Marketing Annual Plan Document

What does your agency look like today? What do you want it to look like tomorrow? Three years from now? Make and develop your agency plan with Q4i’s Agency Annual Planning Guide, which helps you answer three questions:

  • Where are you today?Analyzing your book of business and business vision
  • Where do you want to go?Planning and setting your goals and KPIs (key performance indicators)
  • How are you going to get there? Taking note of your agency operations

Download the Insurance Agency Marketing Plan

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