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Train your agency toperform as a world-class service and sales organization...
or struggle to thrive. It’s up to you.
INVESTMENT you’re not in Kansas any more.
Consultants are expensive, right? Well it’s a good thing we don’t think of
ourselves as consultants. We believe we are your partners in performance. And
there’s no need to worry. You will find our rates lower than or in line with other
industry leaders. Agency Performance Partners was created to help you and
your team perform at the highest level possible. In the modern agency, we need
to partner to tackle the biggest challenges and come out champions.
KELLY DONAHUE-PIRO President, Agency Performance Partners
EXPERTISE where you need it
SALES LEADERSHIP SERVICE MARKETING
Training
Coaching
Sales Strategy
Benchmarking
Referrals
Account Rounding
Upselling
Prospecting
Accountability
Centers of Influence
Goal Setting
Strategy Planning
Leadership Development
Hiring
Organizational Structure
Incentive Programs
Partnership Synergy
Service Standards
Best Practices
Training
Coaching
Account Rounding
Referrals
Retention
Cancellation Processes
Teamwork
Goal Setting
Strategy
Branding
Social Media
Target Markets
Marketing to prospects, leads & current customers
Marketing Tracking
Referral Programs
EXPERIENCE to initiate change
• 12 years of marketing and sales
experience in the service sector
• 7 years of experience in insurance
technology, sales and marketing
• Worked with more than 700 agencies in
the past 5 years
• Coaching and consulting for agencies on
sales, service, marketing and leadership
5-STEP PERFORMANCE STRATEGYBRONZE SILVER GOLD
Agency Performance Assessment TM
• Virtual agency assessment• One-day on-site interviews with the team• Written assessment of findings• Presentation of findings • Secret shopper calls
2 Secret Shopper Calls
& Virtual Presentation of Findings
3 Secret Shopper Calls
& Onsite Presentation of Findings
4 Secret Shopper Calls
& Onsite Presentation of Findings
Agency Performance Map TM
• Designed roadmap tailored to your agency• Outline of top areas to enhance• Display steps to success
Included Included Included
Agency Performance Plan TM
• Customized accountability plan for the agency• Detailed executables outlined on top areas• Identification of timelines and responsibility
1 area for improvement
planned3 Months
2 areas for improvement
planned6 Months
3 areas for improvement
planned1 Year
Agency Performance Training TM
• Customized training to the team’s needs• Sample topics include (but are not limited to):
Centers of Influence, Asking for the Business, Selling on More than Price, Overcoming Objections, LinkedIn and more...
1 Day Onsite
2 Days Onsite
4Days Onsite
Agency Performance Partnership TM
• Virtual accountability & coaching • Set schedule and agenda for each session• Review of metrics • Reporting on progress/concerns• Unlimited calls, texts and emails• Access to all templates and strategies
of Agency Performance Partners
$495/moMonthly Call
$795/moBi-Weekly Call
$995/moWeekly Call
Investment Breakdown• 50% due at signing• 50% due upon approval of the plan• Monthly investment
$3750 Due at Signing
$3750 Due on approval
$1,395 per month for 3 mos
$4375 Due at Signing
$4375 Due on approval
$1,395 per month for 6 mos
$4375 Due at Signing
$4375 Due on approval
$1,395 per month for 1 yr
LEADERSHIP TRAININGBRONZE SILVER GOLD
Executive Performance Coaching
• 60-minute coaching calls• Strategy, accountability, planning• Documentation sent after each call • Limitless calls, emails and texts between calls• Access to all APP templates • 6-month agreements
$495/moMonthly Call
$795/moBi-Weekly Call
$995/moWeekly Call
Executive Development Coaching
• Coaching for emerging leaders to develop skills to run agencies and departments
• Leadership assessment • In-person training • Accountability calls• Reassessment at the conclusion of the training
$750 for 4 moPer Person
Includes: 4 hrs of in-person training & 3 accountability
calls.
