AGENCY IDEAS® MARKETING / PROJECTION PLANNER™
Bonus software included with your paid subscription to Agency Ideas® newsletter.

Agency Ideas® Marketing Projection / Planner™ software is available at no extra charge to every subscriber, via download from the password-protected Subscribers-Only Area on the www.agencyideas.com Web site.  It helps you to quickly project marketing numbers and to author simplified personal and commercial lines action plans.  Requires Excel.

Producers: Instantly view how many marketing approaches, personal contacts, x-dates, and quotes that it takes to generate a specific number of sales.  Create these estimates for up to three policy or account types, quickly and easily.  The software neatly summarizes and totals these numerical projections for easy reference. Convert your projections into realistic step-by-step action plans.  

Managers: Create projections for the agency as a whole. Convert your projected numbers into agency-wide action plans (pre-formatted by the software) that identify the targets, carrier, assigned staffers, completion dates, and step-by-step activities required to meet the numbers that you have projected.