Agency Operations & Profit Survey

This is a unique agent and broker survey that takes around 10 minutes to complete and will provide you with key information on how agency operational practices determine growth and profitability. For your time and confidential participation, you will receive a free report of the results and key takeaways on the characteristics of top performing agencies.

Top performing agencies may be as much as 40%– 50% more productive per employee than average and lower performing agencies. What practices account for these differences?

This exclusive, comprehensive survey, the first focused on Agency Operations and Performance, will:

  • correlate agency performance to operations practices
  • compare manager and employee views of their agency’s operational effectiveness
  • benchmark agency practices and performance by size and segment of agency

Who should take this survey? This survey is designed for all agency principals including owners and managers as well as for all sales and service employees, including producers and customer service representatives (CSRs).

The survey is being conducted jointly by Insurance Journal and ReSourcePro Analytics.

After answering the questions, simply include an email address to which you want us to send you the results of the survey. All answers received will be pooled and aggregated with other survey data to ensure anonymity and to develop the survey results. Your identity and all individual responses will be kept strictly confidential.

Please note, once you have started the survey, you may exit at any time and return to it later as long as you are using the same computer and the same browser. The survey will save fully-completed pages.

Thank you for participating. We are confident you will find it profitable.

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