Planning for Success: Strategies for Insurance Agency Growth in Today's Market

Description

The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid the fatal mistakes. Attendees will learn the essentials of the budgeting process and the important metrics that must be tracked to assure agency growth and success. Finally, we will examine how to set and track goals and evaluate for accountability.