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1、The Agency VisionThe Agency Vision works on the agency of the future. What does the agency want to look like? The Vision is not where it is; the Vision is where it wants to be. The Vision Statement is also commonly referred to as the Strategic Objective.Parts to Include in the VisionParts to include
2、:Lines of business and services offeredAgency size and growth objectivesGeographic scope-market areas served, number of locationsTarget marketsTiming-When will this vision be achieved?Also include:Basis of competition What will be your competitive advantage (price, quality, convenience, customer ser
3、vice, product features, responsiveness, appearance, reliability, etc). What are your marketing methods? What will your business look like? (dcor, dress of staff, etc)The ultimate dream of the business!Writing the VisionWriting the Vision is writing the dream for the future.Vision Your Strategic Obje
4、ctiveCreating the vision of your business, not as it is, but as you want it to be, is challenging and rewarding. The vision gives you the groundwork to develop from it shows where you are headed. Copyright 2001 Allstate Insurance CompanyPlease reference the opening Important Notice Regarding Agency Process Design
