What to Include In Your Agency Operations Manual

Review sample content to consider.
February 24, 2021

Agencies that achieve and sustain growth have implemented standardized policies, procedures, and workflows to ensure productivity is maximized.  These agencies focus on continuous process improvement to minimize customer acquisition and service costs, while mitigating errors and omissions exposure.

Review sample content to consider in the Agency Policy, Procedure, and Workflow Fundamentals section in the Growth Strategy Guide in the Blueprint for Agency Success.

The PIA Blueprint for Agency Success covers three sections:

  • Business Planning Guide to address insurance agency start-up considerations from formation of the business entity to insurance licensing to budgeting and finance to branding
  • Growth Strategy Guide to outline agency automation, producer development and operational policies, procedures, and workflows
  • Agency Continuity Guide with templates for business continuity planning, disaster planning, and leadership training


By following the advice outlined within the PIA Blueprint for Agency Success, you and your team can systematically grow and sustain your independent insurance agency.

PIA is currently distributing resources in a weekly format to your email. If you are eager to see all the guides, you can review the sections in order on the website, or feel free to jump around to the content you need.  Visit: www.piablueprintforsuccess.com


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