals

In this lesson we focus on the accountability of each role and the number one thing you should drive in your organization – communication.

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LESSON 6

Launching Your Goals

Launching your agency’s plan is a big deal. It’s more than just a meeting agenda.

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LESSON 7

Accountability On Executing Your Goals

You need to make sure that you are leading the team. If you get off-track, they will too. Have you heard of accountability partners?

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LESSON 8

Celebrating Your Success

It can sometimes feel like things aren’t working even when they are. Celebrating your success will allow you to see past the challenges and the hard work. 

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LESSON 9

Recalibrating And Next Steps

Let’s review what we have learned and how to apply it in our daily activities! 

HERE’S WHAT'S INCLUDED

  • 8 LESSON COURSE
  • WORKBOOK
  • SCRIPTS
  • AMS360, Hawksoft & Epic Set Up Course*
  • ROLE PLAY VIDEOS
  • MANAGER SECTION
  • QUIZZES

YOU PAY ONLY

$245/month or buy now for $495 and own the course!

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THE CONSERVATIVE TOTAL VALUE OF THE PROGRAM FOR YOUR INSURANCE AGENCY

$10,000

EXCITED TO GET STARTED?

Here’s how:

 
  • Say YES to your agency and click the “BUY NOW” button anywhere on this page.
  • If you don’t already have an account with us, you can create a new account with your email address. You’ll have immediate (and forever) access to login and have 24/7 access to all modules and learning materials.
  • You’ll start the process of becoming Ridiculously Amazing!
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THIS COURSE WAS CREATED FOR INSURANCE AGENCIES JUST LIKE YOURS.

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THIS E-COURSE IS perfect IF YOU'RE

It seems like there is never any time to do anything – including build your agency’s plan. There are competing priorities and service stacks up. But what if we can get a plan with incentives that your team buys into? You may be thinking why have a plan we never stick to anything. I’ve been through this same story with hundreds of agents, and the reality is there is a cost to doing nothing. I’ve learned that the best time to do anything is right now. You can always put off the work and hope it gets better — but we all know that hope is not a strategy.

YOUR INVESTMENT TO BECOME

Ridiculously Amazing

WITH THIS COURSE!

NOW IT’S TIME TO MAKE A DECISION.

YOU CAN DO NOTHING, AND BE EXACTLY WHERE YOU ARE NOW ONE YEAR FROM TODAY. OR, YOU CAN HOP ON BOARD FOR ONLY $245 PER MONTH AND GIVE YOUR AGENCY THE PLAN IT DESERVES.

If you want a ridiculously amazing agency, then yes, it’s for you. But remember, businesses don’t build themselves. If you’re willing to watch the entire course and put time and effort into implementing your new knowledge with your team, you’ll have the tools you need to succeed. Simply put, you have to put in the work.

Our goal is for your team to get organized to the point where they are working ahead on renewals rather than behind. 

Once you purchase the course you will be emailed instructions on how to set up your account and log in. Be on the lookout!

Each lesson has a defined time when you log in. Generally they are 10-15 minute lessons. 

If you’re not happy, we aren’t happy! Reach out to us so we can understand your concerns and work out a solution. 

The Agency Performance Pack also includes AppX Retention, AppX Sales, AppX Time Management and our Quarterly Course Additions!