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.
Business Planning Strategy Guide
This document helps give guidance to highly effective business planning techniques for modern business.
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
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.
Insurance Company Management
Document to guide the perfect agency meeting with an insurance carrier.
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.
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.