Struggling to evaluate broker performance and potential?
Creating a formal broker business plan is a proven and proactive approach to prepare for upcoming meetings, expand your broker relationships, assess performance and potential, bring market-tested opportunities to the table, and align with your sales management team’s objectives.
With Benefeature and AskGMS, you can quickly gather the insights needed to prepare a comprehensive broker plan. These tools give you a deep understanding of broker needs, empowering you to propose tailored solutions that differentiate you in an increasingly competitive landscape.
Below, you'll find a sample two-page Broker Business Plan that can be generated using Benefeature and AskGMS. The first page summarizes the broker’s characteristics, with space for notes. The second page lists actual market opportunities based on different strategic approaches. Each section is letter-coded and corresponds to instructions following the plan sample.