Summary
The 2026 Q4i Annual Planning Guides are here: updated tools designed to help insurance and employee benefits agencies bring clarity, accountability, and focus to every role. Whether you lead, sell, market, or support, these guides give you the structure to plan intentionally, align your team, and grow with purpose.
Every successful agency has one thing in common: intentional planning. It’s how you take control and transform your business or book of business into what you want it to be. Enough with the wandering, winging it, and hoping for the best. Build your foundation with clarity and intentional action that fosters healthy growth.
That’s what the 2026 Q4i Annual Planning Guides are built to do. They help every person in your agency—leaders, producers, marketers, and team members—create a plan that drives the year ahead.
These guides are updated for 2026, incorporating refinements based on the needs of insurance and employee benefits agencies, specifically focusing on accountability, alignment, and clarity across every role.
What’s inside the 2026 planning suite
Each guide walks you through the same core steps: assessing where you are now, defining where you want to go, and creating an actionable plan to get there. The focus then shifts depending on your role. These guides serve as your playbook for running a more intentional and connected agency.
- Agency Planning Guide – Helps leadership teams analyze performance, define strategic goals, set measurable KPIs (key performance indicators; the numbers that show growth and potential), and communicate priorities across sales, service, and marketing.
- Producer Planning Guide – Designed for producers who want to take control of their book of business and hit meaningful revenue targets. It includes templates for setting gold, silver, and bronze goals, analyzing account distribution, and tracking key sales indicators.
- Personal Planning Guide – For every non-sales team member contributing to client and agency success from a non-sales perspective, this guide focuses on professional growth, skill development, and aligning individual performance with agency goals. It’s a structure for quarterly reflection and steady progress.
- Marketing Planning Guide – A practical roadmap for building a strategic, scalable marketing engine that supports your sales process and attracts the right audience. It outlines a phased approach (crawl, walk, run) for developing consistent, purposeful marketing activities.
New for 2026: a plan for single-producer agencies
This year, we’re introducing a new combined guide, created specifically for single-producer agencies. It combines the leadership and sales perspectives into a single, streamlined document, providing independent producers with the structure of an agency plan and the focus of an individual producer roadmap.
Planning is critical for purposeful growth
If you follow us at all, you’re well aware of the crucial role planning plays in the lifecycle of a producer and agency. It’s not something you do once and revisit when it’s time for the next year’s plan. If you’re serious about growing your business, you’ll be disciplined about making time to plan your growth initiatives and following your plan.
Agencies that revisit their plans quarterly and consistently communicate progress throughout the year outperform those that set goals once and then move on.
Each Q4i guide includes built-in reflection checkpoints and communication prompts to keep your team accountable, focused, and connected to the bigger picture.
Make 2026 the year of focus
You don’t have to guess your way through growth. Whether you’re leading a team, selling, managing accounts, or supporting from behind the scenes, these guides will help you bring structure and purpose to every plan you make.
Download the 2026 Q4i Annual Planning Guides, and start your year with clarity and confidence.