Service & Price Menu - Agency Performance Partners · Branding & Unique Selling Proposition •...

Service & Price MenuQuestions? 401.415.6205 | [email protected]

Visit us at agencyperformancepartners.com

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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


& Onsite Presentation of Findings


& 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



$1,395 per month for 6 mos



$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


$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.


Includes: 8 hrs of in-person training

& 12 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


$495/moMonthly 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



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


• Creation of one strategy (niche market, lost business, unsold business, account rounding, life insurance, social media, print)


$7451 Strategy

$1,4002 Strategies

$1,9953 Strategies


SERVICE TRAININGBRONZE SILVER GOLD

Service Performance Coaching


$495/moMonthly Call


$995/moWeekly Call

Service Training Coaching

• Training for producers on best practices for results




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


training

$24,950 3 DepartmentsIncludes: 24 hours


training

Onsite Service Training $745


1 Day Onsite$2,495

2 Days Onsite


• Creation of one strategy (renewals, claims, referrals, account rounding, cancellations, updating contact information, upselling)


$7451 Strategy

$1,4002 Strategies

$1,9953 Strategies


MARKETINGBRONZE SILVER GOLD

Marketing Performance Coaching


$495/moMonthly Call


$995/moWeekly Call

Marketing Training Coaching

• Training for new agency marketing staff on best practices for results




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 Marketing Training $745


1 Day Onsite$2,495

2 Days Onsite


• Creation of one strategy (niche market, lost business, unsold business, account rounding, life insurance, social media, print)


$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


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

http://www.agencyperformancepartners.com/services/public-speaking/

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.

Not sure if you need us?

TAKE OUR 10-QUESTION AGENCY ASSESSMENT

to find out if you do.

TAKE THE TEST

http://www.agencyperformancepartners.com/agency-test

Service & Price Menu - Agency Performance Partners · Branding & Unique Selling Proposition •...

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