Producer Annual Planning Guide

Turn Ambition Into a Proven Plan for 2027

Are you ready to make 2027 your best production year yet? Join Brent Kelly for this session designed to help insurance Producers build their complete 2027 Annual Sales Plan, page by page, using the Sitkins Producer Annual Planning Guide.

In this hands-on workshop, Brent will walk you through each section of the guide to help you:

• Identify your Guaranteed Continuations and set your 2027 Income Goals

• Use Pareto’s Principle (80/20) to focus on your most profitable relationships

• Create a written plan for your Future Ideal Clients

• Set clear KPI Targets for Gross Commission, Conversion Ratios, Retention, and more

• Build a Relationship Management Calendar to drive consistent, proactive activity all year long

When you’re done, you’ll walk away with:

✅ A step-by-step plan to achieve your 2027 sales goals
✅ A clear understanding of the numbers and behaviors that drive success
✅ A repeatable system for staying focused on your best clients and top prospects

Who Should Attend

This session is ideal for:

• Producers ready to take control of their book and hit their next level

• Sales Leaders who want a structured process for Producer accountability and growth

Pre-Work for Maximum Impact

Registered Producers will receive instructions on how to complete their 80/20 Analysis before the session. This Analysis will become the foundation for your Guaranteed Continuations and 2026 plan.

💼 Registration Options

• Sitkins Network Members: FREE (included with membership)

• Non-Members: $125 per Producer

• Agency Access Pass: $500 (unlimited Producers from one agency)

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CONTACT

5237 Summerlin Commons Blvd
Suite 107
Fort Myers, FL 33907
239.337.2555 | 877.SIT.KINS