The management of many insurance agencies develop their written marketing plans, share them with a few prospective carriers and ‘shelve’ them. Operations change, of course and should be reflected in an agency’s marketing plan. So, it is important to update plans to reflect a current ‘picture’ of the agency’s plans, particularly those for acquiring new business, retaining existing clients and cross-selling to them.
Depending on the format of the plan, it is usually not difficult to include new items, strategies, team members, etc. Check with the developer of your marketing plan, to see if the service for which you paid includes updates.
My marketing plan development services include free, unlimited updates for two years – maybe longer, if you provide a referral for me!