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LASC ANNUAL

BUSINESS PLANNING

2025

Believe, Belong, Build

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LASC

Business

Planning

Taking your agency to the next level

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Your Why...

Big Carrots

Strong Support System

Laser Focused

What is driving you to do this?

With the right motivation and discipline everything is possible

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BIG WHY!

WHY AM I DOING THIS?

______________________________

______________________________

______________________________

______________________________

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eFolio Reports

Total Premium In force, Commissions, Bonuses

ICE Reports

PIF Growth

Pulling Your Numbers...

125

100

75

50

25

0

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OVERALL AGENCY GOALS FOR 2025

12/31/24 Actual

Yes or No

12/31/25 Goal

Yes or No

Toppers

12/31/24 Actual

Yes or No

12/31/25 Goal

Yes or No

P.C.

12/31/24 Actual ________________
12/31/25 Goal ________________

Commissions

12/31/24 Actual ________________
12/31/25 Goal ________________

Bonuses

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OVERALL AGENCY GOALS FOR 2024

12/31/24 Actual __________
12/31/25 Goal __________

Commercial

Growth

12/31/24 Actual __________
12/31/25 Goal ___________

Life

Premium

12/31/24 Actual ________________
12/31/25 Goal ________________

PIF Growth

12/31/24 Actual ________________
12/31/25 Goal ________________

Premium

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Productive Capacity and Bundling

Success is built on a foundation of team and saturation. We are built for the bundle and your team can make that happen.

Staffing

&

Density

THE KEYS TO YOUR EMPIRE

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AGENCY STAFFING GOALS FOR 2025

12/31/24 Actual __________
12/31/25 Goal __________

Marketers

12/31/24 Actual __________
12/31/25 Goal ___________

Office Manager

12/31/24 Actual ________________
12/31/25 Goal ________________

CSSR’s

12/31/24 Actual ________________
12/31/25 Goal ________________

Producers

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Build an Empire!

Own an agency, not a job

Lots of Time, Lots of Money!

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Personal Goals

The Four E’s

Education

Entertainment

Energy

Earnings

What is important to you?

Having balance in your life is everything

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PERSONAL GOALS TO ACCOMPLISH IN 2025

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

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STRATEGIES & TACTICS TO ACCOMPLISH PERSONAL GOALS IN 2025

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

1

2

3

4

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

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WHAT CAN I DO MONTHLY, WEEKLY, DAILY TO ACCOMPLISH THESE GOALS?

MONTHLY

__________________________________________________________________________________________________________________________________________________________

WEEKLY

__________________________________________________________________________________________________________________________________________________________

DAILY

__________________________________________________________________________________________________________________________________________________________

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Spiritual Goals

Believe!

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SPIRITUAL GOALS TO ACCOMPLISH IN 2025

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

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STRATEGIES & TACTICS TO ACCOMPLISH SPIRITUAL GOALS IN 2025

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

1

2

3

4

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

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WHAT CAN I DO MONTHLY, WEEKLY, DAILY TO ACCOMPLISH THESE GOALS?

MONTHLY

__________________________________________________________________________________________________________________________________________________________

WEEKLY

__________________________________________________________________________________________________________________________________________________________

DAILY

__________________________________________________________________________________________________________________________________________________________

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You are meant for more!

Commit to yourself, your agency, and your future

2025 is set to be your best year yet! To get there we must clarify the vision, execute the plan, and push through complacency and discomfort. It's time to be the success story that you are meant to be.

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PROFESSIONAL GOALS TO ACCOMPLISH IN 2025

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

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STRATEGIES & TACTICS TO ACCOMPLISH PROFESSIONAL GOALS IN 2025

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

1

2

3

4

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

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WHAT CAN I DO MONTHLY, WEEKLY, DAILY TO ACCOMPLISH THESE GOALS?

MONTHLY

__________________________________________________________________________________________________________________________________________________________

WEEKLY

__________________________________________________________________________________________________________________________________________________________

DAILY

__________________________________________________________________________________________________________________________________________________________

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The Path...

OUR FEARLESS FORECAST

Staffing forecast

What is total production capacity for your agency?

Premium forecast

Where is your premium and what will your growth be?

Marketing forecast

What is your marketing budget commitment and how will you be investing your time and money?

Now

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HOW MUCH MARKETING DOLLARS WILL I COMMIT TO EVERY MONTH?

