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 their goals than setting your goals.
This course will provide you with 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
IF YOU WANT TO GROW YOUR AGENCY AND YOUR TEAM NEEDS A STRATEGY
I HAVE GOOD NEWS FOR YOU...
...you can with a plan
IT’S EASIER THAN YOU THINK
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
Ridiculously Amazing Agencies Outlast The Suck Of Change
— Kelly Donahue-Piro
OVER OUR RESPECTIVE CAREERS, WE’VE LEARNED THAT THERE'S A STRATEGY TO SUCCESS
That’s Why APP has Created
Plan & Execute
E-COURSE
how to build
Your Insurance Agency Success Roadmap
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
LESSON 1
Where Is The Agency Today
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.
LESSON 2
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!
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.
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)!
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.
LESSON 6
Launching Your Goals
Launching your agency’s plan is a big deal. It’s more than just a meeting agenda.
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?
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.
LESSON 9
Recalibrating + 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 $995 and own the course!
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!
THIS E-COURSE IS
perfect IF...
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.
We’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.
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!
