Our strategic partner, David Estrada from Rainmaker Advisory, has written a white paper regarding the critical need for building an Annual Sales Plan.

David and his team have worked with our agencies in both sales coaching and goal setting with some amazing results.

We hope you will take the time to download and read the attached document and craft a plan for your producers and your agency.

Should you wish to speak to David regarding his services, you can contact him at destrada@rainmakeradvisory.com or by calling 503.716.8449.