$895 for 8 moPer Person
Includes: 8 hrs of in-person training
& 12 accountability calls.
$995 for 13 moPer Person
Includes: 16 hrs of in-person training
& 24 accountability calls.
Agency Re-Assessment
• Only for agencies that have completed the initial assessment
• A PDF of survey responses included in all packages
$500$750
Comparison to original
assessment
$1,250Comparison to original
assessment and 3 new strategies for
success
Hiring
• Review of agency organizational structure• Design of an organizational chart• Development of job descriptions• Suggested agency compensation plan• Suggested performance-based pay plan• Creation of job postings• Job postings on Craigslist and Indeed• Conduct initial phone interviews• Provide the agency interview questions • Offer letter
$3,450 1 Candidate
$4,495 2 Candidates
$6,4953 Candidates
Onsite Agency Planning
• Partnership alignment, strategy development, and more...
$7451/2 Day Onsite
$1,2451 Day Onsite
$2,4952 Days Onsite
Virtual Strategy Creation
• Creation of strategy (account rounding, referrals, book roll, claims, etc.)
• Documentation of the strategy based on best practices developed by APP
$7451 Strategy
$1,4002 Strategies
$1,9953 Strategies
CUSTOM PACKAGES AVAILABLE UPON REQUEST
SALES TRAININGBRONZE SILVER GOLD
Sales Performance Coaching
• 60-minute coaching calls• Strategy, accountability, planning• Documentation sent after each call • Limitless calls, emails and texts between calls• Access to all APP templates • 6-month agreements
$495/moMonthly Call
$795/moBi-Weekly Call
$995/moWeekly Call
Sales Training Coaching
• Training for new producers on best practices for results
• In-person training • Accountability calls• Reassessment at the conclusion of the training
$750 for 4 moPer Person
Includes: 4 hrs of in-person training & 3 accountability
calls.
$895 for 8 moPer Person
Includes: 8 hrs of in-person training
& 12 accountability calls.
$995 for 13 moPer Person
Includes: 16 hrs of in-person training
& 24 accountability calls.
Producer Performance Plan
• Working with your producers on a business plan
• Goal setting• Income goal setting• Time management• Accountability• Personal marketing/sales plans• Presentation to ownership on producer’s plan
$995 1 Producer
$1,750 2 Producers
$2,4953 Producers
Onsite Sales Training $745
1/2 Day Onsite$1,245
1 Day Onsite$2,495
2 Days Onsite
Virtual Strategy Creation
• Creation of one strategy (niche market, lost business, unsold business, account rounding, life insurance, social media, print)
• Documentation of the strategy based on best practices developed by APP
$7451 Strategy
$1,4002 Strategies
$1,9953 Strategies
CUSTOM PACKAGES AVAILABLE UPON REQUEST
SERVICE TRAININGBRONZE SILVER GOLD
Service Performance Coaching
• 60-minute coaching calls• Strategy, accountability, planning• Documentation sent after each call • Limitless calls, emails and texts between calls• Access to all APP templates • 6-month agreements
$495/moMonthly Call
$795/moBi-Weekly Call
$995/moWeekly Call
Service Training Coaching
• Training for producers on best practices for results
• In-person training • Accountability calls• Reassessment at the conclusion of the training
$750 for 4 moPer Person
Includes: 4 hrs of in-person training & 3 accountability
calls.
$895 for 8 moPer Person
Includes: 8 hrs of in-person training
& 12 accountability calls.
$995 for 13 moPer Person
Includes: 16 hrs of in-person training
& 24 accountability calls.