$500 - $1,000 MONTH
$1,001 - $2,000 MONTH
$2,001 + MONTH
OTHER $__________________

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NO INVESTMENT

MARKETING SYSTEMS

ASK PEOPLE THAT LOVE/LIKE YOU TO SEND YOU CLIENTS
ASK OTHER BUSINESS OWNERS THAT HAVE CLIENTS TO REFER YOU TO THEIR CLIENTS
VISIT 10 REALTORS, 10 LOAN OFFICERS AND 10 ESCROW COMPANIES EVERY SINGLE WEEK, 30 PER WEEK
VISIT 10 BIG CONDOS WITH MANY UNITS, NETWORK WITH PROPERTY MANAGERS EVERY WEEK
COMMERCIAL TELEMARKETING, 2 HOURS PER DAY
VISIT 10 BUSINESS PER DAY
VISIT 3 POLICE/FIRE STATIONS PER WEEK
PERSONAL LINES TELEMARKETING, 2 HOURS PER DAY
SOCIAL MEDIA, 1 HOUR PER DAY, FIND LIFE EVENTS
FARMERS LEADS, QUOTES NOT CLOSED, ETC.
CLIENT REFERRAL PROGRAM

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LOW INVESTMENT

MARKETING SYSTEMS

JOIN A WEEKLY NETWORKING GROUP

EXCLUSIVE BUSINESS, ONE PER INDUSTRY

BUILD A STRONG HOME TEAM

SHOW UP WITH LEADS FOR THEM, THEY WILL HAVE LEADS FOR YOU

TOP 100 COMMERCIAL TARGET LIST

INTELLIGENTLY SELECT THE TOP 100 BUSINESS CLIENTS THAT YOU REALLY WANT

DRIP MARKET, VISIT, CALL, MAIL, EMAIL, MINIMUM ONCE PER MONTH

LET THEM SEE YOUR FACE AND NAME CONSTANTLY

PEOPLE WANT TO DO BUSINESS WITH PEOPLE WHO WANT TO DO BUSINESS WITH THEM

NETWORK EVENTS

CHAMBER OF COMMERCE, CLUBS, EVENTS, OUTINGS, ETC.

LET THE COMMUNITY SEE YOUR FACE AND LEARN THE NAME

BUILD YOUR BRAND

EVENT MARKETING

SOCIAL MEDIA

BOOST POSTS

BUILD ADS

BUY LEADS

USE COST SHARE/GROWTH BUCKS

TRACK RESULTS

CONSISTENT EFFORT FOR AT LEAST 6-8 MONTHS

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HIGHEST INVESTMENT BIGGEST RETURN

MARKETING SYSTEMS

DROP MAIL

TRACK RESULTS

TRY DIFFERENT MAILERS

TRY DIFFERENT ZIP CODES, CLOSE RATIO BASED

STUDY THE CALLS, SCRIPTS, FOLLOW UP

HIRE MARKETER

10 HOURS TELEMARKETING

10 HOURS DIRECT CONTACT, VISITING BUSINESSES

5 HOURS MISC.

HIRE AGENCY PRODUCER

BUILD AN AGENCY INSIDE OF YOUR AGENCY

SHARE IN RENEWALS

BUILD AN ARMY!

HIRE PROTÉGÉ

$100,000 IN PREMIUM IN ONE YEAR PER PROTÉGÉ

$25,000 TO $30,000 BONUS PER PROTÉGÉ

SWAT OPPORTUNITIES

BECOME AN AGENCY MENTOR

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WHAT DOES YOUR FFR SYSTEM LOOK LIKE?

Do you meet with each of your clients at least once per year?

If someone ask your clients;

“What’s your agent’s Name?”

Will they know?

Are you using the dentist approach?

Schedule the FFR at the point of sale
6 to 12 months out
always easier to move a scheduled calendar item around
than to calendar something later

Are you using the CPA approach?

You must meet with your CPA once per year or you might be in trouble with the IRS
Your must mee with your agent once per year, or your insurance might be wrong
Train your clients to do things right

Are you checking your client’s box every year for them?

We are all busy, nobody wants to spend time on insurance
If you don’t check the box for your clients and spend some time with them,
They will do it with someone else, check their box!!
Even a voicemail will feel like they have addressed their insurance needs, contact them!

