Get ready for the year with a plan and clarity! Insurance agency strategic planning is a big key to success. 

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 workbook and videos 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!