Insurance Agency Team Member Business Plan

Team Member Business Plan

Your team is your biggest asset. Get them involved in your business planning and preparing for the upcoming year.

Insurance Agency Team Member Business Plan

Team Member Business Plan

Your team is your biggest asset. Get them involved in your business planning and preparing for the upcoming year.

Insurance Agency Team Member Business Plan

Team Member Business Plan

Your team is your biggest asset. Get them involved in your business planning and preparing for the upcoming year.

What's included in the 'Team Member Business Plan'?

9 fillable pages with 16 probing questions.

This fillable document pushes your Team Member to evaluate their achievements over the past year and plan for their success in the upcoming year. Make them dive into the hard questions and get solid answers that result in ACTION ITEMS.

Scheduling, tracking and goal setting.

It's great to have big ideas, but how will your Team Member actually achieve these goals? This document requires the Team Member to outline strategies, tracking techniques and schedules they will hold themselves accountable for in the upcoming year.

Opportunity for evaluation. 

Not only will this force you to get your Team Member involved in the bigger, long term goals of your Agency... it will give you an opportunity to evaluate their initiative and entrepreneurial spirit. Are they excited about helping the Agency succeed, or are they figuring out how to skate by? While we hope it's the former, this tool could reveal more than just a killer plan for the upcoming year.

Team Member Business Plan

Get INSTANT Access to the Team Member Business Plan

Insurance Agency Team Member Business Plan

Document Outline

  • 9 Fillable Pages
  • Evaluation and Reflection on Previous Year
  • Outline of Agency & Personal Mission Statements
  • 3 Must-Win Areas
  • Goals for Upcoming Year
  • Evaluation of Customer's Experience
  • Sales Goals & Strategies
  • Schedule, Role and SWAT Analysis
  • Guide to Developing Marketing Plan
  • Guide to Coaching, Continuous Improvement and Accountability

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