Strategic Planning & Organizational Assessment

This small insurance agency was not showing real growth, but simply increasing revenues in line with premium increases. The owner wanted to double the size of his business but didn’t know if his current team could drive growth. The agency did not have a written plan and a poor track record of implementation

Growth Strategy Partners worked with the senior leadership team to develop their first strategic plan that focused on growth, leveraging the strength of their best market niches and their proven method of competition. Once the plan was complete and communicated to the entire organization, we continued to meet with the leadership team monthly to ensure they were on track to accomplish the goals and action steps outlined in the plan.

Four months later, the company had accomplished their goal of increasing the number of policies, the action plans were all on track and one of the senior team members was given sales coaching to help develop new selling skills.