Ready to Plan for 2025? 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 webinar will walk you through the APP Strategic Planning Workbook that you can complete at your own pace. Use the code in our Member Discounts Page to receive 20% off the workbook.

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

PIA Texas members can use this discount.