What is one thing a Paper Company and Insurance Agency have in common? Answer: they need a solid business strategy to survive – not just sales. It isn’t unheard of for an agency to be successful while relying on optimism and pure skill, but it’s sure risky.

This 2 hour class covers the tools you need to organize a quality strategic planning session as well as help you answer the following questions regarding your agency:

• Where are you today?
• Where do you want to be tomorrow?
• How do you get there?
• How do you take action?

In addition, you will understand the ground rules on WHAT you need within your agency in order to create and execute a strategic plan, including the necessary steps on HOW to do so, such as:

1) Outline a SWOT Analysis in order to determine where your agency stands today
2) Create reasonable goals, identify potential threats as well as strengthen your agency against those threats
3) Take the appropriate steps to reach your goals given the previous factors