Toss out the Strategic Plan - Focus on 90 Day Plans
There is so much literature available on strategic planning, work planning, business planning, and yet most agencies don't have a plan that actually keeps them focused on business goals and priorities.
Huddle Up! A Practice for Getting Your Agency Focused on the Customer and Your Goals - Every Day
Insurance agencies, like people, develop habits over time. These habits are often deliberate and founded on good intentions, but they have a way of getting disconnected from their original purpose. When that happens, it's easy for an agency of any size to feel like it's on auto-pilot - rather than planning for the future.
7 Things to Consider in Perpetuation Planning
You know the facts: insurance agents as a group are aging; the median age of a principal at an insurance agency, according to McKinsey & Co., is in the late 50s. What's more, fewer than half of these agents have a perpetuation plan in place.