The BIG Event 2011: MAIA's Annual Convention and Trade Show
Massachusetts Association of Insurance Agents
Annual Convention & Trade Fair
November 8, 9, 10 & 11, 2012
Marriott Hotel, Copley Place, Boston, MA
Mobile App Downloads CEU Listing Ed Manual Downloads Who You'll See in Boston


ALL Sessions


Exhibit Hall
Licensing Program
Sales Track...NEW!!
Personal Lines
Commercial Lines
Personal & Commercial Lines
Personal & Career
Receptions/Food Functions


Thursday, Nov 8
Friday, Nov 9
Saturday, Nov 10
Sunday, Nov 11


10:15 am - 11:15 am
Fri 10:15 am - 11:15 am
10 Objectives Every Successful Agency Practices
Speaker(s): Kelly Donahue-Piro

No need to recreate the wheel! In the 700 agencies we have worked with Agency Performance Partners has been able to nail down 10 practices successful agencies practice consistently. The key to success is consistency in practicing these 10 objectives: 1. Routine work and development of agency culture 2. Development of a forever recruiting strategy 3. Consistent agency meetings on site and off site 4. Identification of agency leadership within all team members 5. Detailed performance feedback 6. Goal setting with incentive plans and clear goal tracking 7. Relentless pursuit of maximizing agency technology 8. Constant training and development of people 9. Investments in marketing and branding 10. Clear identification of agency target markets Come to our session to see real world examples of how top growing agencies are implementing these strategies

Kelly Donahue-Piro
Kelly is a game changer in the insurance industry. As the Founder and President of Agency Performance Partners and Co-Founder of the sister marketing company, Agency Appeal, she’s an in-demand speaker at regional and national insurance conferences and a social media and digital marketing trailblazer. In her years of consulting, marketing, training, and public speaking, she’s worked with more than 1,000 insurance agencies of all sizes, as well as with noted industry organizations throughout the U.S. and Canada, earning accolades like “insurance visionary,” “a total rock star” and “the real deal.” Kelly’s vision for her companies is to partner with independent insurance agencies to inspire and motivate their high-performance agency teams to become “Ridiculously Amazing.” She implements her strategy by relentlessly pursuing excellence in world-class sales, marketing, and service, aided by a hand-picked team of top-tier insurance consultants who work with agencies to identify and capitalize on opportunities for sustained improvement. Kelly is architect of the Agency Performance Partner’s Agency Assessment, a proprietary process for diagnosing agency growth challenges and untapped opportunities. The Agency Assessment provides a foundation for building an agency’s custom strategic growth plan. She has also created AppX Programs, a series of 6- to 12-month programs which deliver the consulting, training, coaching and benchmarking services designed to help agencies turbocharge marketing, sales, service, customer experience and retention. In addition, as a recognized champion of the importance of agency branding and establishing a strong digital footprint, Kelly helps agencies bring branding front and center with Agency Appeal’s customized agency brand guides. With this suite of services, tools, processes and procedures, Kelly and her team help agencies blaze a trail to the next level. This results-driven approach yields an aggregate agency profitability increase of 28%, premium growth of 42% and account rounding of 88%.

5 New Agency Challenges & How to Tackle Them
Ridiculously Amazing Sales Process
Designing & Tracking Your Customer Experience

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Massachusetts Association of Insurance Agents  | 91 Cedar Street | Milford, MA 01757 |®