Helping Insurance Agency Candidates Stand Out With A Beautiful Business Plan
If you are aiming to leave a mark at your Insurance Office interview, I will take your business plan and transform it into a premium, designed presentation that will impress, grab attention, and win you the opportunity.
Here’s What I Can Do For You
You’ve put in the time and work to earn your agency. But when you create your business plan for your panel interview, it looks like everybody else's. Let’s change that.
Content Strategy
In our kickoff call, we'll find out where you are in the process of your business plan and help you get organized.
Brand Direction
Based on the strategy discussion in our kickoff call, I'll create moodboards that will determine fonts, colors, and style.
Presentation Design
Once the Brand Direction is approved and the content is complete, I will design your initial business plan draft.
Efficient Turnaround
I understand that time in this process is limited. That's why I guarantee you'll have your initial draft within two weeks.
Responsive Revisions
I'll implement all feedback until the day of your interview. If your panel deliberates and requests changes, I'll make those edits as well.
Print Coordination
If you want to go the extra mile to impress, I can work directly with your chosen local printer to create a premium printed presentation.
How I Design Your Business Plan
STEP ONE
Strategy
I’ll work with you 1 on 1 to organize your content and clarify the brand strategy for your business plan.
STEP TWO
Branding
Based on our brand strateg conversation, I’ll share 2-3 moodboards with you for your approval and feedback
STEP THREE
Design
Using the approved brand guideline, I’ll design your business plan and share with you for review.
Former Client Testimonials
Take a look at what previous clients have said about working with Joe Rodriguez
Success Story
"I worked with Joe on a project for a new business venture. Under a very tight deadline, Joe helped us create a business plan articulating our vision and strategy in a robust, aesthetically captivating story."
ROBERT N.
State Farm Agent
Success Story
"I couldn’t believe how amazing the business plan turned out! It completely exceeded my expectations! The executive team still refers to my plan years later!"
BEAU S.
State Farm Agent
Success Story
"The value Joe brought to the overall process of creating a business plan was invaluable. If it’s important to you, get the help! It’s so worth it!"
MELISSA R.
State Farm Agent
Select Work
You Deserve to Stand Out
Hi, I’m Joe Rodriguez 👋
In my career as a professional marketing and design specialist, I’ve worked for some of the largest companies in the nation. In that time, I learned what it's like to have a high-stakes presentation on the horizon.
Picture this: your panel interview for your Insurance Office Opportunity has been confirmed. Fantastic!
You’ve likely spent years training and preparing for this opportunity. However, you now need to find a way to showcase your experience in a way that stands out from all the other highly-qualified candidates. Time is limited and the stakes are high.
The way to stand out is through design.
For the past decade, I’ve helped Insurance Agency Candidates and Multiple-Office Agents create captivating business plans that make their interviews unforgettable.
You bring the business strategy, and I execute on the design.
If you have ANY questions about the design process for your business plan, just click the button below to book a call and I’ll be happy to chat with you about your opportunity.
Joe Rodriguez
Frequently Asked Questions (FAQs)
Some of our most frequently-asked-questions:
Q. What's the typical timeline for creating a business plan?
After I have captured all of your content and you have approved your brand direction, I can prepare a presentation-ready business plan for you to review within two weeks! If your interview is coming up sooner than that, let’s meet to discuss what your options are.
Q. Why shouldn't I just do this all by myself? Isn’t a Word Doc enough?
You certainly can, and this is likely what every other candidate going for the same opportunity will do.
Unfortunately, this puts you at risk of blending in with the other candidates and being passed over by your panel. When you work with me, your level of commitment and dedication will be on display before you have the chance to say a word.
Q. What do I need to do before I can hire you?
You should be approaching the end of your Insurance Agency Ownership training program (ie: State Farm’s Agent Aspirant Program, Farmers’ Insurance Protégé Agency Producer Program, etc.), and have completed all the licensing and tests required to interview for your office opportunity.
If you are still relatively new to your Insurance Agency Ownership training program, but eager to start, we have a Preparedness Packet we can offer you so you can hit the ground running when you approach the end of your program.
Q. How do you handle revisions?
I understand the timing for these opportunities is very tight and stressful. Up until the day of, I will make any and all revisions necessary for you to walk confidently into your panel interview. If your panel deliberates, and requests that you make additional edits to your plan for a later submission, I will do those as well.
Q. Can you provide examples of successful agents you've worked with?
Absolutely! Beau Sharpe is a State Farm agent whom I’ve previously worked with when he was interviewing for his second office. Insurance companies are notoriously reluctant to award a second office to an existing agent, so the interview process is typically much more stringent than for the initial office. The agent can’t just be a profitable high-producer, they need to have proven systems that show that they can grow their second office without the first one stretching thin.
Beau’s approach to this mindset was to treat it as a football coach would. Sales strategies are plays, and Beau's role is to coach his team to victory. We leaned very heavily into that visual identity when ideating the brand for his plan, and I’m very proud to say that Beau was awarded his second office and became a Multiple-Office Agent (MOA)!
Q. Will I compete against other candidates using your services?
No. I will only work with one Candidate per opportunity.
For example, let’s say your Insurance company is opening an office in Colorado Springs, CO. Other than you, four other candidates are interviewing for this office. You and three other agents have contacted me for a designed business plan, but you were the first one to commit. I will inform the other candidates that my services will no longer be available to them for that specific office opportunity.
When you work with me, you and you alone have the advantage I can offer you.
Are You Ready to Design a Captivating Business Plan for Your Insurance Agency?
Click the button below and let's do it!