Strategic Planning for Agency Owners

Ready to Plan for 2024? Every Insurance Agency Needs a Strategic Plan

Join a special PIA and Agency Performance Partners program, which 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.

This program includes the 2024 Annual Strategic Planning Workbook and, special for PIA attendees, three live webinars (that will be recorded) that you can own for life.

Webinar schedule:

  • January 17, 2024, 12-1 PM - Building Your Strategic Plan
  • February 6, 2024, 12-1 PM - Rolling Out Your Plan & Earning Buy In
  • March 5, 2024, 12-1 PM - Tracking & Accountability on Your Strategic 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

Section 1: Agency Analysis


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


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


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


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


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


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


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

PIA Texas members can use this discount. Registration for the entire series is $595 for PIA members/$675 for nonmembers.