INSURANCE AGENCY STRATEGIC PLANNING
READY TO PLAN FOR 2024?
Use the APP Strategic Planner to build, execute and stick with your agency's annual plan.

Annual Strategic Planning Workbook Includes:
- Owner & Leader Job Descriptions
- SWOT Analysis
- 10 Year Vision
- Values
- 1 Year Plan
- Agency Reporting
- Getting Your Team Feedback
- Big 3 Objectives
- How to Celebrate Success
- Resource Review & Follow Up
- Identify Roadblocks
- Ideal Client
- Organizational Chart
- Process Review
- Goal Setting
- Team Roll Out
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