What are your top 2 areas of focus (goals) for the next 12 months?

Focus Areas

Organic Growth (Sales & Marketing)

Retention, Revenue & Referrals (Client Experience)

Preserving Your Hard-Won Gains (Maintain Status Quo)

Scalable success via operational excellence (Operations)

Productivity & Optimization (Technology)

Grow Agency Value (Perpetuation or Sale)

Other

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How likely are you to achieve your goals this year?

Check one

1 No chance

2 Unlikely

3 Possible

4 Very Likely to achieve goals

5 Extremely Likely to exceed goals

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What strengths are you using to achieve your goals?

Check all that apply

Skilled and experienced staff

Loyal client relationships

Established referral partnerships

Market niches

Impactful marketing

Exceptional client experience

High-performing sales team

Highly productive operations

Growing ROI of acquired agencies

Leveraging agency value multipliers

Very effective use of technology

Other

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What areas do you need to improve to achieve your goals?

Areas to Improve

Hoist long-term agency value

Elevate Producer Performance for predictable growth

Improve client relationships to grow revenue & retention

Establish effective referral partnerships

Establish profitable market niches

Implement high-impact marketing

Enhance client experience

Optimize procedures & operations for repeatable success

Elevate staff knowledge & skills

Develop an effective agency onboarding program

Leverage technology for productivity

Other

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What tasks are taking too much time and slowing down your progress to your goals?

Time-consuming Tasks

What, if any, additional internal optimization steps will you take to improve your chances of achieving your goals?

Internal Optimization Steps

Improve execution of our strategy

Make operations a competitive advantage

Add additional technology enablement tools

Realign duties to unlock hidden capacity

Refocus the expertise & skills we currently possess

Encourage existing staff to elevate their performance

Gain access to new markets

Other

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What, if any, additional resources might you leverage to improve your chances of achieving your goals?

External Resources

Hire additional staff

Outsource tasks or projects

Recruit staff to fill gaps in skills

Update processes and implement best practices

Implement new technologies

Partner with experts to elevate team skills

Engage experts implement next-level strategies & methodologies

Other

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What, if any, market forces are you concerned about impacting your ability to achieve your goals?

Market Forces

Premium increases

Access to carriers / products

Increased competition

Technology changes

Other Insurance Market Changes

Economy (General)

Economic impacts to your clients

Legislative changes

Other

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Thank you for completing this survey. We value your opinion! Where would you like us to send your free report?

Send My Report to:

Email *

First Name *

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