Insurance Agency Strategic Planning

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

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GOAL

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!

WHY EVERY INSURANCE AGENCY NEEDS A STRATEGIC PLAN

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? Insurance agency strategic planning will help you get there.

iNSURANCE AGENCY Strategic Plan Options

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Downloadable workbooks
Leadership Launch Guide
Sales, Retention, Efficiency & More!
Tracking Guide for AMS360, Epic & Hawksoft
Scripts
Training Videos
Quizzes
Bonus Content

AGENCY STRATEGIC PLANNING

workbook

Section 1: Agency Analysis

WHERE YOU ARE TODAY

The first step of a great plan is identifying clearly where you are today with facts not just feelings. To get started we have you analyze your current agency status so we can set the plan of where you want to go!

Honest Look At the Agency
Owner Love/Hate List
SWOT (Strength, Weakness, Opportunity, Threats)
What’s Bothering You
10 Year Vision
Owner Job Description
Values (and are they honored)

Section 2: Reporting

UNDERSTAND WHERE YOU ARE

Many agency owners shy away from agency reports. They are wrong, cumbersome, and difficult to understand. However, to get the agency you want and desire you have to commit to getting it right as painful as it may be! We will help you with AMS360, Applied Epic, Hawksoft, and Ezlynx reporting.

Activity Reports
Overdue Activities
New Business
Lost Business
Book of Business

Section 3: Team Feedback

HEAR FROM YOUR TEAM

You can’t create a plan without feedback. Your team’s perception is their version of reality. In order to grow you need to hear, clarify, and respond to your team’s top challenges:

Obtaining Team Feedback
Team Feedback Workbook
Rolling This Out to Your Team
Responding to Feedback

Section 4: Identifying Your Plan

ORGANIZING SUCCESS

With all the facts at hand, it’s now time to build your plan of attack. We will start by identifying the best structure for your plan. Simply putting goals into place without a solid foundation will lead you to a vicious circle on the struggle bus.

Define Success
3 Big Objectives
Celebrations
Resource Review & Development
Roadblocks
Ideal Client
New Leader Job Description
Accountability Chart
Brainstorm
Process Review
Tracking
Vision/Values
Unbreakable Rules
Off-Track Plan

Section 5: Goals

GOAL SETTING

Goals are dreams with deadlines! Now we take the vision and we set our milestones and benchmarks. Goals are a map to your destination.

New Business
Retention
Cross Selling
Coverage Improvements
Fees
Carrier/Book Management
Firing Clients
Expense Management

Section 6: Roll Out

TEAM BUY-IN

With your plan ready it’s time to educate your team. Remember clarity is kind, sharing your plan allows your team to embrace and engage in what success looks like:

Kick Off Meeting
Swag & Posters
Commitment to Sharing Results
Meeting
How to Launch the Plan

Section 7: Post Roll Out

STAYING THE COURSE

Your team knows the plan but your job as a leader is just beginning. It’s important you don’t just talk about your plan but you hold the agency accountable.

Accountability
Routine Meetings
Celebrate
Your Off-Track Plan

SAMPLE LESSON: Using Your Team Feedback to Build Your Plan

SAMPLE LESSON: Using Reports For Your Strategic Plan

LET’S CONNECT!

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