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Strategic Planning

It's an ongoing process.

Strategic planning is not a static but an ongoing process. Whether you’re starting an agency or fine-tuning a smooth-running machine, here are some resources to help you keep your agency focused in the right direction. Having a working strategic plan will increase the value of your agency. The strongest agencies are grounded in data, know their numbers and working a plan!

Starting an Independent Agency

A step-by-step guide to starting an independent agency in Texas

Ongoing Strategic Planning

Strategic planning is not a static but an ongoing process.

Disaster & Continuity Planning

Disaster can strike at any time. Is your agency prepared?

Mergers & Acquisitions

Looking to buy or sell an agency? IIAT can help.

We know how to solve the challenges you’re facing.

You know your agency is brimming with potential. You could accomplish bigger things, if only you knew how to remove the roadblocks.

IIAT can help.

Joe Vincent Management Seminar On-Demand: Business Beyond 2030: Preparing Your Agency for the World of Tomorrow

The speed of change we’re experiencing is altering every facet of our lives—and this dramatically different world requires a shift in thinking and a fresh perspective on business, on leadership and on our global community. Renowned Futurist Chris Riddell tells us how we can prepare ourselves for this new world.

Watch Now On-Demand
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Marit Peters

Executive Director & President

Thank You to Our Lead Underwriters

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