Routine Meetings | Agency Performance Pack Online

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Build Your Agency's Annual Strategic Plan

Build Your Agency's Annual Strategic Plan

Welcome - Introduction (1:12)
About Your Intructors (4:32)
Download Your Workbook (0:43)
How to Use This Workbook & Video Lessons (2:31)
Tips for Success (4:23)

Identifying Where Your Agency is Today

Step on the Scale: Honest Look at Where We Are (8:13)
Owner Love/ Hate List (11:03)
SWOT (Strengths, Weaknesses, Opportunies, & Threats) (6:37)
What's Bothering You About Your Agency? (6:24)
Your Agency's 10 Year Vision (10:44)
Owner/Leader Job Description (9:05)

Agency Planning Reports

Reporting Overview (20:17)
Activity Report (13:58)
Overdue Activity Report (11:28)
Book of Business Report (17:37)
Lost Business (17:02)
New Business Report (6:53)
Other Reports (8:56)
Epic, Hawksoft, & Ezylnx Reporting Guides
Vertafore AMS 360 Reporting Guide (153:28)

Team Feedback For Your Plan

Overview & How to Review Their Feedback (38:21)
Obtaininng Your Team Feedback (38:21)
Rolling This Out to Your Team & Download The Team Feedback Workbook

Identifying Your Future Plan

Overview (1:43)
Clearly Define Success (5:57)
Your Big 3 Objectives for the Year (8:56)
Celebrating Agency Achievement (8:29)
Resource Review & Development (5:06)
Potenial Roadblocks (6:33)
Ideal & Non - Ideal Clients (11:13)
Agency Value Proposition (7:56)
Leadership Job Descriptions (4:03)
Organizational Chart with Accountability (7:30)
Process Review (8:29)
Confirm Vision & Values (7:21)
Unbreakable Rules (6:38)
Your Off Track Plan (6:12)

Goal Setting

8 Ways Agencies Grow: Overview (4:55)
#1 New Business (5:52)
#2 Retention (7:15)
#3 Cross Selling (5:05)
#4 Coverage Improvements (6:24)
#5 Fees (6:13)
#6 Carrier/Book Management (5:26)
#7 Firing Unprofitable Clients (4:20)
#8 Expense Management (4:33)

Setting the Stage for Your Team

Overview (7:48)
Ice Breaker (4:49)
10 Year Vision (5:40)
Values (5:49)
Organizational Chart with Accountability (11:49)
New Owner/Leader Job Description (4:46)
Sharing Metrics (7:02)
Big 3 Objectives (5:44)
8 Money Making Goals (6:58)
Incentive Plan (5:57)
Q & A (7:06)
What is Next? (3:33)

Post Launch

Overview (4:29)
Accountability & Tracking (9:13)
Routine Meetings (7:30)
Celebrate (7:39)
Your Off Track Plan (9:36)
Conclusion (1:40)

We Need To Hear From You

We Need To Hear From You

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Routine Meetings

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