INSURANCE AGENCY STRATEGIC PLANNING WORKBOOK
READY TO PLAN FOR 2025?
Use the APP Strategic Planner to build, execute, and stick with your agency's annual plan.
Annual Strategic Planning Workbook Includes:
- Downloadable Resources
- Annual Team Feedback Survey
- Agency SWOT
- Reporting Review Guides
- Team Performance Review
- Carrier Analysis
- Tech Stack Audit
- Hard-Market Strategy
- 10-Year Vision
- 1-Year Vision Statement
- 2025 Agency Projects
- How & What Goals to Set
- Picking an Annual Theme
- Resource Review
- Job Descriptions
- Organizational Chart
- Ideal Customer
- Agency Standards
- Process Review
- Agency Values
- Incentive Plans
- Celebrating Success & Fun
- Tracking
- Launch Party
- All-Hands-on-Deck Meetings
- Sharing Results
WHAT THEY SAY
I am a new Manager and without the help of APP Classes, downloadable tools and podcasts, I would be a complete failure at my job. You make me look good!
Agency School Student
Instructors are interested in the material and are very knowledgeable/experienced insurance professionals. Course is easy to follow and discussions/Q&A's helped nail down fundamental concepts.
Agency School Student
Fun, interactive and probably the most knowledgeable course on agency management you will ever take. Trust the process because it works!
APP School Student