Skip to content
Close
You'll thank yourself later

Start mapping your growth with Q4i Annual Planning Guides

Agency
Agency Annual PlanPlanning tool for company-level strategy
Marketing
Marketing Annual PlanPlanning tool for marketing strategy and tactics
Producer
Producer Annual PlanPlanning tool for salespeople
Professional
Professional Annual PlanPlanning tool for all non-selling team members

The Annual Planning Guides are designed to help your agency kickstart a successful year with a clear and strategic approach.

These guides aren't just about setting goals; they focus on understanding your current position, defining where you want to go, and creating actionable steps to get there. Whether you're an insurance agency or a solution partner, these plans provide the structure you need to ensure growth and track progress effectively. Happy planning!

  • 01 Agency
  • 02 Marketing
  • 03 Producer
  • 04 Professional
The Agency Annual Planning Guide is your go-to tool for setting a successful course for the year.

It helps you evaluate where your agency stands, set clear business objectives, and outline actionable steps to reach your goals. With this guide, everyone in the agency can stay aligned and focused on shared targets, making it easier to track progress and adjust plans as needed. For more insights and to download the guide, use the form above. 

Create your roadmap to a successful marketing strategy.

It helps you define clear marketing goals, identify your target audience, and outline the steps needed to reach them. With this guide, you'll create a structured plan to boost brand visibility, engage your audience, and achieve measurable results. It's all about setting up your marketing efforts for success in a straightforward and practical way.

 

Salespeople are in a unique position and thrive with a strategic plan to follow. 

The Producer Annual Planning Guide is a comprehensive tool designed to help sales professionals in your agency set clear goals, identify target clients, and establish an accountability structure. It's all about creating a roadmap for success, with practical steps to track progress and adjust strategies throughout the year. This guide helps producers focus on what matters most, ensuring they stay on target and maximize their potential. 

 

Give your non-selling team members the same level of professional growth as your sales team.

The Professional Annual Planning Guide is your go-to resource for mapping out personal and professional growth within your agency. It’s all about helping team members, especially those not in sales, set clear development goals and outline actionable steps to achieve them. This guide emphasizes self-assessment, skill-building, and aligning individual growth with the agency’s overall objectives. It's designed to keep everyone motivated and progressing, making it easier to track improvements and celebrate achievements throughout the year.

 

Access the suite of guides