Strategic Planning for Insurance Agencies

Ready to Plan for 2024?
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.

Program Summary

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. 

The Agency Performance Partners Strategic 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! 

Program Detail

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, 1-2 PM EST Building Your Strategic Plan
  • February 6, 2024, 1-2 PM EST Rolling Out Your Plan & Earning Buy In
  • March 5, 2024, 1-2 PM EST Tracking & Accountability on Your Strategic Plan

Annual Strategic Planning Workbook Includes:

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


Need more details? Review each section below to learn more about each section.

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

Get Started
Registration for the entire series is $595 for PIA members/$675 for nonmembers. 
PIA Members-make sure to log-in at the top of the screen to see the discount code above to use during checkout to receive your discount for being a PIA member!