Service Performance Playbook
Creation of a process manual that is customer centric on the following areas, plus training for your team:• Renewals• Claims• Referrals• Account rounding• Cancellations• Updating contact information • Upselling
$9,9951 DepartmentIncludes: 8 hours
of onsite training & 4 hours of virtual
training
$18,5002 DepartmentsIncludes: 16 hours
of onsite training & 8 hours of virtual
training
$24,950 3 DepartmentsIncludes: 24 hours
of onsite training & 16 hours of virtual
training
Onsite Sales Training $745
1/2 Day Onsite$1,245
1 Day Onsite$2,495
2 Days Onsite
Virtual Strategy Creation
• Creation of one strategy (renewals, claims, referrals, account rounding, cancellations, updating contact information, upselling)
• Documentation of the strategy based on best practices developed by APP
$7451 Strategy
$1,4002 Strategies
$1,9953 Strategies
CUSTOM PACKAGES AVAILABLE UPON REQUEST
MARKETINGBRONZE SILVER GOLD
Marketing Performance Coaching
• 60-minute coaching calls• Strategy, accountability, planning• Documentation sent after each call • Limitless calls, emails and texts between calls• Access to all APP templates • 6-month agreements
$495/moMonthly Call
$795/moBi-Weekly Call
$995/moWeekly Call
Marketing Training Coaching
• Training for new agency marketing staff on best practices for results
• In-person training • Accountability calls• Reassessment at the conclusion of the training
$750 for 4 moPer Person
Includes: 4 hrs of in-person training & 3 accountability
calls.
$895 for 8 moPer Person
Includes: 8 hrs of in-person training
& 12 accountability calls.
$995 for 13 moPer Person
Includes: 16 hrs of in-person training
& 24 accountability calls.
Marketing Map
Review and customization of our proprietary marketing map. Focuses on core areas:• Prospects• Active Leads• Clients• Weather• Claims• Ongoing Touch Points• Lost Business• Unsold Business• Development of customer-satisfaction
and lost-business surveys
$995 1 Department
$1,750 2 Departments
$2,4953 Departments
Onsite Sales Training $745
1/2 Day Onsite$1,245
1 Day Onsite$2,495
2 Days Onsite
Virtual Strategy Creation
• Creation of one strategy (niche market, lost business, unsold business, account rounding, life insurance, social media, print)
• Documentation of the strategy based on best practices developed by APP
$7451 Strategy
$1,4002 Strategies
$1,9953 Strategies
MARKETING CONT.
BRONZE SILVER GOLD
Marketing Map Execution
• Building of email templates• Building of marketing collateral
(print pieces etc.)• Development of tracking reports• Pricing depends on the scope of work
Custom Pricing
Custom Pricing
Custom Pricing
SEO Review
• Technical website analysis (code, site architecture and navigation)
• Content Analysis• Local SEO Strategy Review
$750$1,500
Implementation of fixes
$2,000 Implementation
of fixes plus a content strategy
Branding & Unique Selling Proposition
• Identification of your target market• Content Calendar• Brand development• “Why Buy From Us” statement created
$995 1 Department
$1,750 2 Departments
$2,4953 Departments
Visual Branding
• LinkedIn, Facebook & Twitter, Social Media Templates
• Custom Email Template• Postcard Template
$7501 of each
$1,3502 of each
$1,6953 of each
CUSTOM PACKAGES AVAILABLE UPON REQUEST
Our expertise isn’t just limited to independent insurance agencies. It’s available in a presentation at your event, too.
OUR SOAPBOXplus your ears is a winning combo.
As a seasoned insurance speaker and author, Kelly Donahue-Piro of Agency
Performance Partners brings a new dynamic to your next event. Kelly speaks from
the Generation X & Y vantage point of what is important to the insurance buyer–
based on experience. Also, as an experienced manager, she has a proven method of
attracting, retaining and developing the next generation of insurance agent.
View our topics here | Check Availability: 401.415.6205
WELCOMEAre you ready to partner and increase performance?
Our main goal is to always provide more than you expect. In fact, we only sign
a maximum of a one year-agreement. You should know we have to perform to
continue our partnerships. So what are you waiting for? Give us a call . Let’s get
to work on the best solution for you and your team.
401.415.6205 | [email protected] us at agencyperformancepartners.com or connect with us on social media.
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