Agents who design a formal short- or longer-term sales plan with specific objectives, specific strategies, specific tactics and ways of measuring results grow faster than those who don’t.  And they grow more profitably as well.  Why? Because they bring in more A customers than B’s and C’s.  They have higher retention rates.  They get more referrals, the best source of new business. And they have more fun.

We use The Herberg Marketing Grid as the hub of strategic marketing planning.  It helps establish the year’s sales and marketing, and people development priorities…sometimes in minutes, not days!  Does your agency need to emphasize KEEP retention activities this year?  Or, do you need to do a better job of UPGRADING current coverages, i.e. get a bigger share of pocketbook?  Will you invest in outside media, direct mail prospecting to GET MORE new customers; or will you concentrate on “inside-out” marketing using a planned referral and centers-of-influence activity program?  MullaneyCookson and Herberg, Adams & Associates are ready to help.