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AgendaFinancePitch & sales

Insurance agency meeting

45 minutes 8 blockspro Runs with Pro

A 45-minute weekly agency sales meeting: wins, numbers, quotes in the pipeline, renewals at risk, ten minutes of training and a scenario vote.

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Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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45 min · 8 blocks, drawn to scale Fits exactly
  1. Win of the week, 3 minutes 3
  2. Numbers: new business, renewals and retention against goal, 7 minutesInfo 7
  3. Pipeline: quotes out and next steps, 10 minutesDiscuss 10
  4. Renewals at risk in the next 60 days, 6 minutes 6
  5. Training: one coverage, product or sales skill, 10 minutesInfo 10
  6. Scenario: what would you recommend?, 3 minutes 3
  7. Cross-sell targets and commitments for the week, 4 minutes 4
  8. Commitments recap, 2 minutes 2
011233445 min
  1. +0′Win of the weekYour best win this week: a bind, a save or a referralTip: Read a few aloud. Saves of at-risk renewals deserve as much applause as new business.3 minCheck-in
  2. +3′Numbers: new business, renewals and retention against goalTip: Quotes issued, policies bound, written premium and retention, against this month's goal. Replace with your agency's own measures.7 minInfo
  3. +10′Pipeline: quotes out and next stepsTip: Each producer: top three open quotes, expected decision date and the next action. Quotes without a next action get one now.10 minDiscuss
  4. +20′Renewals at risk in the next 60 daysTip: Large rate increases, claims, unhappy clients. For each: remarket or review, and who calls the client this week.6 minDiscuss
  5. +26′Training: one coverage, product or sales skillTip: Rotate topics: a coverage gap clients often miss, a carrier's appetite change, handling a price objection. Role-play one real call. Track licensing CE separately; state rules vary.10 minInfo
  6. +36′Scenario: what would you recommend?Scenario: which coverage would you raise first with this client?Tip: Describe a realistic client in two sentences and rename the options. Discuss the split; it shows where the team needs more training.3 minVote
  7. +39′Cross-sell targets and commitments for the week4 minDecide
  8. +43′Commitments recap2 minWrap-up

In short

An insurance agency meeting is the weekly sales meeting where producers and account managers review numbers, open quotes and renewals, and sharpen their skills. This 45-minute agenda covers wins, new business and retention against goal, the pipeline, renewals at risk, ten minutes of training and a scenario vote to test it.
Time
45 minutes
People
Producers, account managers, agency owner
Cadence
Weekly
Plan
Pro

Updated October 4, 2026

What's inside

By the end of this meeting, every producer has committed to next steps on their top quotes and at-risk renewals and practiced one skill they'll use this week. The full agenda is drawn to scale above: every block has its own timer when you run it live.

How to run it

  1. 1Hold it at the same time every week; Monday mornings set up the week.
  2. 2Update the numbers before the meeting so time goes to the pipeline, not to data entry.
  3. 3Treat renewals at risk with the same urgency as new quotes; retention is cheaper than new business.
  4. 4Keep training practical and short, and use the scenario vote to check understanding.
  5. 5Close with commitments; next week's meeting opens with them.

Questions people ask

What should an insurance agency sales meeting cover?
Wins, numbers against goal, open quotes and their next steps, renewals at risk, a short training topic and commitments for the week.
What are good insurance training topics for a team meeting?
Coverage gaps clients often miss, changes in carrier appetite, cross-selling, handling price objections, renewal conversations and claims handling. Pick one per week and role-play it.
How do you do a SWOT analysis for an insurance agency?
List strengths (such as carrier relationships or niche expertise), weaknesses, opportunities in your market and threats such as direct writers. Do it once a year in a longer planning meeting, not the weekly one.

Run it with your group

pro
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
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Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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