Agency Financial KPI
A quick summary of critical Agency Financial Key Performance Indicators, with data points for benchmark performance and top 25%.
Agency Growth Manifesto
This is an example of an Agency Growth Manifesto. These are the beliefs InCite has and it can be used as a template to create your own agency growth manifesto.
Agency Phases
Clarity is the key for success in all growth phases of your agency. The Agency Phases tool is vital in helping you gain understanding on focus areas today and setting the stage moving forward. Review this document with your leadership, managers and team at large. This document will support you in assessing your current state and developing future plans.
Be Productive and Exit in Style
If a business owner wants to exit a business in style, the owner must grow free cash flow. That means they must consistently grow the profit. Be Productive and Exit in Style will give you 5 of the most powerful productivity improvements an insurance agency can implement.
These 5 items will dramatically increase the chance of successful internal perpetuation and increase the return for the owner.
Bringing Kids Into the Business
Bringing Kids Into the Business is a document that explains the rules for success in a parent/child working relationship, as well as some of the problems that may occur.
Business Planning Strategy Guide
This document helps give guidance to highly effective business planning techniques for modern business.
CEO Audit
This resource is designed to quantify a CEOs knowledge level in four different areas;
Strategic Development
Management Development
Financial Development
Sales Development
It also provides a structure for outlining Performance Opportunities in the four areas.
CEO Leadership Survey
Feedback is important for any leader to be successful. This survey will help any leader understand his strengths, weaknesses and the perceptions of his employees. Work with your advisor to conduct this survey and to interpret the results.
CEO Leading In a Crisis – Phase II
This is round two of the crisis. We should have people at home and initial chaos is relatively calmed down. Now we must lead a firm that is working from home (everyone or partial) for three more weeks to three more months+. This article provide tips on running a firm that will grow during this time.
CEO Navigator
The CEO Navigator tool helps CEOs focus on the most important things that will help them lead the agency to growth and increased productivity. You will want to fill it out at the first of each month and look at it daily. Check off or color code completed items. Review at the end of the month and then start another one.
Watch this video from Extreme Networking, Detroit, to increase CEO productivity with focus.
CEO-Sales Leader Navigator
The CEO-Sales Leader Navigator tool helps CEOs who are also Sales Leaders focus on the most important things that will help them lead the agency to growth, increased sales and increased productivity. You will want to fill it out at the first of each month and look at it daily. Check off or color code completed items. Review at the end of the month and then start another one.
Watch this video from Extreme Networking, Detroit, to increase CEO productivity with focus.
Customer Journey Map Guide
This resource provides guidance on how to create a Customer Journey Map. A Customer Journey Map includes the follow;
- Latent Need
- Awareness of Need
- Search for Options
- Decide on Options
- Bind and Pay
- Recieve
- Experience Goods or Service
- Ongoing Experience
Deadbeat Owners Coaching Points
The Deadbeat Owners Coaching Points is a guide to help you navigate the sale of your business to “deadbeat owners.”
Get Uncomfortable – Improve Results
Comfort breeds complacency and average results.
This checklist is a powerful reminder to challenge yourself in different areas of your business to be uncomfortable.
Governance Decision Making
The Governance Decision Making document can be used to determine who does what in your organization. The guide allows you to determine what level of the organization should be dealing with or making governance decisions.
Highest and Best use of Talent and Time Exercise
The Highest and Best use of Talent and Time Exercise combines with the Operations Training Topic (same name) to help analyze where someone’s time is being spent and to help ascertain an employee’s unique abilities.
Insurance Company Management
Document to guide the perfect agency meeting with an insurance carrier.
Leadership Value Tracker™
This resource provides the framework for a successful yearly plan to deliver value to those who follow you as a leader. Providing structure to your efforts as a leader will make you more efficient and effective in your efforts.
Leading Change – The Process
This resource is a framework guide to the process of effectively leading change in an organization.
It breaks the process down into 5 steps and categorizes the steps into;
- Selling & Buy-In
- Process & Sustainability
Management Development Program – Workbook
This program will give you many of the tools necessary to become a great manager. Make sure to put the work into this program. If you read, study, participate in group discussions, watch all the videos, and apply what you learn, you will…..
Plan On It!
Everyone will eventually leave his or her business. Most agency owners are aware that detailed planning will give them the best chance of decreased taxes, improved value, and higher probability of meeting personal goals. However, most don’t take the time to plan. Plan On It! provides actionable steps you can take as you consider your perpetuation plan.
Producer Forecast Calculator
This tool assists when planning out future producer hires, new producer validation, producer growth and finally, producers transitioning out of the business.
When doing perpetuation planning this tool brings clarity to the numbers an agency produces and what it will take to internally perpetuate.
Producer Forecast Calculator for Large Agencies
This tool assists when planning out future producer hires, new producer validation, producer growth and finally, producers transitioning out of the business. T
When doing perpetuation planning this tool brings clarity to the numbers an agency produces and what it will take to internally perpetuate.
Project Accelerator
The purpose of this tool is to help get projects moved past that initial creation and excitement phase and moved to completion. It is very normal for firms to start something and the initial excitement creates a sedative for completion. So, this tool gets pulled out after the initial phase of creation or when project is sitting and you are wondering what it will take to get this thing DONE.
Responsible Owner vs Entitled Owner
Responsible Owner vs Entitled Owner explores being an owner of an insurance agency.When someone becomes an owner of an insurance agency/brokerage, they need to make sure to bring value to that firm.
Selling An Idea Worksheet
This resource helps you identify assumptions and motives when selling an idea. The worksheet also breaks it down into the three groups; the Early Adopters, Middle Group, and Naysayers. Understanding how you will tailor your communications with each group will greatly increase your chance of success.
Strategic Projects Brainstorm Tool
The Strategic Projects Brainstorm Tool is designed to help you determine how to think and plan for strategic projects, starting with broad ideas and ending with narrow focus.
Strategic Projects Calendar
The Strategic Projects Calendar provides a comprehensive system for managing projects and assigning responsibilities to project participants.
Strategic-Tactical Planning Guide
The Strategic-Tactical Planning Guide is designed to help you think critically when creating and implementing plans.
Tactical Calendar
Similar to the Strategic Projects Calendar, the Tactical Calendar assigns roles and responsibilities to project participants from a tactical standpoint.