📌 Episode: Steps in Insurance Strategy: 2026 Business Plan Sample PDF for Agencies

Are you ready to thrive in 2026 and beyond? 🚀
In this episode, Kelly Donahue-Piro unveils the brand-new 2026 Strategic Planner designed exclusively for independent insurance agencies! Whether you're planning for growth, retention, or market changes, this planner has the structure and tools to guide you to success.

✅ What you'll learn in this episode:

🔹 Focus on Your Best Clients:
– Improve efficiency through first-call resolution
– Educate clients on how to do business with your agency
– Maximize time and value with targeted service

🔹 Secure Your Renewals:
– Conduct proactive renewal reviews
– Reduce remarketing while boosting cross-sales and referrals
– Create a consistent, client-focused renewal process

🔹 Prepare for Market Shifts:
– Address the increase in insurance shopping behavior
– Define clear agency standards and expectations
– Attract and retain ideal clients in a changing industry

🧠 Modern Tools for Modern Agencies:
– Learn how to use AI responsibly with an AI Code of Conduct
– Access your strategic planner in both print and digital formats
– Watch accompanying training videos for guided implementation

📄 Download the FREE 2026 Business Plan Sample PDF and start planning with clarity, confidence, and strategy!

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https://www.youtube.com/@AgencyPerformancePartners

💬 Drop your thoughts or questions in the comments – we’d love to hear how your agency is planning for 2026!

🔥 Check Out Our Latest Blog: Step-by-Step 2026 Business Plan for an Insurance Agency Guide https://bit.ly/45J6c87

🎉 Get Your FREE Top Reports To Review Monthly In Your Agency
 
🚀 Introducing 2026 Annual Strategic Planing https://bit.ly/annualstrategicplanning

📈 Ready to Take Your Agency to the Next Level? Book a Meeting with Agency Performance Partners for Tailored Strategies That Drive Real Success. Schedule Your Consultation Today! Book Now https://bit.ly/meetwithAPP

🤝 We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website

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