Agency Intelligence: The Insurance Podcast Network

Kelly Donahue-Piro: Navigating The End Of The Hard Market In 2025


Listen Later

In this episode of Agency Intelligence podcast, host Jason Cass chats with Kelly Donahue-Piro, President of Agency Performance Partners about annual strategic planning for your agency.


To learn more about the Agency Performance Partner’s Strategic Planner to build, execute, and stick with your agency’s annual plan visit: https://www.agencyperformancepartners.com/insurance-agency-strategic-planning/


Get 20% off until 12/31/24 with code: Agency Intelligence


Key Topics:

  • Exiting the hard market in 2025 requires proactive growth plans as rate increases will no longer drive growth
  • Prioritizing client retention through proactive renewal reviews to avoid losing clients as market conditions stabilize
  • Addressing staffing issues by filling skill gaps and leveraging virtual assistants to ease workloads
  • Agency owners must lead decisively, creating clear plans without relying too much on staff opinions
  • Analyzing agency operations, including revenue per team member, to improve efficiency and optimize growth
  • Improving agency management systems and ensuring accurate metrics to drive better decision-making
  • Long-term planning: Set clear goals for the next 10 years to avoid reactive management and achieve sustained success

  • Reach out to:

    • Kelly Donahue-Piro
    • Jason Cass

    • Visit Website:

      • Annual Strategic Planning Workbook (Get 20% off until 12/31/24 with code: Agency Intelligence)
      • Post Speaking Session Link to Get More Info
      • Agency Performance Partners
      • Agency Intelligence


      • Produced by PodSquad.fm


        ...more
        View all episodesView all episodes
        Download on the App Store

        Agency Intelligence: The Insurance Podcast NetworkBy Agency Intelligence

        • 4.7
        • 4.7
        • 4.7
        • 4.7
        • 4.7

        4.7

        50 ratings


        More shows like Agency Intelligence: The Insurance Podcast Network

        View all
        Agency Nation Radio by Agency Nation - Insurance Marketing and Technology Strategists

        Agency Nation Radio

        48 Listeners

        The GaryVee Audio Experience by Gary Vaynerchuk

        The GaryVee Audio Experience

        16,820 Listeners

        The Agent Leader Podcast by Brent Kelly--The Agent Leader Podcast

        The Agent Leader Podcast

        53 Listeners

        The Game with Alex Hormozi by Alex Hormozi

        The Game with Alex Hormozi

        4,421 Listeners

        Unstoppable Profit Podcast Hosted by Mike Stromsoe by Mike Stromsoe

        Unstoppable Profit Podcast Hosted by Mike Stromsoe

        12 Listeners

        The Insurance Guys Podcast by Scott Howell & Bradley Flowers

        The Insurance Guys Podcast

        202 Listeners

        The Ridiculously Amazing Insurance Podcast by Agency Performance Partners

        The Ridiculously Amazing Insurance Podcast

        18 Listeners

        The Insurance Dudes© by The Insurance Dudes: Craig Pretzinger and Jason Feltman

        The Insurance Dudes©

        165 Listeners

        Vertafore Insurance Podcast by Vertafore

        Vertafore Insurance Podcast

        35 Listeners

        Power Producers Podcast by David Carothers

        Power Producers Podcast

        116 Listeners

        Insurance Town by Heath Shearon

        Insurance Town

        52 Listeners

        Getting Past the Premium by Elliot Bassett & Ryan Brott

        Getting Past the Premium

        15 Listeners

        Millionaire Insurance Producer by Charles Specht

        Millionaire Insurance Producer

        40 Listeners

        Insurance Refocused by Lindsay & Carey Wallace

        Insurance Refocused

        48 Listeners

        The Scratch Agency Podcast by The Scratch Agency Podcast

        The Scratch Agency Podcast

        21 Listeners