"Providing insurance
professionals with the
information and advice they
need to make informed,
intelligent decisions"

The key component to maximizing an agency's value is to have a solid business plan that is actively used by the agency. For the plan to be successful, the employees of the agency must be committed to the plan. Making sure that the employees' personal goals are in alignment with the goals of the agency will increase the agency's chances of achieving its goals.


Optimum Performance Solutions can facilitate an off-site meeting of key agency personnel to develop both strategic and tactical plans. During the meeting we will conduct a situational analysis, write a mission statement, develop goals and action plans, and assign responsibility for implementation and monitoring.