Resources by "stats and metrics"

Group benefits brokers spend a lot of time working with each of their small groups, but this can be made easier with a quoting and proposal tool. In this infographic, we break down the 6 steps to quoting small group insurance in Quote+.

Learn more about how Coordinated Benefits Company uses AgencyBloc to be more efficient and save time and money.

In this eBook, we discuss how to create a seamless client onboarding process, identify cross-sell opportunities, and what client data to analyze.

Less than 3 in 5 Americans have any sort of life insurance. Health insurance agents have an opportunity to expand their book of business and cross-sell their clients to improve client retention and grow their overall book of business.

Key performance indicators (KPIs) help insurance agencies monitor their progress towards their goals and gain a sense of the "health" of their agency. But, it can be difficult to know which KPIs to track and how to analyze the data.

Use these plain-text insurance cross-selling email templates to provide more value to your individual and group business clients!

In December 2021, the CAA launched new compensation disclosure requirements for life and health insurance agencies. Here's what these requirements entail and how AgencyBloc can help you stay compliant.

Do you know what your insurance agency's most profitable lead source is? If not, you may be placing marketing resources into the wrong areas.

In this guide, you'll learn about which metrics you should track to increase agency growth, client satisfaction, product and carrier performance, and agent/staff performance, along with what tools can streamline this process.

Life and health insurance agencies are a business and have key metrics they should be tracking, these are the sales and marketing metrics all life and health insurance agencies should monitor.

Deepen your relationship with your clients by ensuring they have adequate life and health insurance coverage by using these cross-sell ideas.

Data analysis and reporting tools are crucial to the success of any life and health insurance agency. However, when it comes to reporting, some fields are more useful than others.