Even a Food Truck Has a Business Plan, So Where Is Yours?
Most insurance agents start a business with no written plan at all. Answer a few questions and the Agent Success Plan writes yours: a real, 21-page business plan with your daily calls, your lead budget, your recruiting and every number it takes to hit your goal.
Everyone Writes a Plan Except Insurance Agents
The guy selling tacos out of a truck wrote a business plan before he bought the truck. The coffee shop on the corner had one before it signed the lease. Insurance agents start a real business with real income goals, and most of them never write a single page.
Winging It Is Why Most Agents Quit
Agents rarely fail for lack of talent. They fail because nobody ever showed them the math between their goal and their Tuesday.
Guessing Every Day
- An income goal with nothing behind it
- No idea how many calls a day it actually takes
- Buys leads with no idea what they'll return
- Doesn't plan for no-shows, declines or chargebacks
- Finds out six months in that the math never worked
Knowing the Number
- The goal broken down to today's calls and appointments
- A lead budget with what it buys and what it returns
- Fall-off counted at every step, so there are no surprises
- A weekly scorecard to check every Friday
- Monthly milestones that show whether you're on pace
You'd never let a client retire without a plan. Stop running your own business without one.
Answer a Few Questions, Get a Real Plan
The planner works backwards from your goal to the calls, appointments and policies it takes. Every question is explained in plain English, and you only ever see numbers you've already set.
A Plan That Won't Lie to You
Most "plans" are fiction: a big number and a pep talk. This one checks whether your goal actually fits the hours and the money you have. If it doesn't, it tells you, and shows you exactly what would make it work.
Flip Through an Actual Agent Success Plan
This is a real 21-page plan built with the tool. Pick any page, or step through it like the agent would.
Everything a Real Business Plan Has, Built for Agents
Your Plan on One Page
Your goal, your four weekly numbers and your day in order, on a single page.
First 7 Days and Daily Routine
The exact first week, then the blocks every day needs, in the order they make money.
How Your Income Is Built
Your contract level, average premium and persistency turned into what you really take home.
Marketing and Sales Process
Where your conversations come from, and how many calls it takes to get one issued policy.
Recruiting Plan
The recruiting funnel, where recruits come from and what every new agent does first.
Milestones and Weekly Scorecard
Month-by-month targets, an investment plan, a commitment page and a scorecard to fill in every Friday.
From No Plan to a Written Plan Before Lunch
Answer the Questions
Your focus, your pay, your goal, your hours and your lead budget. About five minutes.
Make It Fit
If the goal doesn't fit your week, turn the dials until it does. Every change can be undone.
Read and Download
Your written plan opens right away. Download the PDF and put it where you work.
Work It Every Week
Fill in the scorecard on Friday. Edit the plan any time and every number updates.
Every Agent Who Means Business
New Agents
Start your business the way every serious business starts: with a written plan and a daily number.
- Know exactly what to do Monday
- Spend on leads with your eyes open
- See the income math before you start
Team Builders
Plan your personal sales and your recruiting together, with overrides that grow as your team does.
- Recruiting funnel and sources
- Team persistency included
- Your agency playbook
Agency Owners
Have every new agent build a plan in their first week, then coach to it every Friday.
- A plan for every agent
- A scorecard to review together
- Real numbers instead of hope
Agent Success Plan FAQ
How long does it take to build a plan?
About five minutes. You answer a short set of questions, one at a time, and your written plan opens the moment you finish.
What if my goal isn't realistic?
The plan tells you. It checks your goal against your hours and your lead budget, then shows what your week really supports and what it would take to reach the bigger number: more time, more budget or a longer timeline.
Does it work if I'm building a team?
Yes. Choose "Do both" or "Build my team" and the plan adds recruiting: where your recruits come from, what it takes to find them and how your overrides grow.
Can I change the plan later?
Any time. Edit the plan and every number updates. Your own notes and changes stay put.
What do I get at the end?
A full written business plan you can read on screen and download instantly as a PDF, plus a board in Whiteboards that shows the plan in action.
Is this only for new agents?
No. New agents use it to start right. Experienced agents and agency owners use it to reset their numbers and to coach their teams.
How do I get access?
Buy now to get started today, or book a demo and we'll build a plan with you. Questions? Call (937) 795-6678.
Write Your Plan Today, Not Someday
Five minutes from now you can have the written business plan most agents never make.