Most independent insurance agencies spend a significant amount of time tracking new business metrics: leads, quotes, close ratios, and premium written. While those numbers matter, they only tell part of the story. The real health of an agency is revealed in what happens after the sale. The good news is that you don’t need dozens … Read more
Running an independent insurance agency today is a lot like captaining a ship through constantly changing waters. You can’t navigate by instinct alone. You need instruments and metrics that tell you where you are, where you’re heading, and how well your crew is performing along the way. That’s where Key Performance Indicators (KPIs) come in. … Read more
As we approach the end of 2024, insurance agents may want to consider taking an inventory of the agency’s coverage over the past year. This process involves analyzing the types of policies offered, their uptake, and their performance. An inventory allows agents to reflect on the past year, identify strengths and weaknesses, and plan for … Read more