Agency Assessment - Month 4 Agency 2.0 - Vision

Here is where we review the vision portion of the team meeting.

sd (14)

Who should share the agency’s vision at the meeting?

It should be the primary agency principal who shares the vision, unless there is a next-generation who is in the process of taking over. In the event the torch is being passed, it should be the next generation with FULL support of the previous ownership. 

What items should we share?

APP will help you boil down your vision into a few sentences. However, to present it to the team, you will need a little more detail. Here are some things we recommend including in your agency’s vision:


  • What will the organization look like? (culture, mood)
  • What is the target you are looking to hit?
    • Revenue/Premium
    • Departments and their % of the total revenue
    • Locations 
    • Roles and positions
  • What does each year look like?
  • What kind of service do you want to model? Ideas on how to do that?
  • What advantage do you want to provide over the competition?
  • What problems are you trying to solve in insurance?
    • Why does this problem need to be addressed?
  • What impact do you want to leave on your community?
  • Who are your ideal customers?
  • How will you interact with clients?

When does this take place in the meeting?

We like to lead with this after an icebreaker and welcome.

Why is sharing the vision critical?

The day-to-day can get old. Sharing the vision gives team members something to latch on to and believe in.

How is the vision displayed?

We recommend that there is a presentation as well as a handout for the team. APP can assist you with this.