[Guide] The Insurance Agency's Guide to Measuring Performance: How Tracking the Right Data Can Help You Grow Your Business

How do you make decisions that will impact your team or entire agency? More importantly, how do you ensure you’re making the right decision? In this guide, learn which metrics to track and how to monitor them.

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Measuring Agency Performance

As the decision-maker in your agency, it’s your job to guide the direction of your business. You need to make sure every choice you make is well-informed.

Real-time analytics and custom reporting offer life and health agencies valuable, actionable insights, giving them a clear view of past performance so that they can set goals and guide their team effectively. 

In this guide, you’ll learn about which metrics you should track and what tools can streamline this process. 

You'll learn which metrics to track to:

Grow your agency and book of business
Increase client satisfaction
Gauge product and carrier performance
Analyze agent and staff performance

Plus, learn about the tools to help you monitor it all!

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Which KPIs should I be looking at?

The KPIs you should track and monitor will depend on your role within your agency. However, in this guide, we give you several metrics to monitor that will help you analyze current and past performance so you can make adjustments for the future. 

What tools will I use to track and monitor these metrics?

Using tools like real-time analytics and custom reporting, you're able to see patterns at a high level right on your dashboard with the ability to dive deeper through custom reporting. With these tools within your AMS like AgencyBloc, the data you need to run analysis is already there.

What is AgencyBloc?

AgencyBloc is an agency management system that streamlines agencies' workload with an industry-specific CRM, commissions processing, automated workflow, and real-time analytics and reporting tools. Agencies have saved serious time and resources and have gained valuable insights using AgencyBloc's data analysis tools.