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Ready to Plan for 2025? Every Insurance Agency Needs a Strategic Plan.

Watch this special 1 Hour On-Demand Webinar with Kelly Donahue-Piro of Agency Performance Partners as she provides you with a framework to create your strategic plan for 2025. The best part is, you can watch it whenever and wherever works for you! 

Why Strategic Planning: 
• What is a plan?
• Why you may not have one?
• Common Failure Points
• Best Practices
• What To Expect

This webinar will walk you through the APP Strategic Planning Workbook that you can complete at your own pace. Use discount code PIA PLAN to receive 20% off the workbook. 

Member price: $0
Nonmember price: $15

REGISTER FOR WEBINAR

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

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.

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