Go to dashboard

Click “take the lead strategy”
click “farmers friendly reviews”

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ECMS

Density

Pulling Your Numbers...

125

100

75

50

25

0

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WHAT DOES YOUR DENSITY LOOK LIKE?

What’s my Density Ratio?

_______%

How Many Active Households?

____________

How Many Auto/Home/Life?

_______________

How Many Auto Only Households?

____________________

How Many Home Only Households?

_______________________

How Many Life Only?

_________________

How Many Auto/Home Only?

_____________________

How Many Commercial Only?

______________________

Where Are Your Policies?

200/300 ______________

500/700 ______________

A/P _______________

Total _______________

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HOW WILL YOU HOLD YOURSELF ACCOUNTABLE?

WHO WILL BE YOUR ACCOUNTABILITY PARTNER?

_________________________________

WHAT PROCESS WILL YOU BUILD TO HELP EACH OTHER?

_________________________________

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YOUR BIGGEST ASSET IS YOUR TIME, HOW WILL YOU MANAGE IT?

BLOCK TIME IS THE BEST WAY!!

LASC MINDSET!!

SCHEDULE EVERYTHING FROM 5AM TO 9PM, SLEEP 9PM TO 5AM

MONDAY

5AM – 9AM

WORKOUT, GET READY, BREAKFAST, COMMUTE, PRAY, ETC.

9AM – 10AM – STAFF MEETING

KNOW WHAT YOU ARE DOING FOR THE WEEK
AND WHAT HAPPENED LAST WEEK
ACCOUNTABILITY IS EVERYTHING

10AM – 11AM – OPEN

ANSWER WEEKEND EMAILS, CALLS, CLIENTS, ETC.

11AM – 12 PM

GROW YOUR AGENCY

SALES, TRAIN STAFF, CLASSES, QUOTES, UNDERWRITING, ETC.

12PM -1PM

LUNCH

MENTAL HEALTH IS IMPORTANT, GET AWAY FROM THE OFFICE, DON’T TALK SHOP

1PM – 5PM

GROW YOUR AGENCY

BLOCK OUT THESE 4 HOURS FOR ALL THE THINGS THAT YOU NEED

MARKETING, QUOTING, UNDERWRITING, CLOSING, SERVICE, FFRS, TRAINING
INTERVIEWING, DEVELOPING OTHERS, DEVELOPING YOURSELF

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TUESDAY - FRIDAY

5AM – 9AM

WORKOUT, GET READY, BREAKFAST, COMMUTE, PRAY, ETC.

9AM – 12PM

GROW YOUR AGENCY

BLOCK OUT THESE 3 HOURS FOR ALL THE THINGS THAT YOU NEED

MARKETING, QUOTING, UNDERWRITING, CLOSING, SERVICE, FFRS, TRAINING
INTERVIEWING, DEVELOPING OTHERS, DEVELOPING YOURSELF

12PM -1PM

LUNCH

MENTAL HEALTH IS IMPORTANT, GET AWAY FROM THE OFFICE, DON’T TALK SHOP

1PM – 5PM

GROW YOUR AGENCY

BLOCK OUT THESE 4 HOURS FOR ALL THE THINGS THAT YOU NEED

MARKETING, QUOTING, UNDERWRITING, CLOSING, SERVICE, FFRS, TRAINING
INTERVIEWING, DEVELOPING OTHERS, DEVELOPING YOURSELF

YOUR BIGGEST ASSET IS YOUR TIME, HOW WILL YOU MANAGE IT?

BLOCK TIME IS THE BEST WAY!!

LASC MINDSET!!

SCHEDULE EVERYTHING FROM 5AM TO 9PM, SLEEP 9PM TO 5AM

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DISTRICT LASC WOULD LOVE TO SEE YOU...

WIN TOPPERS

GROW YOUR AGENCY TEAM

HIT COMMERCIAL AND LIFE GOALS

MAKE MORE MONEY

HAVE MORE FUN

HAVE LESS STRESS

GROW PERSONALLY, SPIRITUALLY AND PROFESSIONALLY

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FOLIO REPORTS

Total Premium In force

ECMS

Density

DASHBOARD

Conversion

Pulling Your Numbers...

125

100

75

50

25

0

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Mission Statement

______________________________

______________________________

______________________________

______________________________

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Vision Statement

______________________________

______________________________

______________________________

______________________________