Episode Details

In this episode of Agency Intelligence podcast, host Jason Cass chats with Kelly Donahue-Piro, President of Agency Performance Partners about annual strategic planning for your agency.

To learn more about the Agency Performance Partner’s Strategic Planner to build, execute, and stick with your agency’s annual plan visit: https://www.agencyperformancepartners.com/insurance-agency-strategic-planning/

Get 20% off until 12/31/24 with code: Agency Intelligence

Key Topics:

• Exiting the hard market in 2025 requires proactive growth plans as rate increases will no longer drive growth
• Prioritizing client retention through proactive renewal reviews to avoid losing clients as market conditions stabilize
• Addressing staffing issues by filling skill gaps and leveraging virtual assistants to ease workloads
• Agency owners must lead decisively, creating clear plans without relying too much on staff opinions
• Analyzing agency operations, including revenue per team member, to improve efficiency and optimize growth
• Improving agency management systems and ensuring accurate metrics to drive better decision-making
• Long-term planning: Set clear goals for the next 10 years to avoid reactive management and achieve sustained success

Reach out to:

• Kelly Donahue-Piro
• Jason Cass

Visit Website:

• Annual Strategic Planning Workbook (Get 20% off until 12/31/24 with code: Agency Intelligence)
• Post Speaking Session Link to Get More Info
• Agency Performance Partners
• Agency Intelligence

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